Client Advisory

Biography

Justyn is a Partner in the New York office, where he serves as Co-Head of the Cerity Partners Family Office. In this role, he leverages his expertise in complex estate and tax planning to advise ultra-high-net-worth clients with complicated balance sheets, such as partners of hedge funds and private equity and venture capital firms. As an attorney with an LL.M. in tax law, Justyn has a unique ability to understand various intricacies of the tax code and efficiently integrate them into clients’ lives. His knowledge expands across multiple areas of tax law including partnership taxation, where he works closely with CFOs of hedge funds and private equity funds to ensure they are structured properly and operate tax-efficiently, and estate tax, where Justyn has worked with many of these same principals to structure and implement a variety of strategies to pass fund appreciation on to family trusts tax-efficiently.

Prior to joining Cerity Partners, Justyn served as a Managing Partner of AJ Wealth, a New York-based registered investment advisor specializing in providing family office services to ultra-high-net-worth families that he co-founded in 2012. In this role, he implemented his deep knowledge of the tax code to efficiently manage clients’ wealth. Justyn’s skill set carried over to the asset management side of the business where he helped build an efficient investment platform, based on modern portfolio theory and tax efficiency. Before AJ Wealth, he spent nearly 10 years as a Vice President at the Goldman Sachs Family Office, which is multi-family office exclusively for the partners of Goldman Sachs. Justyn worked closely with members of the executive committee and played a part in shaping the family office service offering for the partners.

Education

  • B.A. in Economics from State University of New York at Albany
  • J.D. from Rutgers Law School
  • LL.M. in Taxation from New York University

Highlights

  • Member of the New York State Bar Association
  • Member of the New Jersey State Bar Association
  • Holds a FINRA Series 66 securities license
  • Licensed to sell health and life insurance

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