Steve B. Wittenberg

Steve is a passionate problem solver, multi-tasker and connector which complements his ability to provide holistic advice for wealthy, entrepreneurial families. As a subject matter expert in the areas of estate, trust and tax planning, wealth transfer, philanthropy, family communication strategies and real estate brokerage, he understands the critical interplay between these concepts.

Steve thrives on crafting and delivering advice as well as developing strategies, techniques, tools and content to help educate his SEI clients. He believes that families must view legacy planning as ongoing process and understand those tradeoffs that lead towards a better result for themselves, their families and their communities. At SEI, Steve’s clients benefit from his ability to simplify the complicated through clear and concise communication. He focuses on facilitating a process, regardless of subject matter, in an organized and collaborative way. This helps clients reduce the risk of unintended consequences and captures the opportunity to meet their goals for themselves, their families and their communities.

Steve draws from a unique background generated from a personal belief that “diversity is key.” This is evident from his degrees in finance, marketing and law, his practice of tax, trust and estate law in both large and regional firm settings and his entrepreneurial spirit having started multiple real estate brokerage and property management companies. He compliments these experiences with a desire to give back. As a co-founder of a creative writing non-profit, sitting on numerous charitable boards or simply volunteering as a mentor, he has developed a rounded skill-set that is leveraged daily as a true holistic planner.

Specialties: Trust & Estate Law and Planning, Philanthropy, Tax Accounting & Law, Real Estate, Family Office

Additional disclosures: https://seic.com/social