Owner
Beaird Hoffman Consulting, Llc
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Patrick Hoffman Email & Phone Number
Owner
at
Beaird Hoffman Consulting, LLC
1 work email found
@northwesternmutual.com
2 phones found area 414
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Beaird Hoffman Consulting, LLC
Role
Owner
Location
Addison, Texas, United States
Who is Patrick Hoffman? Overview
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Quick answer
Patrick Hoffman is listed as Owner at Beaird Hoffman Consulting, LLC, based in Addison, Texas, United States. AeroLeads shows a work email signal at northwesternmutual.com, phone signal with area code 414, and a matched LinkedIn profile for Patrick Hoffman.
Patrick Hoffman previously worked as Senior Director, Concierge Planning at Northwestern Mutual and Director, Advanced Planning at Northwestern Mutual. Patrick Hoffman holds Ll.M., Taxation from Southern Methodist University Dedman School Of Law.
Company email context
Email format at Beaird Hoffman Consulting, LLC
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{first}{last}@northwesternmutual.com
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AeroLeads found 1 current-domain work email signal for Patrick Hoffman. Compare company email patterns before reaching out.
Profile bio
About Patrick Hoffman
Over 20 years of legal experience in the High Net Worth Markets of Estate, Gift, and Income Tax Planning with a focus on small business owners.Specialties: Federal Estate and Gift Tax, Business Planning particularly with regard to Family Business Succession Planning. I work with high net worth individuals to reduce estate taxes and transfer assets to future generations with as little tax and friction as possible, while managing family goals and expectations.
Listed skills include Estate Planning, Retirement Planning, Trusts, Estate Tax Planning, and 42 others.
Current workplace
Patrick Hoffman's current company
Company context helps verify the profile and gives searchers a useful next step.
Beaird Hoffman Consulting, Llc
8 roles
Patrick Hoffman work experience
A career timeline built from the work history available for this profile.
Senior Director, Concierge Planning
Jul 2018 - May 2024
Director, Advanced Planning
Dec 2015 - Jul 2018
Corporate Vice President-The Nautilus Group
I support select New York Life Agents with focused estate and business planning strategies in the High Net Worth, Affluent, and Business Owner markets.
Jan 2015 - Dec 2015
Advanced Planning Consultant-Estate And Business Tax Planning
Support the New York Life Agents in developing sales, product, and legal strategies in the High Net Worth, Affluent, and Business Owner markets. Provide seminar support for Agent Initiatives. Educate Agents and Clients on Estate, Business, and Income Tax Planning opportunities in order to help high net worth individuals and business owners achieve their goals and objectives from a personal as well as business standpoint.
Jun 2004 - Dec 2014
Attorney
Attorney working with senior attorney Bill Roberts, including such matters as tax controversy (Tax Court, IRS Offers in Compromise) and estate planning and creditor protection work.
Jan 2003 - May 2004
Staff Attorney
Staff Attorney for a financial planning firm. Reviewed legal documents and provided support in preparing financial plan documents for Account Manager responsible for 90-120 clients of Fortune 500 companies.
Mar 2000 - Dec 2002
Associate Attorney
Modrall Sperling Law Firm
Associate for a statewide law firm. Practiced in the firm's tax department, which generally was responsible for business, estate, and some ERISA work. I typically drafted wills and trusts as well as other legal research.
Jun 1998 - Feb 2000
4 education records
Patrick Hoffman education
Ll.M., Taxation
J.D., Law
Bachelor Of Arts, English
Doctor Of Law - Jd
FAQ
Frequently asked questions about Patrick Hoffman
Quick answers generated from the profile data available on this page.
What company does Patrick Hoffman work for?
Patrick Hoffman works for Beaird Hoffman Consulting, LLC.
What is Patrick Hoffman's role at Beaird Hoffman Consulting, LLC?
Patrick Hoffman is listed as Owner at Beaird Hoffman Consulting, LLC.
What is Patrick Hoffman's email address?
AeroLeads has found 1 work email signal at @northwesternmutual.com for Patrick Hoffman at Beaird Hoffman Consulting, LLC.
What is Patrick Hoffman's phone number?
AeroLeads has found 2 phone signal(s) with area code 414 for Patrick Hoffman at Beaird Hoffman Consulting, LLC.
Where is Patrick Hoffman based?
Patrick Hoffman is based in Addison, Texas, United States while working with Beaird Hoffman Consulting, LLC.
What companies has Patrick Hoffman worked for?
Patrick Hoffman has worked for Beaird Hoffman Consulting, Llc, Northwestern Mutual, New York Life Insurance Company, The Roberts Law Firm, and The Ayco Company, L.P..
How can I contact Patrick Hoffman?
You can use AeroLeads to view verified contact signals for Patrick Hoffman at Beaird Hoffman Consulting, LLC, including work email, phone, and LinkedIn data when available.
What schools did Patrick Hoffman attend?
Patrick Hoffman holds Ll.M., Taxation from Southern Methodist University Dedman School Of Law.
What skills is Patrick Hoffman known for?
Patrick Hoffman is listed with skills including Estate Planning, Retirement Planning, Trusts, Estate Tax Planning, Life Insurance, Financial Planning, Insurance, and Retirement.
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