Provided by Samantha M. White
Samantha White counsels high net worth families on estate and gift planning, complex estate and trust administration, charitable planning and business succession issues.
In her role, Samantha serves some of the region’s wealthiest families. Her clients include entrepreneurs and their closely held businesses, corporate executives, family offices, corporate trustees and private trust companies. She understands that serving her clients requires collaboration with other advisors across multiple disciplines to implement a comprehensive solution designed to meet the family’s objectives. Sam is the leader of the Denver Office Tax Group.
High Net Worth
Samantha White acts as general counsel for wealthy families in the Colorado region. She regularly advises on gift transactions and guides clients on the most efficient strategies for wealth transfer. A Colorado-based wealth manager says: "Samantha is as good as they come, I would refer every client to her if I could."