Jame Scott-McGill
- Role
- Private Wealth Advisor Multi-family Office Executive at Morgan Stanley
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Jame Scott-McGill
Entrepreneurial, solutions-driven, and accomplished Multi-Family Office Executive with a…
Experience
Private Wealth Advisor Multi-family Office Executive
May 2021 — Present · US
Operate in the context of a Multi-Family Office Executive by managing UHNWIs and Family Offices through multigenerational wealth management-Manage a team of internal and external partners in the following areas: Estate Planning, Tax Planning, Monetization Planning, Philanthropy, Family Governance and Dynamics, Impact Investing (ESG), Business Exits, Succession Planning and M&A- Implement data driven approach towards Tax Alpha portfolio construction.
Education
Texas Tech University
Master's Degree, Personal Financial Planning
Texas Tech University
BS, Personal Financial Planning and Human Development
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