Eric J. Smith Email & Phone Number

I advise U/HNW business owners on their transition and succession alternatives, including pre- and post-sale business and wealth planning. I help owners understand and compare any type of business or real estate transition to determine what best meets their goals. When they are ready, I help owners in assemble deal transaction teams and personal wealth management teams. Clients include private middle market business owners, emerging growth company founders/investors, public company control persons, real estate investors and fund managers. This is a team sport - I enjoy working closely with clients' other advisors to build an effective team./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of or Guaranteed by the Bank or Any Bank Affiliate* Subject to Investment Risks Including Possible Loss of the Principal Amount InvestedWealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Tax Efficient Planning Strategies, Wealth Planning Strategies, Business Succession Planning Strategies, Wealth Transfer Planning, and 4 others.