Jason Galaif

Jason advises high-net-worth individuals, families, and business owners on private wealth planning, with a focus on tax-efficient estate planning, trust structuring, and succession strategies across industries including closely held businesses, real estate, and investment holdings. He brings nearly a decade of experience, along with an LLM in Taxation and experience as a certified public accountant (CPA), enabling him to develop sophisticated, tax-driven strategies that integrate legal, financial, and business considerations. His clients include entrepreneurs; private equity, hedge fund, and venture capital principals; real estate investors; business owners; and executives. He also works with trustees, executors, and beneficiaries on the administration of trusts and estates.

Jason is known for guiding clients through complex matters such as generational wealth transfers, trust administrations, and business succession planning, and has achieved notable results in high-stakes tax matters. His practice also includes counseling individual and corporate fiduciaries on the administration of trusts and estates, including the preparation of gift and estate tax returns and defense of positions taken on those returns.