Cocktails & Conversations
Thomas Terry is a Marcum tax partner with more than 25 years of experience. He specializes in trust and estate planning for high net worth individuals and families managing multigenerational wealth. In addition, Thomas offers businesses forward-looking guidance, often with a sale or succession strategy in mind. He often works with owners of marinas, real estate, construction companies, retailers, and professional services firms. Thomas is comfortable analyzing and valuing a range of assets, from investment portfolios to property, and coordinating with his clients’ other advisors to deliver advice that holds their comprehensive financial picture in mind.