Stefan Dunkelgrun helps clients prepare for the inevitable, ensuring that their assets transfer to the people they want in the most efficient manner. He provides advice on how best to ensure that clients’ families are protected by tailoring estate planning solutions to the individual needs and concerns.
Stefan has significant experience in helping clients determine the best way forward for them, whether it’s simple and straightforward, or complicated – he is seasoned in developing long-term care protection, intergenerational plans, drafting complex trusts, business succession planning, tax reduction strategies, and asset protection solutions. He regularly evaluates existing trusts – guiding clients when breaking irrevocable trusts, decanting, merging, and more.
Prior to starting this firm, Stefan was a Partner in a New York City law firm, and was previously the lead practice attorney of Wills, Trusts and Estates at a Florida-based law firm. Prior to his law career, Stefan specialized in strategy, risk management, finance, operations and portfolio servicing.
For nearly a decade, Stefan served in multiple roles at a wealth management solutions provider for high-net individuals and families, where he specialized in sophisticated estate planning solutions, offshore investment structures and advanced insurance solutions. Stefan also has significant experience with start-ups, from key employee to executive leadership, new business ventures and product launches – the most successful of which resulted in over a billion dollars of business within 12 months.