Eric Katz

Experience

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  SIFF ROSEN P.C.

  Jan 1991 - Jan 1994

  Attorney
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  Melito & Adolfsen

  Sept 1991 - Sept 1999

  Attorney
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  The Ayco Company, LP

  Jan 1999 - Jan 2004

  Estate Financial Services Division
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  Goldman Sachs

  Sept 2004 - Apr 2015

  Vice President - Family Office

  Provided MFO services to the Goldman Sachs expat PMD population.

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  Leo Wealth

  Apr 2015 - now

  Chief Strategy Officer (CSO)

  Chief Strategy Officer of Leo Wealth, an independent global wealth advisor. Based in New Jersey, I'm responsible for oversight of the firm’s Multi-Family Office (“MFO”) practice. I specialize in all facets of investment and wealth management, income tax and gift/estate tax planning, financial counseling, and trust and estate planning. Services are provided to the global citizenry. Through economies of scale, we can provide a client with the knowledge and resources to gather and maintain generational wealth that is both cost-efficient and tax-efficient.Prior to Leo Wealth, Eric was a Managing Director of LeoGroup a predecessor firm to Leo Wealth. Show less