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Paul is the Chief Planning Officer and a Partner in the New York office. He has over twenty-five years of experience in helping families create and optimize their wealth planning structures. His expertise extends beyond traditional trust and estate planning to areas such as asset protection planning, income tax strategies, charitable and philanthropic structuring, and planning for international families and individuals.
Prior to joining Cerity Partners, Paul was a Managing Director at Deutsche Bank’s Asset & Wealth Management division and the firm’s senior planning expert in the Americas. Paul practiced law in New York City for 11 years, representing both U.S. and international clients in their trust, estate and tax planning needs. Paul also has particular expertise in the areas of planning for owners and executives of private companies prior to liquidity events, planning for hedge fund and private equity principals, and planning for international clients who are investing in U.S.-based assets.
“For the 99.5% Act,” the proposed federal legislation pending in Washington, is expected to have a dramatic effect on the estate planning landscape for wealthy families. Here is what you need to know moving forward.
“For the 99.5 Percent Act,” a bill introduced to the House in March, could upend several policies related to estate planning and tax rates related to the most affluent families in the U.S.
In a follow-up to his Estate Planning: The Power of Now article, Chief Planning Officer Paul McGloin explains the renewed sense of urgency for affluent families to “lock in” the current and extremely generous lifetime estate-tax exemptions.
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Partner & Director of Private Direct Investments
Partner & Director of Investment Management
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Partner & Business Development Officer
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