Fred Botek, JD

Director of Family Office Services
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Fred Botek is the Director of Family Office Services.  In his role, he focuses on complex tax and wealth planning matters for our client families, while also playing a key role in managing the structure and development of the Family Office team.

Previously, Fred held a senior management role serving wealthy families and foundations with a Registered Investment Advisor, and maintained a private family office practice providing tax and estate planning services to a select group of families. In addition to serving on several non-profit boards, Fred serves as Chairman of Gilmour Academy’s Board of Trustees.