Vice President, Advanced Design, Schechter Wealth
Jordan Smith JD LLM is the Vice President of Advanced Design at Schechter Wealth in Birmingham, Michigan. He works with Schechter clients in the design and implementation of advanced strategies. Mr. Smith is an attorney that provides an important legal perspective to strategies that involve estate planning, taxation issues, trust design and the preservation and transfer of wealth.
Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, their multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs and CFA® charterholders has been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession and charitable planning.