Investing in Well-Being: Creating and Preserving Generational Wealth

Ren? joined Sandberg Phoenix in 2021 and is a member of the Business and Business Litigation practice groups. He advises clients on day-to-day business matters such as contract drafting and negotiation, purchases and sales. Ren? keenly understands the intersection of closely-held business and estate planning. Prior to law school, Ren? was the principal of a boutique consulting company, where most of his clients were private foundations, charitable trusts and Fortune 500 corporate giving programs. Two of his key clients included a multi-billion-dollar private equity company and a family foundation made possible by the wealth of the private equity company. There, Ren?’s passion for successful mergers & acquisitions and strategic philanthropy grew. This led him to seek degrees in law, business, finance and tax.

Ren? believes that you can only provide effective counsel if you understand your client’s interests, why those interests are valuable, and what circumstances may change your client’s value proposition. This is of great importance to Ren? because he understands first-hand what it is like to have grown a business, through two major recessions, while he counseled others.

Outside of the office, Ren? enjoys his family; the arts; and swimming, biking and running.

Esther is an Associate with WNS Denali Sourcing Services, Inc. She is also the Division Director of the ABA's Young Lawyers Division of Diversity & Inclusion.

I am an innovator and trusted advisor in the wealth management, financial planning, and fiduciary industries. I facilitate holistic, personalized opportunities for successful families committed to growing and maintaining a legacy of values and impact. I bring a multidisciplinary approach to the relationship with experience drafting sophisticated and complex estate plans; advising on minimizing personal income, gift, fiduciary, and estate taxes; planning for successful business successions or transfers; and helping families align goals with financial, legal, and investment options.

With an MBA (with Concentrations in Financial Analysis and Investments, and Minor in Real Estate), JD, and Tax LL.M., I am optimally equipped to review evolving legal and financial trends, regulations, and laws, and to bring emerging research in these areas into practice. My attention to your family's unique investment, financial, and personal needs is bolstered by additional study in emerging markets, sustainability, and charitable giving, as well as family business and succession planning. I execute upon our discussions with demonstrated success in project and task management, meaning that even the most complicated of family and personal scenarios will be met with assurance, delivery, and confidence.

In my spare time, I am a passionate board member for multiple local and national non-profits and professional organizations; paid actor, singer, and performer; data scientist and computer programmer; published scholar in the intersection of financial literacy, tax law, LGBTQ, and wealth management; and adjunct tax, estate planning, financial planning, and business law professor.