At Sentinel Trust, Brandon leads the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of clients with a special interest in tax compliance and planning.
Brandon joined Sentinel Trust in 2022 with 20 years’ experience advising ultra-high-net-worth families on complex and effective wealth management strategies to meet their investment, wealth transfer, income tax, business succession and philanthropic planning goals. A CPA by training, Brandon has spent time both at a boutique multi-family office as Director, Senior Tax Advisor and as a practicing accountant at a regional accounting firm.
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