Brad
Repinsky

Brad Repinsky, Esq., is the Head of Estate, Tax, and Financial Planning at Signature Estate & Investment Advisors (SEIA). He helps high-net-worth families navigate the complex financial decisions involved in wealth preservation, tax planning, estate planning, philanthropy, and intergenerational wealth transfer.

For many families, effective planning involves more than investment management. It requires coordinating trusts, gifting strategies, charitable goals, tax considerations, and family dynamics while preparing the next generation for the responsibilities that come with inherited wealth. Brad works with families and their advisors to bring these elements together and help ensure that financial decisions remain aligned with each family’s goals and values.

Brad joined SEIA after more than a decade at Fidelity, where he helped build the firm’s high-net-worth planning division from the ground up, growing it to more than 70 team members. His experience includes estate, trust, gift, charitable, and advanced financial planning strategies, as well as corporate trustee services and legacy preservation.

Brad is a frequent writer and speaker on estate planning, tax strategy, charitable giving, and family wealth. His work has addressed topics including preparing heirs for significant inheritances, coordinating estate and financial planning, and helping families make thoughtful decisions before a major life transition or wealth transfer occurs.

He is based in SEIA’s Southern California office and serves clients nationwide.