James (“Jim”) Summers serves as a Senior Family Office Advisor at Blue Trust in Orange County, California, where he leverages over two decades of experience in tax and financial consulting to guide high-net-worth individuals and families in achieving their financial goals. In his current role,...
James (“Jim”) Summers serves as a Senior Family Office Advisor at Blue Trust in Orange County, California, where he leverages over two decades of experience in tax and financial consulting to guide high-net-worth individuals and families in achieving their financial goals. In his current role, Jim oversees a diverse portfolio of clients, providing tailored financial strategies that encompass estate planning, tax optimization, and comprehensive wealth management. His expertise in accounting and business management allows him to navigate the complexities of family dynamics and financial structures, ensuring that clients not only preserve their wealth but also enhance it for future generations.
At Blue Trust, Jim plays a pivotal role in key projects that integrate biblical wisdom with technical financial acumen. He is instrumental in developing customized financial plans that reflect the values and aspirations of families, helping them to make informed decisions that foster clarity and confidence. His extensive background as a Tax Partner at Ronald Blue & Co. CPAs and Consultants, LLP, where he honed his skills in income tax and trusts, positions him uniquely to address the intricate tax implications that often accompany wealth management.
Jim's commitment to leaving a lasting legacy for his clients is evident in his approach to financial planning, where he emphasizes the importance of aligning financial strategies with personal values. By fostering open communication and trust, he empowers families to navigate their financial journeys with assurance, ensuring that they can achieve their desired outcomes while honoring their commitments to future generations. With a nationwide network of 17 offices, Blue Trust stands ready to support clients across the wealth spectrum, and Jim is at the forefront of this mission, dedicated to delivering objective advice and comprehensive financial services.
