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Biography

Adam is a Senior Principal in the New York office. In this role, he counsels clients and advisors on complex issues involving tax, trusts and estates, asset protection, charitable planning, business and family governance, and overall wealth transfer and preservation.

Prior to joining Cerity Partners, Adam served as the Director of Wealth Planning at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before joining AJ Wealth in 2022, he practiced law as a tax attorney focusing on trusts and estates, designing and implementing cutting-edge strategies to mitigate tax liability and effectuate the generational transfer of wealth. Known in the legal and wealth management communities for his experience and expertise, Adam is a sought-after speaker in these areas and has authored numerous articles on various tax and estate planning topics.

Learn more about Cerity Partners Family Office.

Education

  • B.S. from Indiana University
  • J.D. from Brooklyn Law School
  • LL.M. in Taxation from New York Law School

Highlights

  • Member of the New York State Bar Association
  • Member of the New Jersey State Bar Association

Latest Insights

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Justyn Volesko and Andrew Cooper and Adam Sandler and Joseph Burbella

Partner & Co-Head of Family Office & Senior Principal

Family Office

Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events

A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a lasting legacy. Watch our webinar to learn more.

Adam Sandler

Senior Principal

Insurance and Risk Management

Private Placement Life Insurance

The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance. Learn more.

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Dustin Ribergaard

Principal & Client Experience Director

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Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.