Jeffrey M. Mutnik

Jeff Mutnik has spent more than 30 years assisting high-net-worth families, professional services firms, closely held businesses and not-for-profit organizations on tax and estate planning issues. His experience with complex estates and wide ranging fiduciary matters has made him a trusted advisor to clients who value his advice, guidance and objectivity.

Active in industry associations, Mutnik served as chairman of the Board of Directors of PrimeGlobal North America, a worldwide association of independent accounting and advisory firms. He is an in-demand speaker at industry conferences and professional associations.