Contact Details

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Eric Katz, CFP®, TEP

Eric is the Chief Strategy Officer of Leo Wealth. Based in New Jersey, Eric is responsible for oversight of the firm’s Multi-Family Office (MFO) practice. Eric specializes in all facets of investment and wealth management, income tax and gift/estate tax planning, financial counseling, and trust and estate planning. Eric’s services are provided to the global citizenry. Through economies of scale, Eric can provide a client with the knowledge and resources to gather and maintain generational wealth that is both cost-efficient and tax efficient.

Prior to Leo Wealth, Eric was a Managing Director of LeoGroup a predecessor firm to Leo Wealth. Prior to joining the LeoGroup, Eric was a Vice President in the Goldman Sachs Family Office from 2004 – 2015. At Goldman, Eric provided MFO services to the Goldman Sachs expat PMD population.

Eric’s cross-border expertise in trust and estate planning is recognized by his acceptance into the Society of Trusts and Estate Practitioners (STEP). In addition, Eric is a CERTIFIED FINANCIAL PLANNER™ professional. Eric received a BA in History from the State University of New York at Binghamton and a Juris Doctorate, cum laude, from the State University of New York at Buffalo.

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