David Heilich is Practice Leader of the Family Wealth Planning Group. David has more than 14 years of experience and is responsible for the growth and development of the Family Wealth Planning Practice. This practice serves family businesses, wealthy families and executives with comprehensive wealth management services. David's areas of expertise include: Estate Planning Family Business Consulting Income Tax Consulting Advanced Planning Financial Planning Family Office Services Estate and Trust Compliance David also provides expertise on various individual, partnership, estate, gift and trust income tax related issues to the tax and accounting services group. Prior to joining Brown Smith Wallace, David served as a Tax Manager and Director of Estate and Trust Services at MPP&W, P.C. In addition to his consulting and compliance responsibilities he also was primarily responsible for all aspects of providing services to a prominent St. Louis family office. He is a licensed certified public accountant and a member of the American Institute of Certified Public Accountants, the Missouri Society of Certified Public Accountants, and the Estate Planning Council. David earned a Bachelor of Science Business Administration degree in Accounting from St. Louis University. |