As a Senior Wealth Planner in the Philadelphia office, Ross Bruch works with and advises successful individuals and business owners on the preservation, growth, and transfer of wealth. Ross provides family office-level service to his clients. While each of his clients has a unique objective that he helps to achieve, Ross’ particular expertise ranges from saving income and estate taxes on the sale of a business, to preparing the next generation to inherit liquid wealth or a going-concern family business, to coordinating the legal and tax structure of a clients’ assets.
Prior to joining the firm in 2017, Ross was in private legal practice in the trust and estates department at Saul Ewing LLP, where he focused on estate, gift, and generation-skipping transfer tax planning, tax-exempt organizations, and closely held business succession planning.
Ross received his M.S. and B.A. from the University of Pennsylvania, where he graduated cum laude, his LL.M. in taxation from the Temple University Beasley School of Law and his J.D. from the University of Pennsylvania Law School.