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With over 25 years of experience, Helder is widely recognized for his forward-thinking strategies in advising high-net-worth families and individuals on important matters pertaining to income tax, estate and gift tax planning, fiduciary compliance and administration, charitable giving and business succession planning. He stays ahead of the curve on industry trends, regulations and resources in order to minimize the estate and gift tax burden, and ensure the maximum amount possible to his clients’ beneficiaries.

Due to his personal discretion, understanding of clients’ unique situations and creative solutions, high-net worth families and individuals rely on Helder’s guidance with trust compliance, and sophisticated estate and gift tax planning to ensure their lifetime of assets are safely transferred to future generations. His expertise and hands-on approach are also highly valued by attorneys and investment advisors.

Helder is a licensed certified public accountant in the states of Florida, New Jersey and Rhode Island and has earned the professional designation of personal financial specialist (PFS) from the American Institute of Certified Public Accountants (AICPA). He is an active member of the Greater Boca Raton Estate Planning Council and the Business Development Board of Palm Beach County. 

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