Eli Mudrick

Eli Mudrick is a Director in the firm's Private Client Services practice with over 10 years of experience providing tax and philanthropic planning services to individuals, trusts, nonprofit organizations, and private foundations. He focuses on helping private clients incorporate charitable giving into their broader tax and wealth planning objectives while assisting nonprofit and private foundation clients with complex compliance requirements.

Eli advises high-net-worth individuals and families on philanthropic strategies and provides tax compliance services to nonprofit organizations and private foundations. His experience includes charitable giving strategies, private foundation administration, planned giving, fundraising, donor relations, and navigating IRS requirements affecting tax-exempt organizations and foundations.

Drawing on his experience in both tax and wealth management environments, Eli works with clients to develop charitable strategies that reflect their financial objectives and philanthropic priorities. He also writes on charitable giving strategies for high-net-worth families, planned giving for nonprofit organizations, and IRS compliance requirements for private foundations.

Prior to joining the firm, Eli served as a relationship management professional with a boutique trust and wealth management organization and outsourced chief investment officer serving nonprofit organizations. In that role, he advised high-net-worth individuals and families on philanthropy and provided outsourced private foundation management and nonprofit advisory services.