Scott Benner Email and Phone Number
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Scott helps business owners and key managers plan for and complete liquidity events in a manner consistent with their desire to build a durable investment portfolio, implement an efficient estate plan and satisfy their charitable ambitions. Scott does this through the team of principals at his wealth management firm that combines expertise in asset management, tax planning, estate planning and other financial analysis. Scott's firm provides independent and candid advice free of product pitches so that clients can make reasoned choices within a sustainable investment process. Scott is also a lawyer in the related law firm of Kutscher Hereford Bertram Burkart PLLC and handles estate planning, probate and legal matters related to client portfolios.
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Principal And OwnerKutscher Benner Barsness & Stevens, Inc. Jul 2006 - PresentScott's team provides wealth management for a limited number of clients who desire to simplify and integrate their financial lives. Common challenges for these clients involve obtaining liquidity for private businesses, selling minority interests, stock option exercises, deferred compensation distributions or reducing concentrated asset positions. Scott's particular strength is helping entrepreneurs and key managers obtain liquidity in a way that is income and estate tax efficient and structure their new enterprises with this in mind. With his background in venture financing, venture capital fund formation and securities regulation, Scott helps clients integrate any alternative investments (whether as founder, angel or other investor) within their overall financial plans. Scott also helps clients understand the value of comprehensive and long-term investing, and avoid the hype, noise and emotion that intrude on clients' financial lives and decisions.
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Of CounselKutscher Hereford Bertram Burkart Pllc Jul 2006 - PresentSeattle, Washington, UsScott counsels individuals about their estate planning and about transactions and legal obligations related to their personal financial matters. These areas include angel, venture capital and hedge fund investments, stock options and restricted stock, real estate participation deals, family-held companies and similar matters. As a former corporate partner in a major law firm he has the background in securities regulation, corporate finance, venture capital raising and similar areas to help entrepreneurs and business owners understand their personal rights and obligations. In this regard, his advice and representation for the owner is distinct from counsel to the company (typically a major law firm), whose duty is to the company alone and often has conflicts of interest with the owner. Scott's legal practice and financial practice overlap, but he has many clients that utilize only one area. -
Shareholder (Partner)Heller Ehrman Llp Sep 1994 - Jul 2006UsScott practiced in the Seattle, San Francisco and Singapore of Heller Ehrman, a leading law firm. Intially in Seattle, Scott focused on helping technology companies and entrepreneurs grow their businesses from start through IPO or sale and handled all organizational, corporate, distribution, M&A and certain technology matters. Later in Singapore and San Francisco, Scott concentrated on organizing venture capital funds, hedge funds, private real estate funds and other alternative investments or advising major institutional investors regarding their commitments to such funds. Scott has deep experience in LLCs and pass-through enterprises and investment pools. Together, these experiences provide a Scott a basis for integrating the financial, tax and business considerations that entrepreneurs face as they attempt to grow their businesses and understand the role such businesses play in their larger financial plans. -
PartnerHeller Ehrman Venture Law Group 1996 - 2006
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General CounselRide Snowboards 1995 - 1996
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AssociateBogle & Gates Llp 1991 - 1994
Scott Benner Skills
Scott Benner Education Details
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New York University School Of LawJ.D. -
Pacific Lutheran UniversityEconomics (Dept. Honors) -
Lake Oswego High School
Frequently Asked Questions about Scott Benner
What company does Scott Benner work for?
Scott Benner works for Kutscher Hereford Bertram Burkart Pllc
What is Scott Benner's role at the current company?
Scott Benner's current role is Principal at Kutscher Benner Barsness & Stevens, Inc..
What is Scott Benner's email address?
Scott Benner's email address is sb****@****ial.com
What is Scott Benner's direct phone number?
Scott Benner's direct phone number is +157121*****
What schools did Scott Benner attend?
Scott Benner attended New York University School Of Law, Pacific Lutheran University, Lake Oswego High School.
What skills is Scott Benner known for?
Scott Benner has skills like Venture Capital, Mergers And Acquisitions, Investments, Entrepreneurship, Corporate Finance, Finance, Portfolio Management, Asset Management, Corporate Law, Alternative Investments, Wealth Management, Financial Analysis.
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