Justyn Volesko

Justyn is a Managing Partner of AJ Wealth. As an attorney by training, with an LL.M. in tax law, Justyn has a unique ability to understand various intricacies of the tax code and efficiently integrate them into clients’ lives. His knowledge expands across multiple areas of the tax law including partnership taxation, where Justyn works closely with CFOs of hedge funds and private equity funds to ensure they are structured and operate tax efficiently, and estate tax, where Justyn has worked with many of these same fund’s principals to structure and implement a variety of strategies to pass fund appreciation on to family trusts tax efficiently. Justyn’s skill set carries over to the asset management side of the business where he has helped build an efficient investment platform, based on modern portfolio theory and tax efficiency. Justyn graduated from SUNY Albany in 1999, later graduating Rutgers Law School in 2002 and went on to earn his LL.M. in taxation from New York University in 2005. Justyn is admitted to the NY and NJ Bar, currently holds FINRA Series 66 and is licensed for health and life insurance.