Gerald O'Connell serves as a Partner in Tax Planning at BakerAvenue Wealth Management, where he brings over two decades of expertise in advising high-net-worth clients and family offices on sophisticated income and estate tax strategies. His role is pivotal in helping clients navigate the complexities...
Gerald O'Connell serves as a Partner in Tax Planning at BakerAvenue Wealth Management, where he brings over two decades of expertise in advising high-net-worth clients and family offices on sophisticated income and estate tax strategies. His role is pivotal in helping clients navigate the complexities of wealth preservation and intergenerational wealth transfer. Gerald specializes in concentrated stock diversification, a critical area for clients with significant holdings in single equities, ensuring they manage risk while optimizing their tax positions. His deep understanding of the Alternative Minimum Tax (AMT) allows him to craft tailored strategies that minimize tax liabilities and enhance overall financial outcomes.
At BakerAvenue, Gerald is actively involved in key projects that align with the firm's mission to provide comprehensive wealth management solutions. He collaborates closely with clients to develop customized financial models that address their unique situations, particularly in the areas of capital gains management and trust structuring. His expertise in structured finance and investment banking further enhances his ability to deliver innovative solutions that meet the evolving needs of clients.
Gerald's commitment to making a positive societal impact is reflected in his approach to wealth management, where he emphasizes sustainable investment strategies alongside financial returns. As part of a firm that has guided clients through personal and professional transitions since 2004, he is dedicated to fostering long-term relationships built on trust and results. With a keen eye for financial risk and a robust understanding of corporate finance, Gerald O'Connell is a trusted advisor for those seeking to navigate the intricate landscape of wealth management with confidence.
