Sr. Director, The Strategic Group
Lance Stafford works closely with tax professionals and other financial advisors to provide tax planning & mitigation solutions for high-net-worth investors, family offices and corporate taxpayers. Mr. Stafford brings over 20 years of capital markets experience to The Strategic Group after managing the equity sales & trading operation in the Southeast for several investment banking firms and subsequently advising high-net-worth investors at two prominent wealth management firms in Atlanta. A CFA charter holder, Mr. Stafford graduated from Emory University with a degree in economics and earned an MBA from the University of Texas McCombs School of Business. He currently serves as Chairman of the Board at Hillside, Inc. and is a member of the Piedmont Driving Club and the Ansley Golf Club.
Partner, The Strategic Group
Mr. Rothschild specializes in real estate investments and niche areas of tax mitigation. He works directly with high net worth investors, family offices, corporations, insurance companies, and trusted advisors. His expertise focuses on state and federal tax credits, tax-deferred Opportunity Zone funds, and numerous federal and state-sponsored tax mitigation strategies. He has an undergraduate degree from Vanderbilt University majoring in Economics and Business Administration. Prior work and board experience includes, Premisys Real Estate Services, Insignia, Faison, Cushman and Wakefield, and he was the founding member of Preferred Real Estate Funds as well as State Tax Credit Exchange in Atlanta, Georgia. He is an active member of Children’s Healthcare of Atlanta, the Association for Corporate Growth, and CCIM. Mr. Rothschild is also on the Board of Governors of the Buckhead Club and sits on advisory boards of numerous other companies. Mr. Rothschild and his family reside in Atlanta, Georgia and are actively involved in their church and numerous philanthropic programs.
116 Ratings
DK
Sep 2nd, 2020
It was freakin awesome! Love the way the 3 presenters tag-teamed to bring lots of knowledge within a very short time.
MT
Sep 2nd, 2020
excellent presentation
ML
Sep 2nd, 2020
Great, thank you
1 Credit
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Taxes
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