Family Business/Succession Planning

As a charitable wealth strategist and attorney at NCF, Michael works with generous families and their professional advisors, sharing concepts and strategies that allow them to leverage the impact of their giving by minimizing their income and estate tax liabilities.

In his role with NCF, Michael’s primary focus and expertise is facilitating charitable gifts of complex assets including closely held businesses, real estate, and intellectual property assets. He also helps families to plan their estates in a manner that dramatically increases their charitable giving, and in most cases avoids estate tax completely—regardless of the size of their estates.

Behzad Mansouri is a Division Executive at Charles Schwab where he helps lead the growth of the firm's UHNW and Institutional client business, across all asset classes. He serves on the Board of a VC Fund and clean energy company, complimenting his background in capital markets and investment management. An alumni of Columbia University and Harvard Business School, he has previously worked for both US and International firms including Merrill Lynch, Barclays Captial, BNY Mellon and Credit Agricole.