Paul Ferguson

Paul has over 30 years of experience working with ultra-high-net-worth (UHNW) clients and family offices. He started his career after law school in San Francisco at Arthur Andersen. After working for accounting firms doing income and estate tax planning for UHNW families, he switched over to financial service firms in the 2000s. He moved back to Denver and spent time with Smith Barney as a UHNW planning resource and an M Financial firm doing high end planning. He ran a Multi-Family Office (MFO) for four years for a regional bank and worked for a private equity firm before joining Schwab in 2019.

Paul often advises MFOs on best practices and how to grow their business in the UHNW space. He has written articles, white papers, and conducted webinars and presentation about the family office business. Paul has expertise in income tax planning, estate planning, alternative investments, philanthropic planning, risk management, life insurance, family dynamics planning, UHNW business development, family office business, and the UHNW and family office community.

Paul has his Juris Doctorate degree from University of California, Davis. He received his BS in Accounting from the University of Colorado, Boulder, magna cum laude. He is licensed to practice law in Colorado (Inactive) and California (Inactive). He is a Colorado CPA with a PFS designation. He also has his CFP and CLU designations. He has his Series 7, 63 and 24 securities licenses. He also has an insurance license in Colorado (L, A&H, V).