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SEIA Launches Tax Division, Expands Family Office Services
['Diana Britton', 'Executive Editor', 'Wealth Management']
wealthmanagement
The firm has hired Tim Gacsy, who previously led tax and cost basis initiatives at LPL Financial, to lead SEIA Tax Services.
In the new role as director of tax services, Gacsy will oversee the development of the firm’s tax consulting, planning and tax preparation services.
Separately, SEIA has also expanded its family office services through a partnership with Baker Tilly Family Office.
That will include family governance services, trust and fiduciary accounting and family office advisory services.
“The biggest financial decisions our clients face rarely fit neatly into one silo,” said Brad Repinsky, head of estate, tax and financial planning at SEIA.