| With over 20 years of industry experience, Rich Austin is the Executive Director of Integrated’s Business Alliance and Family Office, serving as a national resource to Integrated advisors and their clients. Rich consults with high-net-worth clients and business owners on estate planning, charitable planning, business succession planning and tax planning strategies.
Rich’s areas of specialization include:
- Advising high-net-worth clients with an average net worth over $20 million dollars, on investment, estate, charitable and business planning design alternatives. Clients include fortune 500 executives and owners of successful closely held businesses.
- Researching tax reduction strategies for clients and working closely with their advisors on design and implementation. Strategies include: freeze transactions utilizing valuation discounts and grantor trusts, equity collars for concentrated positions, stock option planning, split dollar analysis and the tax implications of charitable gifting.
- Reviewing and analyzing client’s estate planning, business succession and employee benefit documentation and providing observations based on their financial goals.
Rich earned the following degrees and designations:
- JD, cum laude Pace University School of Law
- LLM in Taxation New York University School of Law
- Certified Investment Management Analyst (CIMA®)The Wharton School, University of Pennsylvania
- Certified Business Exit Consultant (CBEC)
Rich resides in Valhalla, NY with his wife, Tara and their three sons, Max, Dylan and Logan. |