Stephen C. Wallace focuses his practice on advising high net worth individuals and families on a wide range of matters including estate planning, estate and gift taxation, generation-skipping transfer tax planning, business succession planning, and tax compliance.

Prior to joining the firm, Mr. Wallace worked in the National Tax Office of a large international accounting firm, where he advised high net worth individuals and families on all aspects of their income, estate and gift, and generation-skipping transfer tax issues. Mr. Wallace recently completed his LLM in taxation from Georgetown University Law Center, where he obtained a Certificate in Estate Planning.


The Advisor: Helping You Manage Your Life and Legacy in Today's Complex World
Private Client Services Newsletter


  • LLM, Taxation , Georgetown University Law Center, 2018, with distinction
  • JD, Syracuse University College of Law, 2013, cum laude
  • BA, New York University, 2010, cum laude
  • District of Columbia
  • Virginia

Email Disclaimer