Skip to Content

Experience

As a member of the firm’s wealth management tax practice, I specialize in helping family offices and other ultra-high-net-worth clients maximize the after-tax value of their balance sheets so that they can plan for their financial future.
View More of Brian's Experience

Specializes In

I love live music and have been to concerts showcasing almost every type of music imaginable, including country, rock, blues, jazz, heavy metal, electronic, alternative, and folk.

Additional Thoughts

Year-end tax planning: Considerations for individuals and families
Brian Schultz
Article November 03, 2016 4 min read
ACG Chicago M&A Finance Festival 2018
Lou Longo
Event May 21, 2018
Retail sales up 0.3% in April, matching expectations
Jim Baird Wealth Management
Blog May 15, 2018 1 min read