As Chief Tax & Estate Strategist, Jim leads the firm’s advanced tax and estate planning initiatives, integrating complex tax and wealth transfer strategies across the wealth management teams. He applies his extensive tax and legal expertise to design and oversee sophisticated planning structures for high net worth clients, families, and business owners, providing technical oversight on complex client matters and collaborating with internal teams to align tax and estate planning with clients’ broader financial goals. In this role, Jim helps ensure the firm’s planning services remain at the forefront of innovation in tax and estate strategy while delivering solutions that balance long-term wealth preservation, tax efficiency, and flexibility.