Ross W. Nager, CPA
Of Counsel
Assisting Sentinel in an Of Counsel capacity, Ross provides comprehensive family wealth planning and family business consulting services. He coordinates the integration of Sentinel’s wealth management, fiduciary, family office and other services into clients’ overall wealth plans.
Prior to joining Sentinel, Ross was Global Managing Director of Arthur Andersen’s Family Wealth Planning Practice. With over 400 employees, this practice was the largest such group in the world focused exclusively on advising ultra-affluent families. He also led Andersen’s internal Family Wealth Planning Specialty Team, which was responsible for the practice’s technical competence, client service quality and training.
Ross is a Certified Public Accountant. He holds a BBA and a Master of Professional Accounting, both from the University of Texas at Austin. He is a frequent speaker and has co-authored several books, including: The Family Business Answer Book: Arthur Andersen Tackles 101 of Your Toughest Questions, Tax Economics of Charitable Giving, La Empresa Familiar por dentro, and L’Entreprise Familiale. Additionally, he is a senior editor of The Family Business Advisor, a monthly newsletter devoted to families in business.