GREGORY F.

WILDER
Cell: 407-491-8751

Miami, Florida
www.linkedin.com/in/gregorywilder

Email: gfw.spws@gmail.com

Experienced CPA and Tax Attorney, with significant tax practice leadership and client service
skills.
Tax Partner who has led and built multiple Private Wealth teams over the past 20 years. Seeks
opportunity to build and lead tax teams in a dynamic and growth-oriented tax organization.
Expert in providing comprehensive tax and business advice to business owners, entrepreneurs,
executives, and high net worth families (including over 15 members of The Forbes 400).
Specialist in the unique and complex needs of closely held businesses and their owners.
Proven track record of selling and delivering over 100 family wealth planning engagements for
ultra-high-net worth clients, generating billions of dollars of federal and state tax savings.
Extensive Federal Tax expertise in a variety of business tax areas, including restructuring,
S corporation and partnership taxation, and mergers and acquisitions.
Broad industry experience serving clients in hospitality/real estate/construction, health care,
transportation, manufacturing, retail, and distribution.
PROFESSIONAL EXPERIENCE

Stellar Wealth Management, LLC

___

March, 2011-Present

Founder, Owner and Managing Member of this tax consulting firm

Southeastern U.S.

Gregs current tax practice represents ultra-high net worth individuals, business owners, and
their families throughout the southeastern U.S.
Services include a full range of tax consulting services, including estate and trust planning,
income tax planning, retirement planning, international tax planning, and entity structuring.
Practice focus includes planning related to monetization and pre-liquidity strategies.
Expert in complex estate and generation-skipping tax planning, individual income tax, charitable
planning, and cross-border international wealth planning.

BDO,LLP_____________________________________________ May 2014 -March, 2015

Tax Senior Director

West Palm Beach

Greg was the Southeastern and Northeastern Regional Practice Leader for the firms Private
Client Services (PCS) practice.
The practice focused on all aspects of tax planning and compliance for wealthy business owners
and their businesses, executives, and family offices.
Greg was also a national specialty resource, leading a number of significant and complex estate
and succession planning engagements in the entire eastern half of the U.S. Included complex
tax planning associated with major liquidity events, resulting in dozens of millions of tax
savings.
Member of the firms PCS Leadership team, serving as a technical resource for individual,
estate, gift, trust and generation skipping tax compliance reviews and planning projects.
Greg led planning engagements involving cross-border planning for numerous executives and
families, and was a national resource for the firms multi-national private clients.

J.P. Morgan Private Bank

Executive Director, Senior Banker

August 2011 November, 2013

West Palm Beach/Tampa

Represented ultra-high net worth individuals, families, and foundations and endowments, to
preserve and enhance their wealth. He also consulted on family governance and succession
planning.
Greg advised on asset allocations and portfolio construction, corporate banking, income tax,
wealth and estate tax planning, trust structuring and administration, and lending and liquidity
alternatives.

Grant THORNTON, LLP

June, 2002 March 2011

Tax Partner-in-Charge, Southeast Private Wealth Services, 2007-2011

Managed and led 35 to 40 professionals in the Southeastern U.S. PWS practice. Practice
generated $9 to $12 million of revenue annually, consisting of both tax consulting and
compliance services.
Greg provided comprehensive tax planning and compliance services to the firms wealthiest
privately held business owners and their companies. He successfully sold and led numerous
engagements.
Greg led the firms Quality Assurance initiatives for individual income tax, gift and estate tax,
and trust compliance initiatives. He was recognized for his technical expertise in these areas.
Increased firm-wide productivity and quality by leading the development of numerous
checklists, tools, methodologies, and training initiatives for the PWS practice. This effort began
in 2004.
National developer and trainer on the use of the sales and service delivery process, a
comprehensive methodology used to sell and deliver over two dozen comprehensive $75,000
to $400,000 wealth planning projects for clients.
Senior leader to over 85 US-based professionals in the PWS practice, which generated over $30
million in annual revenues.

National Tax Partner in Charge Family Wealth Planning, 2003-2007

Orlando, FL

Founded and led a Family Wealth Planning (FWP) practice within the federal tax practice. The
FWP practice grew from three people in 2003, to over 85 professionals nationally by 2011.
Greg sold, delivered and implemented over 40 complex wealth planning and business
succession projects for business owner clients. Greg generated consulting revenues of $1 to $2
million annually.
Developed the firms sales and service delivery process, which was used firm-wide for
comprehensive tax and business planning projects with privately held business (PHB) owners.
Hired and recruited dozens of professionals to build the FWP practice throughout the U.S.
Worked with clients in 38 different Grant Thornton offices in the U.S.
Leader in the national Strategic Federal Tax Solutions (SFTS) group, cross-selling multiple tax
service offerings.

Tax Practice Leader, 2002-2006

Atlanta, GA

Orlando, FL

Transitioned 42 employees into Grant Thornton LLP, from Arthur Andersen, LLP.
Led the Orlando Tax Practice. For two years (2004 2005), also led the Tampa Tax Practice.
Supervised 10-18 local tax professionals during this period, serving as the tax engagement
partner for almost all tax clients in Central Florida. Practice generated $3 to $5 million of
revenue annually.
Served a variety of private businesses, public companies, and executives with all of their tax
needs.

ARTHUR ANDERSEN, LLP

1983 2002

Tax Partner - Market Leader Private Client Services, 1994 2002

Miami/Orlando

Partner in charge of PCS in the state of Florida. Greg established, built and led one of the firms
most profitable and high-growth practices in the US. Responsible for all aspects of growth,
including quality assurance, team member recruitment and retention, technical training, and
sales and marketing.
The PCS practice implemented cutting-edge wealth preservation and retention strategies for the
firms most successful entrepreneurs and business owners.
Services provided included income tax, financial planning, estate planning, and investment
advisory planning. Resulted in many billions of dollars in tax savings for his clients.
Greg generated and supervised annual client revenues in excess of $3 million. The revenues
were annually in excess of $10 million for the entire Florida PCS group.
Florida PCS grew from five to 22 people during this period.

Tax Associate, Senior Associate, Manager, Senior Manager, 1983 1994

Tampa

EDUCATION
LLM in Taxation, Magna Cum Laude, 1983
UNIVERSITY OF FLORIDA, College of Law, Gainesville, FL
Juris Doctor, Magna Cum Laude, 1982
STETSON UNIVERSITY, St. Petersburg, FL
BBA, Accounting, Magna Cum Laude, 1979
STETSON UNIVERSITY, DeLand, FL
CERTIFICATIONS / LICENSES

CPA (Georgia, Florida)

Attorney (Florida)

PUBLICATIONS / HONORS

Nations 100 Most Exclusive Wealth Advisors (The Robb Reports Worth Magazine), 2004
Author of articles for The Journal of Real Estate Taxation and The Florida Bar Journal

Personal
Financial
Specialist
designation)
NASD Series 2, 7, 63, 65

PROFESSIONAL AFFILIATIONS

Florida Bar Association

Florida Bar Tax Section
Florida Bar Committee on Relations with CPAs (former member / past-Chair)
American Bar Association
American Association of Attorney-Certified Public Accountants
Florida Institute of Certified Public Accountants
Georgia Society of CPAs
Stetson Family Business Center, Professional Board of Advisors

(AICPA