Aaron M. White, JD, LL.M
Aaron is a Senior Wealth Strategist in the private client services group of Wealthspire Advisors, primarily covering the firm’s West Region. Aaron provides strategic guidance to high and ultra-high net worth families and family offices in estate, gift, and income tax planning, business succession issues, and charitable and philanthropic planning.
Before joining Wealthspire Advisors, Aaron served as a private wealth strategist at Wells Fargo Advisors & Investment Management, an attorney in the trust & estates group of Musick, Peeler & Garrett LLP, and the Associate Director of the Center for Estate & Gift Planning at Pepperdine University.
Aaron earned his Bachelor of Arts in Mathematics from Hillsdale College, his Juris Doctor from Pepperdine University Caruso School of Law (not currently practicing), and his LL.M. in taxation from New York University School of Law. He teaches federal estate and gift taxation as an adjunct professor at Pepperdine University Caruso School of Law. He is a board member of Campus By the Sea, Inc., a Christian campground and retreat facility on Catalina Island.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
