- University of Chicago - MBA
- University of Pennsylvania - BA
- Certified Public Accountant
- Chartered Financial Analyst
- Certified Financial Planner ™
Tom Kahn has over 25 years of expertise providing independent, comprehensive and personalized advice to individuals and families. He has experience in the subject matter attendant to supporting people's lives, financial and otherwise; investment management, financial planning, tax planning, tax compliance, estate planning, charitable giving, trust administration and family office management.
His clients appreciate his ability to find effective solutions to complex situations. Tom began his career in public accounting and has been affiliated with both single and multi-family offices.
He has been active in the community serving on the boards of Independence Center, Grace Hill Settlement House, Ladue Zoning & Planning, John Burroughs School Alumni Council, among others.
REPRESENTATIVE EXPERIENCE
- Provided all family office services to one four generation family; investment management, balance sheet, cash flow reporting, trust administration, financial planning, taxes.
- Orchestrated sophisticated estate planning strategies; e.g (grantor retained annuity trusts (GRATs) and installment sales).
- Addressed wide range of family needs from the routine to the complex.
- Reviewed or prepared individual, gift, trust, partnership and corporate returns.
- Provided financial modeling for individuals as well as new ventures and existing businesses.