ANDREW NEVILLE, JD
Director of Tax & Estate Planning
Andrew is a seasoned estate planning professional with over a decade of dedicated service advising high-net-worth and ultra-high-net-worth individuals and families. Andrew brings a strong legal foundation and deep technical expertise to the development of sophisticated tax and estate planning strategies.
Andrew has worked with multiple nationwide registered investment advisors (RIAs) and financial firms, where he has helped clients navigate complex wealth structures, minimize tax exposure, and plan effectively for generational wealth transfer. His approach is highly personalized, focusing on aligning each estate plan with the client’s specific financial goals, family considerations, and long-term objectives.
Known for his clear communication and client-focused mindset, Andrew prioritizes education as a key part of the planning process. He ensures clients fully understand the components and implications of their estate plans, empowering them to make informed decisions and feel confident that their strategies are thoughtfully tailored to their needs.
Andrew is a graduate of Pepperdine Caruso School of Law.
