Today’s successful people face high income tax burdens, looming estate taxes, and business succession complexities.

With his 44 years of experience, Gerald Sacks has gained a profound understanding of how the affluent make important decisions concerning their taxes, their families and inheritance, as well as their businesses, all while balancing their charitable endeavors.

Gerry is known to have the unique ability to help families and businesses solve their problems. His diagnosis of each individual situation creates positive solutions for his clients.

His practice concentrates on assisting high net worth individuals with asset protection and the complexity of solving business and family challenges. He works jointly with attorneys, CPAs, stock brokers and financial advisors across the country.

In addition to writing industry specific books, Gerry has recorded DVDs and CDs on Charitable Planning, Business Succession Planning, Estate Planning, Retirement Planning and marketing techniques used by major insurance companies and organizations. For many years, he taught CE classes for attorneys and CPAs across the United States. He has also taught CE classes for the life insurance industry.

Gerry is regularly invited to speak across the U.S. and internationally at various industry meetings. Gerry presented on the main platform of the Forum 400 as well as the Top of the Table and the Million Dollar Round Table. He was a guest speaker at different conferences in Asia and spoke on the Main Platform of several of the Asia Pacific Life Insurance Congress (APLIC) meetings.

He was president of the Forum 400 in 1997. He is a 40-year qualifying member of the Million Dollar Round Table and a Charter Member of the Top of the Table with 27 years of qualification.