Brian Schad

Brian Schad is a Partner in the firm's Private Client Services Group. Brian brings 25 years of experience advising high-net-worth individuals and families. He specializes in managing complex tax matters with a particular focus on estate, gift, and trust planning. 

Brian is recognized for his expertise in working with family businesses, financial services professionals, and private equity firms. He also serves law firms and insurance professionals, offering strategic insights on tax-efficient structures and solutions. Brian also has experience serving as a national 706 advisor and GST reviewer, ensuring clients meet critical tax planning milestones.

Before joining the firm, Brian held the position of Director at a national accounting firm.