Marty practices tax and estate planning informed by more than 20 years of executive experience within family offices and their operating businesses. His roles as President, Chief Legal Officer, and CFO provide an inside understanding of how wealth structures function in practice, enabling him to craft strategies that incorporate the operational realities, family dynamics, and implementation challenges that can only be appreciated from having managed these systems firsthand.

As both a Certified Public Accountant and Board Certified in Estate Planning and Probate Law, Marty’s practice encompasses comprehensive planning that evolves with clients’ changing needs throughout their business and family life cycles. This includes fundamental estate planning documents, sophisticated trust structures, gift and estate tax planning, generation-skipping transfer tax strategies, charitable planning, lifetime gifting strategies, portability planning, life insurance structuring, domicile planning for tax optimization, and and tax controversy matters.

His clients include high-net-worth families, family offices, and closely held businesses requiring wealth transfer strategies, business succession planning, and family governance structures, with particular attention to the communication strategies essential for successful multigenerational planning.

Prior to joining the firm, Marty co-founded and managed a boutique legal practice serving high-net-worth individuals and family enterprises.

• Certified Public Accountant, Texas

• Chairman of the Board, Collin Bank (2013)
• Advisory Board Member, IPS Advisors (2015–2016)