#United States #Los Angeles #Wealth Management #Signature Estate #Brad Repinsky

Signature Estate & Investment Advisors Boosts Leadership with New Director

Signature Estate & Investment Advisors (SEIA), a prominent wealth management firm in the United States, recently made headlines by appointing Brad Repinsky, Esq. as the new Director of Estate, Tax, and Financial Planning. This strategic move aims to enhance SEIA's capabilities amid an increasing demand for sophisticated multigenerational wealth solutions.

With over two decades of experience in the field, Repinsky brings a wealth of knowledge and expertise, having advised high-net-worth and ultra-high-net-worth families, business owners, and corporate executives on intricate estate, tax, and financial planning strategies. His leadership is expected to significantly advance the firm’s Private Client Group, especially in light of the anticipated great wealth transfer impacting generational wealth management.

Repinsky’s appointment is reflective of SEIA’s commitment to adapting its services to meet the needs of clients with complex financial situations. He will guide the development and scaling of the Private Client Group, ensuring that SEIA leverages its heritage in estate and tax planning as it scales its operations across the country. The firm has built a strong reputation for delivering high-quality, personalized planning that addresses the evolving requirements of its clients.

In an industry that is continuously undergoing transformations, particularly in client expectations and regulatory frameworks, Repinsky's expertise will provide vital support in offering advanced strategies that go beyond the conventional approaches. He will be instrumental in addressing multifaceted client needs, which include multigenerational wealth transfer, trust formation, philanthropic planning, and estate tax mitigation.

Matt Matrisian, the President of SEIA, expressed enthusiasm about Repinsky’s addition, stating that it marks a significant enhancement in the depth and breadth of client services. “It's not just about bringing on a new team member,” Matrisian noted. “It’s about expanding our offerings to meet the increasingly complex needs of our clients as we continue to grow upmarket.” This philosophy underscores SEIA's commitment to elevating its family office-style services, which require a nuanced understanding of client goals and concerns.

Repinsky’s role will encompass various dimensions, including advisor enablement, tracking changes in tax policy, and identifying innovative strategies tailored for high-net-worth clients. This multifaceted approach will be supported by SEIA’s proprietary asset management platform, Signature Investment Advisors (SIA), which provides clients with unique investment opportunities typically not accessible in the public markets—ranging from private equity to hedge funds.

The move to enhance the advisory infrastructure comes on the heels of a significant growth trajectory for SEIA; the firm reported a remarkable 30% increase in assets under advisement in the previous year, surpassing $30 billion. The appointment of Repinsky is a pivotal part of SEIA's strategy to expand its footprint nationally, leveraging mergers, acquisitions, and targeted recruitment processes aimed at augmenting client service effectiveness.

Reflecting on the current landscape of estate and tax planning, Repinsky stated, “Today’s clients are faced with unprecedented challenges—ranging from shifting tax laws to the complexities of preparing the next generation for wealth stewardship. At SEIA, we have a unique chance to simplify this complexity by aligning our people and processes to create effective solutions.” His proactive approach aims not only to strategize but to empower clients to act confidently on their wealth management plans.

The Private Client Group at SEIA stands out for its commitment to providing customized, comprehensive wealth solutions tailored to the intricate needs of high-net-worth and ultra-high-net-worth individuals. For those interested, more information can be found on SEIA’s website under the Private Client Group section.

About SEIA

Founded in 1997 and based in Los Angeles, California, Signature Estate & Investment Advisors, LLC® (SEIA) is a distinguished investment advisory firm that specializes in comprehensive financial planning, investment management, and estate planning. Through its affiliated broker-dealer, Signature Estate Securities, LLC, SEIA provides clients access to a wide range of financial products. Committed to social responsibility, SEIA has raised over $2 million for local youth charities through its Signature Fund for Giving. The firm is backed by Reverence Capital, a private equity firm based in New York, ensuring its solid financial foundation moving forward.