Jerad Beltz

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Primary Office

Jerad Beltz is a trusted legal advisor who helps clients with estate planning, trust administration and business transactions.

Jerad works with high-net-worth and ultra-high-net-worth individuals and privately held businesses with a particular focus on wealth preservation, philanthropic planning and succession planning. He also advises clients in a wide range of corporate and business matters. Many clients rely on Jerad as their outside general counsel, and he enjoys the variety and familiarity of serving as a trusted legal advisor in that capacity. In each case, Jerad strives to understand the unique goals and motivations of his client to develop long-term strategies and solutions that will serve generations to come.