#USA #New York #Indivisible Partners #Tax Strategy #Paul S. Lee

Indivisible Partners Welcomes Paul S. Lee as Chief Tax Strategist

On December 2, 2025, Indivisible Partners, a leading advisory platform for independent financial advisors, revealed that Paul S. Lee, a highly regarded expert in tax and estate planning, has joined the firm as Chief Tax Strategist. Based out of New York, Lee will collaborate with Indivisible's team of advisors to design innovative strategies that will help clients in crafting, preserving, and transferring wealth efficiently.

Widely recognized in the financial community, Lee brings extensive knowledge in federal, international, and state tax law, as well as experience in structuring complex transactions. His work will focus not just on advanced tax strategies, but also on integrating these approaches into long-term wealth planning for both personal and business objectives.

"Paul possesses a remarkable ability to convert complex tax regulations into practical, actionable strategies that can add noteworthy value for families and business owners," commented John Thiel, Executive Chairman and Founder of Indivisible Partners. This comment underscores Lee's reputation as an authority in translating intricate tax rules into workable solutions, which is crucial for high-net-worth clients.

A vital aspect of Lee's methodology is the understanding that optimizing tax strategies can create greater value than mere investment returns, an insight he refers to as 'tax alpha.' By aligning investment strategies with thoughtful tax planning, Indivisible Partners seeks to empower its advisors, enabling them to offer clients the insights necessary for making informed decisions that could significantly enhance long-term wealth.

Additionally, Lee emphasizes the importance of early and proactive business sale planning and structuring, ensuring that no opportunities are missed due to last-minute decisions or insufficient preparation.

"I'm thrilled about this opportunity with Indivisible Partners, especially in a landscape where optimized tax planning is essential than ever," said Lee. His aim is to prompt clients and advisors alike to consider tax strategy as a cornerstone of wealth generation rather than a secondary concern.

Prior to joining Indivisible Partners, Paul S. Lee held the position of Chief Tax Strategist at Northern Trust, steering research and strategic development on multifaceted tax issues and advising affluent clients on various tax-related matters. He previously served as National Managing Director at Bernstein Global Wealth Management, as well as a partner at the law firm Smith, Gambrell & Russell, LLP. His vast experience encompasses corporate and individual tax planning, cross-border taxation, and transformative transaction structuring.

The incorporation of Lee into Indivisible Partners is seen as a significant step towards advancing the firm's mission of providing its advisors with the comprehensive resources and tools necessary for facilitating tax, estate, and investment planning. With such depth and sophistication, the firm is poised to assist families in making more informed decisions that lead to successful long-term outcomes.

Indivisible Partners, founded by seasoned industry experts, aims to redefine independence in advisory services. The firm combines a state-of-the-art platform with true ownership and collaborative culture, empowering advisors to deliver tailored wealth management strategies to high-net-worth and ultra-high-net-worth clients. To learn more, visit Indivisible Partners.