Alex Aronsohn serves as a managing director in the Private Client Services practice, with over 11 years of professional tax experience. In this role, he specializes in providing guidance to high-net-worth individuals, families, and their associated entities, such as family offices, trusts, and charitable organizations. Alex's primary focus lies in offering advice on income tax planning, compliance, wealth transfer, and succession planning.
His extensive expertise encompasses various aspects, including delivering comprehensive income tax and charitable planning guidance to affluent individuals and trusts. This advice is often integrated into broader estate and succession planning strategies. Additionally, Alex is well-versed in navigating complex cross-border tax issues, offering valuable insights to beneficiaries of large foreign trusts and estates. His support extends to gift and estate tax planning, as well as assisting clients in planning for migration to the U.S.
Alex has played a key role in the design and implementation of multiple large family offices. His experience extends to the ongoing administration of these family offices, where he provides valuable advice on business and income tax issues.
Firm
Location
Education
- University of California, Los Angeles, BA (Business Economics)
Affiliations
- American Institute of Certified Public Accountants