Jeff Saccacio

Jeff Saccacio brings over 40 years of experience to the independent investment and wealth advisory firm Intellectus Partners LLC, as its Head of Wealth Planning and Family Office Services.

Recently retired from PricewaterhouseCoopers LLP, he served as Partner-in-Charge of its Southwest Region Personal Financial Services (PFS) practice, as well as having served as the tax practice leader for its Southern California private client services practice.

Jeff returned to PricewaterhouseCoopers LLP from the financial services industry where he served as Managing Director and Head of Wealth Planning for Deutsche Bank Private Wealth Management for the Western United States. Before joining Deutsche Bank, he served as a Managing Director and Senior Wealth Strategist providing services for The Citigroup Private Bank and Trust Company for the West Coast, Pacific Northwest and Manhattan offices.

Jeff specializes in planning for high-net worth individuals, entrepreneurs, and closely held businesses, and he has extensive experience in estate and trust planning. His unique experience in both the tax and financial services industries allows him to synergistically work with clients, their advisors and family office personal to develop and implement high value investment and wealth planning solutions.