At Sentinel Trust, Brandon leads the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of clients with a special interest in tax compliance and planning.
Brandon joined Sentinel Trust in 2022 with twenty years of experience advising ultra-high-net-worth families on complex and effective wealth management strategies to meet their investment, wealth transfer, income tax, business succession and philanthropic planning goals. A CPA by training, Brandon has spent time both at a boutique multi-family office as Director, Senior Tax Advisor and at a regional accounting firm as a practicing accountant.
- Director, Senior Tax Advisor, Argos Family Office, St. Louis, MO (2008–2022)
Responsibilities included planning, compliance, audit strategy, and tax strategy for a $3 billion privately-held, multi-family office. Tax strategy and compliance was primarily focused on maximizing after-tax value. Other responsibilities included assisting the investment and private equity team structure new investments to ensure allocations and distributions achieved desired returns.
- Tax Senior, Swink, Fiehler & Company, St. Louis, MO (2003–2007)
Responsibilities included return preparation for individuals, partnerships, S corporations, and trusts. Responsible for creating efficiencies in the tax preparation and compliance group, talent acquisition and management.
- Missouri Society of CPAs, Member
- Volunteer coach for third and fourth grade select basketball team. Also volunteer coach for first and second grade baseball team.
The latest edition of On Watch is now available for download. This issue features articles on entity optimization, family office services, and income tax opportunities for low-rate family members. Contributors to this issue are Justin L. Baker, MBA, JD, LLM, Katherine Rose, MBA, CFA®, and Brandon D. Harsell, CPA. To receive email alerts about future…