Robert Lack, JD

WEALTH TRANSFER ADVISOR

Rounding out Timonier’s holistic approach to wealth planning and management Robert covers a key area of wealth preservation as our Estate Planning Advisor. Robert has almost a decade of experience in helping families organize their affairs and implementing strategies designed to protect and preserve their wealth. Wealth transfer strategies come in and all shapes and sizes, and Robert prides himself on understanding each family’s needs so that the family can make an informed decision on which strategies available meet the desired goals, whether those goals be affirmative reduction in transfer taxes, or simplifying the process by which wealth is transferred to younger generations.

Practicing before the IRS and the North Carolina Department of Revenue, Robert has experience in a wide range of income and estate tax issues encountered at both the audit level and the appeals level of the federal and state governments.

• University of South Carolina School of Law, J.D., magna cum laude
• Wofford College, BS, Finance, magna cum laude