Jeff Sain, CTFA, CFP®

Much of Jeff’s career has focused on helping families with significant wealth achieve life goals and create multigenerational legacies while minimizing taxes, costs and unnecessary complications. To his work, he brings two decades of experience in wealth management, comprising investments, risk management, tax planning and trust and estate strategies. He has deep expertise in the formation and implementation of complex multigenerational trusts, for which LNW typically serves as trustee or co-trustee. 

For each of his clients, Jeff is known for providing tangible, life-enabling results with a high level of personalized care. This starts with helping clients explore how their wealth can have the greatest positive impact on their family and community. Based on Jeff’s insights and in-depth analysis, clients can envision their options more clearly and determine the direction they wish to go. Working with other LNW experts, he then draws on a wide variety of tools and strategies to put in place financial frameworks that will endure the test of time.  

An important aspect of Jeff’s work is getting to know the younger people within families and making them part of the planning process. He believes education and preparation of the next generations is key to building and safeguarding family wealth, as well as creating an enduring legacy.