With a penchant for golf and exploring new countries and cultures, Elias comes to the table with a strong sense of curiosity, patience, and precision to help clients achieve long-term success and prosperity.

As partner, Elias focuses on attracting and advising high-net-worth individuals, families, and entrepreneurs facing complex tax challenges. He approaches each engagement as an advisory relationship first—taking time to understand a client's family, business, and long-term goals before designing solutions that make their income and estate tax positions more efficient. Day to day, he splits his time between nurturing new relationships, collaborating closely with his internal team, and reviewing sophisticated consulting and compliance work to ensure clients receive thoughtful, forward-looking guidance year after year.

CLIENT SUCCESS SPOTLIGHT

Working with a global, multi-generational family, Elias led a cross-border planning effort with their European advisors to address a looming U.S. estate tax bill for the family's aging US-based matriarch. By leveraging valuation discounts and acting during a market downturn, he helped reduce the client's projected U.S. estate tax exposure by roughly $100M million dollars. The plan not only preserved significant family wealth, but it also gave the next generation a clearer, more sustainable structure for continuing to grow and steward the family enterprise.