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.
On Watch – May 2023
The latest edition of On Watch is now available for download. This issue features articles about Roth IRA strategy, long-term care insurance, and what to expect when buying a condo. Contributors to this issue are Brandon D. Harsell, CPA, Kelsey W. Gray, JD, Lissa S. Gangjee, JD, CFP®. To receive email alerts about future issues…
On Watch – September 2022
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…