David P. Heilich

David is a Tax Partner and leads the Family Wealth Planning practice at Brown Smith Wallace.

David has more than 25 years of experience and is responsible for the growth and development of the Family Wealth Planning practice. This practice serves individuals, families, closely held businesses and executives with comprehensive tax and wealth management services. David’s areas of expertise include:

- Income tax compliance and consulting

- Estate planning

- Family business consulting

- Business succession planning

- Advanced planning

- Estate, gift and trust compliance