Nick Pavelich

Nick Pavelich has over 30 years of experience in providing services to high-net-worth individuals, family offices, and privately held businesses. He tailors solutions to meet the needs of various stakeholders, balancing family dynamics, wealth creation, and preservation with tax efficiency. Nick has experience with a broad variety of business and tax matters, including:

• Tax and economic structuring of  investments in privately held companies, funds, and real estate
• Consulting on family office and family-owned business issues, ranging from ownership structures to family programs
• Legacy planning through generational wealth transfers and charitable planning
• Family governance and succession planning
• Tax planning and compliance for flow-through entities (partnerships, S corporations, limited liability companies)
• Income taxation of individuals, trusts, and private foundations
• Federal tax controversies

Before joining Andersen, Nick spent 10 years as the CFO of a seventh-generation family office and President of its real estate division. He spent time as a tax partner with a large local accounting firm and was with KPMG and  Arthur Andersen.