Jeffrey Gaier is an attorney and Certified Financial Planner ™ professional, also family office director. Since 1983, Jeff has provided financial services, primarily in the areas of estate and wealth management planning for individuals and family offices, while counseling business entities on retirement plan design and executive compensation.
Previously, Jeff served as Trust and Estate Manager/Senior Vice President with Merrill Lynch Trust Company, based at the firm’s world headquarters in New York. Prior to joining Merrill Lynch, Jeff practiced in the Wealth Planning Strategies Group for Bankers Trust Private Banking, also in New York.
Earlier in his career, Jeff was trained as a tax attorney with the Personal Financial Services Group at Coopers & Lybrand, LLP (now PricewaterhouseCoopers). Jeff also served as law clerk to the Honorable Joseph C. Small of the Tax Court of New Jersey.