Wealth Management Group, LLC.

Attorney

• Independently craft sophisticated estate plans for ultra-high net worth clients with assets exceeding $40 million, including drafting wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives.
• Spearhead succession planning to ensure seamless asset transfers, family business continuity, and estate tax minimization through cutting-edge strategies, with a focus on federal estate tax planning.
• Independently draft and implement advanced estate tax planning vehicles, including sales to Intentionally Defective Grantor Trusts (IDGTs), Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), and Charitable Trusts (e.g., Charitable Lead Annuity Trusts or Charitable Remainder Trusts).
• Design and execute out-of-state asset protection trusts to safeguard client assets.
• Provide expert counsel on tax-efficient gifting, intergenerational wealth transfer, and asset protection, incorporating elder law considerations such as long-term care and Medicaid eligibility when relevant.
• Conduct meticulous reviews of client financial portfolios to identify tax-saving opportunities and mitigate risks in high-value estates.
• Collaborate with interdisciplinary teams, including financial advisors and accountants, to deliver bespoke strategies aligned with clients’ personal and familial aspirations.
• Manage probate administration and trust oversight for complex estates, resolving disputes amicably or through litigation when necessary.
• Stay ahead of evolving federal and state estate tax laws, offering proactive, informed guidance to clients on regulatory shifts.
• Mentor junior team members and contribute to firm-wide knowledge-sharing through internal training or client education initiatives.
• Uphold meticulous documentation and adhere to the highest ethical standards in all client interactions.

Trust and Estate Attorney

Sales

• Develop and execute a regional sales strategy focused on revenue growth and market penetration for dental, veterinary, and medical sectors along the U.S. East Coast.
• Leverage your existing relationships in the dental industry to accelerate sales of custom dental cabinetry to clinics, group practices, and distributors.
• Build, manage, and grow strategic partnerships with major dental distributors, ensuring strong alignment on product positioning, marketing support, and sales targets.
• Identify and close new opportunities with dental practices and DSOs by highlighting the advantages of our integrated design-build-install cabinetry and workflow solutions.
• Expand into adjacent markets (veterinary and medical clinics) by educating prospects on our proven dental expertise and high-quality, compliant solutions.
• Accurately forecast sales, track key performance metrics, and provide regular insights on East Coast market trends, competitor activity, and pipeline opportunities.
• Collaborate with internal design, manufacturing, and installation teams to ensure seamless project delivery and high customer satisfaction.

Regional Sales – Dental Cabinetry

Chief Operating Officer

• Full operational control across production, packaging, fulfillment, and warehouse
• Oversight of ~55 employees (45 in Miami, 10 overseas)
• End-to-end manufacturing performance and output
• Warehouse and fulfillment efficiency (e-commerce driven environment)
• Process optimization, systems, and infrastructure
• Implementation of automation / operational improvements
• Ensuring the business runs smoothly, efficiently, and profitably

COO – Director of Operations

• Develop and execute a comprehensive sales strategy for the dental, veterinary, and medical markets.
• Leverage existing relationships and industry knowledge to identify key decision-makers.
• Build and maintain strong partnerships with major distributors.
• Drive market expansion into complementary sectors beyond dental.
• Forecast sales, track KPIs, and provide actionable insights on market trends.

Regional Sales – Dental & Medical Solutions

Financial Planning and Analysis

• Lead all aspects of financial planning, analysis, and reporting to ensure organizational sustainability.
• Manage budgeting, forecasting, and cash flow in a lean operational environment.
• Identify and secure funding opportunities, including debt financing, grants, or investor capital.
• Implement and oversee technology-driven financial systems, leveraging AI tools where appropriate to improve efficiency and insight.
• Partner with operational teams to align financial strategy with mission objectives.
• Ensure compliance with regulatory and reporting requirements, including audits and tax filings.
• Advise on strategic business decisions and potential growth initiatives.

Trust and Estate Attorney

Regional Sales – Dental Cabinetry

COO – Director of Operations

Regional Sales – Dental & Medical Solutions

Chief Financial Officer, Veteran-Focused Legal Services