Thomas Dangelo
Vice President - Goldman Sachs Family Office at Ayco/Goldman Sachs
- Role
- Vice President - Goldman Sachs Family Office at Goldman Sachs Ayco
- Location
- Jersey City, NJ, US
- LinkedIn followers
- 500 followers
About Thomas Dangelo
Advise clients on all areas of financial planning including, but not limited to, taxes, estate planning, wealth transfer, insurance, investment management, benefits/compensation and retirement planning. Advise clients on the most advantageous use of tax and estate planning strategies to reduce tax liabilities and transfer wealth to beneficiaries. Supervises the drafting and implementation of estate and gift planning strategies, including family limited partnerships, generation skipping tax-exempt dynasty trusts, and grantor retained annuity trusts. Prepare and review client\'s personal income and gift tax returns as well as income tax returns for partnerships and trusts. Clients include current and former partners of Goldman Sachs, private company executives, entrepreneurs and high-net-worth families.
Experience
Vice President - Goldman Sachs Family Office
Aug 2013 — Present
Advise clients on all areas of financial planning including, but not limited to, taxes, estate planning, wealth transfer, insurance, investment management, benefits/compensation and retirement planning. Advise clients on the most advantageous use of tax and estate planning strategies to reduce tax liabilities and transfer wealth to beneficiaries. Supervises the drafting and implementation of estate and gift planning strategies, including family limited partnerships, generation skipping tax-exempt dynasty trusts, and grantor retained annuity trusts. Prepare and review client\'s personal income and gift tax returns as well as income tax returns for partnerships and trusts. Clients include current and former partners of Goldman Sachs, private company executives, entrepreneurs and high-net-worth families.
Education
Syracuse University College of Law
Juris Doctor, Law
2000 — 2003
SUNY Geneseo
B.S., Accounting
1996 — 2000
Skills
- Investment Strategies
- Alternative Investments
- Hedge Funds
- Tax
- Estate Tax Planning
- Tax Accounting
- Investment Management
- Strategic Financial Planning
- Personal Financial Planning
- Health Insurance
- Asset Allocation
- Mutual Funds
- Inheritance Tax Planning
- Wealth
- Asset Management
- Retirement Planning
- Series 7
- Portfolio Management
- 401k
- Finance
- Insurance
- Insurance Planning
- Wealth Management
- Fixed Income
- Trusts
- Financial Advisory
- Equities
- Financial Planning
- Investments
- Employee Benefits
- Tax Preparation
- Investment Advisory
- Fixed Annuities
- Income Tax
- High Net Worth Individuals
- Securities
- Estate Planning
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