Jaime Kleiman, MST

Jaime's experience and understanding of wealth management, estate planning and philanthropic strategy has helped numerous clients preserve, grow and transfer their wealth across generations. Through personalized consultations and solutions, Jaime is committed to providing exceptional service with a focus on privacy, trust and long-term success.
 
Prior to joining LTax, Jaime worked at Deloitte, one of the “Big 4” accounting firms, and BDO, the fifth largest accounting firm. Jaime comes with more than four years of experience specializing in ultra-high-net-worth individuals and families in tax return preparation and consulting.