Bhavik Patel

Chief Executive Officer and Chairman of Executive Committee at Sandberg Phoenix

Bhavik R. Patel is the Chief Executive Officer and Chairman of the Executive Committee at Vested Solutions, LLC, located in St. Louis, Missouri. He has held this position since June 2024, after a long career in law and business management. Patel is also a shareholder and the Business Practice Group Leader at Sandberg Phoenix, a law firm where he has worked since 2004. His expertise encompasses wealth and tax planning, business and corporate planning, special needs planning, and probate and trust litigation.1 2

Education and Professional Background

Education:
- BBA in Finance and Economics from Georgia State University (1996-1999)
- JD from the University of Arkansas at Little Rock, William H. Bowen School of Law (2000-2003)
- MBA in Strategic Management from the Illinois Institute of Technology (2002-2003)
- LLM in Tax from Washington University in St. Louis School of Law (2003-2004)
Professional Roles:
- Adjunct Professor at Washington University in St. Louis School of Law, teaching practical aspects of wealth planning since 2008.
- Active board member for several organizations, including the St. Louis Zoo Association and the Starkloff Disability Institute, and he is the founder of Families at Ease, a nonprofit focused on supporting families with special needs.1 2

Recognition and Impact

Patel has been recognized as a Missouri Super Lawyer in the area of Closely Held Business and Family Owned Business Law since 2014. His work has significantly impacted the legal landscape for closely held businesses, and he is known for his commitment to civic and philanthropic causes in the St. Louis community.1 2