Jason Cain is a Managing Director, responsible for developing and delivering comprehensive, advice-based solutions for ultra-high-net-worth clients, family offices and their professional advisors. Mr. Cain has spent more than 25 years advising families on the many aspects of designing and operating family offices including strategy, administration, multi-generational wealth transfer planning, family governance and legacy planning.
Prior to his current role, Mr. Cain was a Managing Partner with BDO USA, LLP, where he was the architect of the firm’s national family office services practice. He was responsible for the coordination and delivery of multi-family office services to entrepreneurial business owners and their families. Mr. Cain began his career as a tax and estate planning attorney in Chicago representing families in the strategic design, implementation and administration of complex structures to manage generational wealth. In 2007, he left private practice to design and manage a single family office for a Forbes 400 family. From 2011 through 2017, he built integrated wealth management services for family enterprise clients at Credit Suisse Private Bank, USA and Mirador Family Wealth Advisors, the family office division of Fifth Third Bank.
Mr. Cain received his Bachelor’s degree from Illinois State University, his Juris Doctorate from Widener University, and a Master of Laws in taxation from DePaul University
This means portfolios and tax planning built on established positions supported by regulations, IRS procedure or case interpretation. I don’t want my clients to be establishing precedent one way or another.14 January 2021