Simon Mayali

Estate Planning Director at BakerAvenue Wealth Management

As BakerAvenue’s Director of Estate Planning, Simon Mayali works with clients to identify their estate planning goals and options and helps them understand the complexities of estate and gift taxation. He began his career as an attorney in Chicago, where he developed a passion for helping clients plan for the future and navigate the intricacies of estate administration. He later obtained his LL.M in taxation with a focus on estate planning in order to work with clients on complex estate and gift tax issues.

Prior to joining BakerAvenue, Simon was an associate in the International Tax department at PricewaterhouseCoopers in Houston, and an attorney for several boutique trusts and estates firms in San Francisco. He holds a B.A. from UCLA, a J.D. from Chicago-Kent College of Law, and a Taxation LL.M from Northwestern School of Law. He is a member of the San Francisco Bar Association and is licensed to practice law in California, Illinois, Texas, and Washington D.C.

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San Francisco, United States

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BakerAvenue Wealth Management

We believe Baker Avenue Asset Management offers a smarter, safer approach to growing and preserving your wealth. Our innovative investment style builds powerful downside protection into a strategy for long-term growth.


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11-50

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