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David Heilich is a Partner of the firm and Practice Leader of the Family Wealth Planning Group.

David has more than 20 years of experience and is responsible for the growth and development of the Family Wealth Planning Practice. This practice serves individuals, families, closely held businesses and executives with comprehensive tax and wealth management services. David’s areas of expertise include:

Income Tax Compliance and Consulting
Estate Planning
Family Business Consulting
Business Succession Planning
Advanced Planning
Estate, Gift and Trust Compliance

David also provides expertise on various individual, partnership, estate, gift and trust income tax related issues to the tax group.

Prior to joining Brown Smith Wallace, David served as a Tax Manager and Director of Estate and Trust Services at MPP&W, P.C.

He is a licensed certified public accountant and a member of the American Institute of Certified Public Accountants, the Missouri Society of Certified Public Accountants and the Estate Planning Council of St. Louis.

Services

  • Business consultancy
  • Financial services and wealth management
  • Taxation - business
  • Taxation - investigations
  • Taxation - personal
  • Trusts and estates/fiduciary services

Sectors

  • Private Clients
  • Real Estate and Construction