Thomas Monroe
President and Board Director
- Role
- President and Board Director at Blue Sky Trust
- Location
- Reno, US
- LinkedIn followers
- 500 followers
About Thomas Monroe
Independent professional trustee (no products to sell). I have the pleasure of…
Experience
President and Board Director
Mar 2025 — Present · Reno, NV, US
Blue Sky Trust serves as Trustee for ultra-high net-worth families, collaborating closely with their team of advisors and provide expert guidance on intricate trust and tax matters. We are driven by a passion for helping people navigate their unique circumstances, offering expert advice in trust, estate, charitable and tax planning.
Education
Suffolk University Law School
Juris Doctor, Law
2002 — 2006
Bentley University
Bachelor of Science, Accounting Information Systems
1998 — 2002
Skills
- Charity Governance
- Wealth
- Asset Management
- Retirement Planning
- Fiduciary Services
- Asset Allocation
- Charitable Gift Planning
- Charitable Giving Strategies
- Trust Services
- Charitable Trusts
- Investments
- Estate Law
- Stewardship
- High Net Worth Individuals
- Ira's
- Personal Finance
- Trusts
- Strategic Financial Planning
- Alternative Investments
- Tax
- Wealth Management Services
- Probate
- Income Tax
- Securities
- Estate Planning
- Estate Tax Planning
- Investment Management
- Investment Advisory
- Financial Planning
- Gift Tax
- Philanthropy
- Wealth Management
- Trust Management
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