MARIO BAI, JD

Mario is a veteran entrepreneur and strategist who delivers a founder’s perspective to advanced estate planning and wealth preservation.

In 1999, he pioneered the tech landscape by launching one of the first VoIP-as-a-service companies, navigating its growth through to a successful exit. He followed this success by pivoting into the high-end luxury market, managing the intricate logistics of international fine wine import and distribution.

Today, Mario leverages this diverse operational background to counsel high-net-worth individuals on complex business strategies and tax-efficient wealth transitions. He integrates decades of first-hand commercial experience with sophisticated legal expertise to deliver pragmatic, high-stakes solutions for asset protection. Having built, scaled, and exited his own ventures, Mario speaks the language of the entrepreneur, ensuring that every estate plan is as robust as the businesses that built the wealth. Admitted to practice in Florida, New York and New Jersey, and the US Tax Court.

Mario is admitted to practice in Florida, New York and New Jersey, and the US Tax Court.