Brad Repinsky, Esq., is director of Estate, Tax, and Financial Planning at SEIA. With more than 20 years of experience, he supports SEIA advisors in delivering advanced estate, tax, and multigenerational planning strategies for high-net-worth and ultra-high-net-worth families, and helps lead the continued development of the firm’s Private Client Group as it scales to meet growing wealth transfer demand
Focusing solely on taxes can turn a windfall into a shock; honest, early conversations about money are what turn beneficiaries into truly prepared stewards.