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Philadelphia Estate Planning Council

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Brian Balduzzi

Holland & Knight

 

Member profile details

First name
Brian
Last name
Balduzzi
Suffix/Designations
Esq., Tax LL.M., MBA, CFP, CEPA, AEP, IPA
Organization
Holland & Knight
Title
Private Wealth Services Partner
 

Additional Membership Information

Headshot
Primary Discipline
Attorney
Secondary Discipline(s)
  • Education
  • Financial Planning
Professional Bio
Brian Balduzzi of Holland & Knight LLP in Philadelphia, PA. Brian Balduzzi received his JD and Tax LL.M. from Boston University School of Law, where he was honored with the Sylvia Beinecke Robinson Award, and received his MBA from Cornell University as a Roy H. Park Leadership Fellow. As part of the Private Wealth Services group, Brian assists individuals and families, and their fiduciaries, domestically and internationally, to preserve, manage and transfer wealth. Brian implements sophisticated estate planning, trust and estate administration, and business succession planning. In addition, Brian has been an esteemed adjunct professor in tax, estate planning, business law, and finance for a number of undergraduate, graduate, and law schools.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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