Background
Drew LaGrande offers clients more than 10 years of comprehensive wealth management experience assisting ultra-high net worth families with a wide variety of wealth management needs, including estate and gift tax planning, income tax planning, financial planning, philanthropy, risk management and family governance.
Drew is a member of the Florida Bar. As a former estate planning attorney he advised clients on matters involving estates and trusts, tax planning, business succession planning, asset protection, entity selection and planned giving.
Drew holds himself accountable to recommend strategies with the client’s needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. Drew takes the time to talk to and get to know his clients to help gain an understanding of the critical aspects of a client’s financial life so that he can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.
Personal Interests
Drew serves on the Federal Tax Committee of the Florida Bar Tax Section.