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Our Team

Meet Adam Rubinfeld

Adam Rubinfeld
EA, MST
Managing Director - Tax

Adam Rubinfeld is a Managing Director – Tax. He has more than 10 years of experience serving high-net-worth individuals and families, advising them on tax, trusts and estates and philanthropic strategy. Adam’s clients value his accessibility, proactivity and his increasing commitment to their respective engagements in parallel with his career growth.

Adam works closely with his clients to help them achieve their financial goals. He has assisted families through estate administration, as well as on gift taxation preparation.

In addition to client responsibilities, Adam delivers internal professional development and training seminars, teaching on current industry trends and compliance issues.

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