Alex M. Denault

I most enjoy the process of demystifying complex tax issues for clients and explaining them in easily understandable ways. I also especially like thinking up practical and innovative solutions to unique challenges that clients bring to me. With tax and estate planning issues, you can go over, under, around or through, and I take pride in helping pave the path forward in new and creative ways for my clients. I feel honored when I’m re-approached to help solve new problems or take advantage of new opportunities that arise.

While I help families with complex tax and estate planning matters on a daily basis, my ability to provide insightful advice about their corporate, M&A, and joint venture deals sets me apart from other advisors. There is value in having a single advisor shepherd a family through the various cycles of their personal, family and business life events. This value is most evident where a family seeks to engage in a sale of a family business or major investment. I counsel families concerning estate planning and business succession strategies to help minimize both wealth transfer tax and family friction, as well as identify opportunities to restructure businesses to enable an income tax-efficient transition.