Samuel (“Sam”) Jacobs, JD, LLM, has over 25 years of experience in helping affluent individuals and families, family offices, institutions and their trusted advisors achieve uncommon results in addressing current and future wealth. His unique background of legal, tax, financial and risk management experience provides the solid foundation for understanding clients’ complex planning needs. Whether clients are seeking tax-efficient solutions, planning for generational wealth transfer or supporting philanthropic causes, Sam delivers the desired outcome.Sam is a frequent speaker and published writer regarding the technical aspects of successfully incorporating life insurance solutions into complex financial plans. He graduated from Cornell University and the University of Baltimore School of Law and earned his LL.M. in Taxation from the NYU School of Law. Sam holds several life insurance licenses and FINRA Series 6, 7, 63, 65, 24, 28 and SIE licenses.