Fred Botek, JD

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.