Mr. Adler practice areas tax and estate planning informed by more than 20 years of executive experience within family offices and their operating businesses. His prior roles as President, Chief Legal Officer, and Chief Financial Officer provide a unique, insider perspective on how wealth structures function in practice—allowing him to craft strategies that reflect the operational realities, family dynamics, and implementation challenges that only firsthand management experience can reveal.

As both a Certified Public Accountant and an attorney Board Certified in Estate Planning and Probate Law, Mr. Adler’s practice encompasses comprehensive, life-cycle planning that evolves with clients’ changing personal and business needs. His work includes designing and implementing sophisticated trust structures, estate and gift tax planning, generation-skipping transfer tax strategies, charitable and lifetime gifting programs, life insurance structuring, portability and domicile planning, and tax controversy matters.

Mr. Adler also advises on corporate, M&A, and governance matters for closely held and family-owned businesses. His extensive experience leading operating companies and integrating them with family wealth structures enables him to guide clients through complex transactions, business transitions, and governance frameworks that support both continuity and growth.

His clients include high-net-worth families, family offices, and closely held enterprises seeking wealth transfer strategies, business succession planning, and family governance structures—with particular attention to the communication and decision-making systems essential to successful multigenerational planning.

• Certified Public Accountant, Texas

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