Bobbi J. Bierhals

Bobbi J. Bierhals has built her practice by developing creative and customized solutions for her clients. Her experience centers on tax and business planning for high-net-worth individuals and families. Her clients range from executives and first-generation entrepreneurs to multi-generational families, with net worth from $40 million to many billions of dollars, and include a number of individuals listed in the Forbes 400.

Bobbi’s breadth of experience across a wide range of client profiles enables her to help them identify and structure tax-advantageous structures for transferring wealth and business interests to younger generations. While many other estate planners focus almost exclusively on tax issues, Bobbi takes a holistic approach that balances tax and family considerations to fit each individual client’s goals. With a geographically diverse client base spanning the United States, Bobbi adeptly navigates the nuances of local law while addressing broader federal tax considerations.

Read full biography: https://www.mwe.com/people/bierhals-bobbi-j/