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Signature Estate & Investment Advisors Appoints Brad Repinsky as Director of Estate, Tax, and Financial Planning

Strategic Insights

— 2 min read

Signature Estate & Investment Advisors, a nationally recognized wealth management firm, has appointed Brad Repinsky, Esq. as Director of Estate, Tax, and Financial Planning. Repinsky brings 20 years of experience advising high-net-worth and ultra-high-net-worth families, business owners, and corporate executives on complex estate, tax, and financial planning strategies. He will lead the development to scale the firm's Private Client Group as SEIA moves upmarket, meeting the accelerating demand for multigenerational wealth solutions. This appointment signals SEIA's continued strategic investment in enhancing its capabilities for clients with complex needs, staying true to its roots in estate and tax planning.

Key Takeaways:

  • Brad Repinsky, Esq. joins SEIA as Director of Estate, Tax, and Financial Planning, bringing 20 years of experience advising high-net-worth and ultra-high-net-worth families, business owners, and corporate executives.
  • Repinsky will lead the development to scale the firm's Private Client Group, addressing the accelerating demand for multigenerational wealth solutions.
  • Repinsky's experience at leading firms, including Fidelity, Goldman Sachs, and the AYCO Company, will be instrumental in aligning SEIA's specialized capabilities with the diverse planning needs of clients.
  • In his role, Repinsky will provide advanced estate and tax strategies firmwide, serving as a subject matter expert for advisors addressing complex client needs, including multigenerational wealth transfer, trust formation, philanthropic planning, and estate tax mitigation.
  • Repinsky's appointment represents a major investment in SEIA's advisory infrastructure as the firm evolves to better serve multi-generational families.
  • SEIA's Private Client Group specializes in delivering personalized, multi-dimensional solutions to high-net-worth and ultra-high-net-worth clients, addressing their unique and evolving complex wealth planning needs.

Statistics:

  • Repinsky brings 20 years of experience advising high-net-worth and ultra-high-net-worth families, business owners, and corporate executives.
  • SEIA has recorded 30% year-over-year assets under advisement (AUA) growth in 2024, reaching $30 billion.
  • SEIA has expanded its geographic footprint through strategic mergers and acquisitions (M&A) and advisor recruitment.
  • SEIA has backed by Reverence Capital, a NY-based private equity firm, since 2022.
  • The SEIA Signature Fund for Giving supports Southern California youth and has raised over $2 million for local youth-based charities.

Sources:

  • PRNewswire: Brad Repinsky Joins as Director of Estate, Tax, and Financial Planning to Support SEIA's Continued Growth Amid Rising Demand for Multigenerational Wealth Solutions
  • Signature Estate & Investment Advisors, LLC: About SEIA
  • Signature Estate & Investment Advisors, LLC: The Private Client Group

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