Sam Gentry, Jr. CPA, JD, CVA
Succession Planning Advisor | Estate and Trust Advisor | Serving high net worth individuals and families
Who I work with
I work closely with business owners, entrepreneurs, high net worth individuals and their families. I’ve advised and served many successful families, often spanning two or three generations. I would be happy to discuss how I can help you preserve your legacy.
I have 40 years of experience in tax planning and compliance consulting, estate planning and succession planning. I am also a licensed attorney in NC and have been involved in many complex trust and estate planning manners. These experiences combined with lessons learned from starting and growing my own business, enable me to identify opportunities other CPAs often overlook.
Results I have delivered
Drawing from my experience and leveraging the expertise of Aprio advisory, audit, tax and wealth management professionals nationwide, I help clients achieve their short- and long-term business and financial goals.
Unique things about me
Community service is one of my passions. I am trained in Disaster Relief-Basic Feeding and was active participant in operations that prepared over 15,000 meals per day for Hurricane Florence victims in Lumberton NC area in Sept 2018.
When I am not at work
I enjoy spending time with my wife, two married adult children and three grandchildren! I love to travel. I’ve visited all 50 states and 4 continents (Yellowstone National Park remains my favorite destination). I enjoy playing golf and I am a fan of the North Carolina Tar Heels and NC State Wolfpack.
People say I am
A caring, empathetic and passionate about serving my clients and community.
I earned my Juris Doctor (JD) and my Bachelor of Science in Business Administration from University of North Carolina at Chapel Hill.