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Certified Public Accountant in Texas.Fifty years of public accounting experience including careers at three well known public accounting firms: Partner - RSM US, LLP December 2, 2013 until retirement April 30, 2023 - HoustonMember RSM National Private Client Services Advisory CommitteeNational Tax Leader RSM Family Office EnterprisePartner/Shareholder - Margolis, Phipps & Wright PC Houston, TX from February, 1985 until December 1, 2013 when firm was acquired by RSM US Private Client Services and member of MPW PC Executive CommiteePartner - Deloitte (Deloitte, Haskins & Sells) from June, 1981 - February, 1985 (Houston)Began career at Deloitte, Haskins & Sells in Houston, TX in June, 1973Graduated Northwestern State University in Louisiana May 1973 B.S. in AccountingHouston Business & Estate Planning Council memberHouston Estate and Financial Forum memberEstate Forum Houston memberAmerican Institute of CPAs memberTexas Society of CPAs (TSCPA) memberHouston Chapter of TSCPA memberEpiscopal High School Endowment Board memberEpiscopal High School - Former Executive Committee Episcopal High School - Former TrusteeEpiscopal High School - Former Executive Chair of Board of TrusteesNorthwestern State University Foundation Board Member - former Chair of Finance & Investments CommitteeMemorial Endowment Fund of St. John the Divine Episcopal Church Board MemberSt. John the Divine Episcopal Church - Former Vestry Member & Former TreasurerInducted into NSU School of Business Hall of Distinction and NSU Long Purple Line for Distinguished AlumsGreater Houston Community Foundation Board Member
Thomas M. Wright Advisory, Llc
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ConsultantThomas M. Wright Advisory, Llc Sep 2023 - PresentConsulting with ultra-high net worth multi-generational families, family offices and their privately owned businesses on decisions that impact their financial lives and goal optimization. First, identifying, understanding and developing a family's goals and objectives is key to success achievement. Working as a key team member along with the client's other advisors to achieve a balanced, coordinated and well-functioning team to understand, implement and to support the family's goals and objectives.Services include: Tax Advisory and Planning - Income tax, estate, and gift tax; Philanthropic Planning; Family Office Advisory - Family office creation or dissolution, Family office sustainability and enhancement, governance matters, and related areas.This entity is not a CPA firm.
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Retired Tax Partner - Private Client & Family OfficeSelf-Employed May 2023 - PresentMy career and role at RSM US (December 2013 - April 2023) included serving as a private client services consultant specializing in serving the needs of ultra-high net wealth families and family offices helping them achieve tax efficiencies in light of their ultimate life goals and objectives and strategizing on goal attainment. This included tax planning for multi-generational families, family offices, estate & gift planning, philanthropic planning, private business owners and entrepreneurs and their closely held businesses. My primary focus during the past several years was working with family offices to address creation, structuring and sustainability of family offices, tax optimization issues and tax planning opportunities. Other focus areas included governance, succession planning, family education, estate and philanthropic planning, and optimization of the family's goals.I joined Margolis, Phipps & Wright P.C. (MP&W) in February 1985 where I served as a private client services partner serving ultra-high net worth families on tax and strategic planning. MP&W was acquired by RSM US in December 2013 where I remained until my recent retirement April 30, 2023. I began my career at Deloitte Haskins & Sells, now Deloitte, in May 1973 where I was admitted as a tax partner in June 1981. At Deloitte I worked with closely held businesses and their owners and ultra-high net worth families. I left the firm to join two other former Deloitte professionals who had created a successful tax boutique firm in Houston, Margolis, Phipps & Company, which became Margolis, Phipps & Wright P.C.
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Tommy M Wright Education Details
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Northwestern State UniversityAccounting
Frequently Asked Questions about Tommy M Wright
What company does Tommy M Wright work for?
Tommy M Wright works for Thomas M. Wright Advisory, Llc
What is Tommy M Wright's role at the current company?
Tommy M Wright's current role is Retired Tax Partner - National Accounting Firm.
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What schools did Tommy M Wright attend?
Tommy M Wright attended Northwestern State University.
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