Brian Humes, CPA
Brian is the managing director of Commerce Family Office in St. Louis. In this role, he collaborates closely with clients on strategies for addressing the complex personal, family, and financial challenges that can accompany significant wealth and often impact current and future generations. Brian works to help clients integrate core values into wealth planning and decision making, translate vision and mission statements into actionable solutions, implement successful family communication strategies, and establish effective family governance structures and processes. He has more than 35 years of experience providing comprehensive and sophisticated services to multiple high net worth families. Prior to joining the Commerce Family Office team, Brian was an owner and principal with CliftonLarsonAllen in Saint Louis, MO advising clients in a wide spectrum of industries, with a heavy concentration in commercial real estate transactions, distribution companies and family business succession planning. Prior to joining CLA, he was the founding partner of Humes & Barrington LLP, a 60+ person public accounting firm in St. Louis which merged into CLA, a national accounting firm in 2010. Before forming Humes & Barrington, Brian was a manager in the St. Louis office of Price Waterhouse Coopers. Brian serves on the legal board of Koch Development Co. a privately held real estate investment and development company in St. Louis, MO and CK Supply Company, a regional distributor and ESOP owned enterprise. Brian earned his Bachelor of Science from William Jewell College. He is a Certified Public Accountant and belongs to the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.
Tax-Efficient Estate Planning Strategies
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.
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