Brecken Diller
Family Office Director, JD, LLM, CFP®
- Role
- Family Office Director at Key Wealth
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Brecken Diller
Key Family Wealth, multi-winner of the Best Family Office Award, develops sophisticated strategies that help ultra high net-worth families ($100 Million+) grow, retain and protect significant wealth across generations. Backed by the highest service levels, Key Family Wealth’s clients have a dedicated team of national advisors in investments, tax, philanthropic, credit and estate planning. Key provides an array of unique & customized services, including enterprise consulting, legacy planning services, education services, private foundation and accounting services to supplement or to serve as the sole family office.
Experience
Family Office Director
Jan 2019 — Present · Seattle, WA, US
Education
Seattle University School of Law
Doctor of Law, JD
2003
University of New Hampshire
Bachelor of Arts, BA, History
Yale School of Management
Executive Education, CPWA
Carrabassett Valley Academy
High School Diploma
University of Washington School of Law
Master of Laws, LLM, Tax
2004
Skills
- Corporate Law
- Securities
- Investment Advisory
- Estate Planning
- Estate Administration
- Alternative Investments
- Wills
- Tax
- Wealth Management Services
- Strategic Financial Planning
- Trusts
- Family Office
- Estate Tax Planning
- Wealth Management
- Financial Planning
- Real Estate
- Wealth
- High Net Worth Individuals
- Trust Services
- Executive Compensation Planning
- Retirement Planning
- Investments
- Private Clients
- Financial Services
- Succession Planning
- Mergers & Acquisitions
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