Eric Katz

Eric Katz Email and Phone Number

Chief Strategy Officer, Leo Wealth LLC @ Leo Wealth
Eric Katz's Location
Iselin, New Jersey, United States, United States
Eric Katz's Contact Details

Eric Katz personal email

n/a
About Eric Katz

I provide comprehensive financial counseling & concierge services, including tax planning strategies primarily to individuals. Clients are located worldwide and include both U.S. and Non-U.S. taxpayers. Services include extensive tax & benefit planning for the U.S. as well as international country-specific planning, including cross-border tax & estate planning. I work with top executives as well as successful business leaders & entrepreneurs with a focus on tax, estate, and investment planning.

Eric Katz's Current Company Details
Leo Wealth

Leo Wealth

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Chief Strategy Officer, Leo Wealth LLC
Eric Katz Work Experience Details
  • Leo Wealth
    Chief Strategy Officer (Cso)
    Leo Wealth Apr 2015 - Present
    Greater New York City Area
    Chief Strategy Officer of Leo Wealth, an independent global wealth advisor. Based in New Jersey, I'm responsible for oversight of the firm’s Multi-Family Office (“MFO”) practice. I specialize in all facets of investment and wealth management, income tax and gift/estate tax planning, financial counseling, and trust and estate planning. Services are provided to the global citizenry. Through economies of scale, we can provide a client with the knowledge and resources to gather and maintain generational wealth that is both cost-efficient and tax-efficient.Prior to Leo Wealth, Eric was a Managing Director of LeoGroup a predecessor firm to Leo Wealth.
    View
  • Goldman Sachs
    Vice President - Family Office
    Goldman Sachs Sep 2004 - Apr 2015
    Greater New York City Area
    Provided MFO services to the Goldman Sachs expat PMD population.
    View
  • The Ayco Company, Lp
    Estate Financial Services Division
    The Ayco Company, Lp 1999 - 2004
    Greater New York City Area
  • Melito & Adolfsen
    Attorney
    Melito & Adolfsen Sep 1991 - Sep 1999
    Greater New York City Area
  • Siff Rosen P.C.
    Attorney
    Siff Rosen P.C. 1991 - 1994
    Greater New York City Area

Eric Katz Skills

Estate Planning Investments Income Tax Tax International Tax Financial Services Asset Management Wealth Management Alternative Investments Private Equity High Net Worth Individuals Due Diligence Entrepreneurship Financial Accounting Hedge Funds Management Securities

Eric Katz Education Details

Frequently Asked Questions about Eric Katz

What company does Eric Katz work for?

Eric Katz works for Leo Wealth

What is Eric Katz's role at the current company?

Eric Katz's current role is Chief Strategy Officer, Leo Wealth LLC.

What is Eric Katz's email address?

Eric Katz's email address is ek****@****llc.com

What is Eric Katz's direct phone number?

Eric Katz's direct phone number is +173290*****

What schools did Eric Katz attend?

Eric Katz attended University At Buffalo School Of Law, Binghamton University.

What skills is Eric Katz known for?

Eric Katz has skills like Estate Planning, Investments, Income Tax, Tax, International Tax, Financial Services, Asset Management, Wealth Management, Alternative Investments, Private Equity, High Net Worth Individuals, Due Diligence.

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