Greg Klipstein, J.D., LL.M.
Greg is a seasoned advisor with more than 20 years’ financial planning experience, particularly working with high-net-worth and ultra-high-net-worth clients, as well as legal experience focused on estate planning, estate administration, and business succession planning.
As Wealth Advisor, Greg is responsible for the ongoing management of client relationships. He works in conjunction with other wealth advisors and technical specialists to develop advice for clients, assisting with financial planning, tax planning, development of personal financial plans, and investment strategies.
Greg earned a Bachelor’s Degree in Business Administration from Temple University School of Business and Management. He received a Juris Doctor and LL.M. in Taxation from Temple University School of Law.
Away from the office, Greg enjoys being outdoors. Greg and his wife, Kim, live in Exton, PA with their two daughters and son. If he ever gets enough time again, Greg will get his clubs out of the garage and back to the links.