Richard E. Austin
JD, LLM, CIMA®, CEPA
Executive Director
Rich collaborates with business owners and Fortune 500 executives, crafting comprehensive strategies tailored to their complex needs. He uses innovative investment, estate planning, and charitable gifting ideas to empower high-net-worth clients to leave lasting legacies for their loved ones. Rich’s other focus lies in seamlessly integrating with advisors and CPAs to develop and execute meticulously researched tax reduction strategies. Rich previously held roles as an attorney in private practice and a corporate staff attorney with a specialization in tax matters and financial analysis.