Jeffrey Smith

Jeffrey Smith is a highly experienced and well-respected Certified Public Accountant with expertise in taxation and accounting, advanced estate planning, advanced philanthropic planning, and alternative wealth strategies. A graduate of Southern Illinois University and Murray State University, Jeff has founded, co-founded, and held various senior positions in multiple organizations, including Jeffrey Smith, CPA, LLC, The Gottlieb Organization, Palm Beach Philanthropic Solutions, LLC, Generation BIG, Cornerstone Financial Advisory, Inc, and Touche Ross, among others.

Jeff works closely with clients who have amassed significant wealth to understand their core values and aspirations, and then helps them align their financial and planning elements to create a holistic vision for their present and future impact on the world, while ensuring that their legacy is preserved for future generations. Jeff's deep knowledge and experience in accounting, taxation, and wealth management enable him to provide tailor-made solutions to his clients that help them to maximize their income, manage their tax liability, optimize their estate planning, implement alternative investment strategies, and identify opportunities for charitable giving.