Overview
Sharon Rubens helps closely-held businesses and high-net-worth family groups optimize family wealth and achieve their short- and long-term goals. With a passion for educating multi-generational families and their children about finances in non-technical language, she is privileged to become part of her clients’ extended families.
Experience
A creative, committed and trusted business advisor, Sharon specializes in providing trust and estate tax planning, and helps clients navigate succession planning and potential M&A opportunities. Over the years, she has help clients save millions of dollars in estate taxes through sophisticated wealth transfer planning and tailored gifting solutions that help families better plan and distribute inheritances among children and other heirs.
Education & Affiliations
Sharon graduated magna cum laude and Phi Beta Kappa from the University of Washington, where she earned a Bachelor of Business Administration (B.A.). She is an Elijah Watt Sells Award winner, a member of the Women Presidents Organization, the American Institute of Certified Public Accountants (AICPA), and the California Society of CPAs.
Insights
