Russ specializes in advising ultra-high-net-worth individuals and families, delivering targeted, customized solutions that address their distinct needs. His team crafts and implements comprehensive strategies for wealth management, estate planning, business operations, and capital planning, with a particular focus on constructing investment portfolios and structuring entities to optimize long-term returns for both financial and tangible assets.
Russ’s advisory philosophy centers on enhancing operational efficiency, financial performance, and tax outcomes, all while maintaining a steadfast commitment to building and preserving long-term wealth. He leverages extensive expertise in finance, tax, and industry-specific disciplines to guide clients through complex planning decisions and effectively manage critical trade-offs.
- Designing and evaluating long-term investment portfolio strategies
- Preparing tailored, technical best-practice reports to strengthen long-term planning
- Developing income and transfer tax planning strategies
- Structuring entities for businesses, families, private funds, and holding companies
- Advising operating companies including M&A advisory support
- Planning capital liquidity using proprietary models that integrate domestic and global financial trends
With nearly twenty years of professional experience, Russ previously served as Tax Managing Director at KPMG, LLP, dedicating thirteen years to the firm. In this capacity, he advised public corporations, private equity funds, large private enterprises, closely held businesses, and ultra-high-net-worth individuals. His industry expertise encompasses real estate, manufacturing, energy, chemicals, logistics, telecommunications, and hospitality.
Russ serves as a deacon at Heritage Baptist Church in Shreveport.
