Warren Katz is a Partner in the firm. With more than 45 years of vast experience, Warren specializes in providing tax planning and accounting services to high-net-worth individuals, trusts and middle market companies.
Prior to joining the firm, Warren was the Managing Partner at Morrison & Morrison, Ltd., a premier Chicago-based CPA and consulting firm.
- Family Office Services
Credentials & Education
- Certified Public Accountant (CPA)
- University of Illinois Urbana-Champaign: BS, Accounting
- American Institute of Certified Public Accountants
- Illinois CPA Society