Clarity. Precision. Innovation.
About the Firm.
Independent counsel for complex wealth.
Consiglio Advisors is an independent, private tax and wealth advisory firm, created to provide objective, high-caliber tax advice and planning capabilities. We believe true independence allows access to specialized products and services through comprehensive due diligence and competitive evaluation, helping to ensure every recommendation reflects a family’s long-term interests.
We specialize in tax-forward, multi-generational planning for clients whose financial lives span complex entities, jurisdictions, and long-term considerations—requiring clarity, discretion, and disciplined technical guidance. Our approach integrates innovative, precisely engineered planning solutions supported by an independent platform and philosophy.
In our experience, carefully tailored tax and wealth planning can contribute to meaningful “tax alpha,” which can have a significant impact on long-term outcomes. We believe integrating investment strategy with thoughtful tax and wealth structuring can help enhance after-tax efficiency over time and offer families the peace of mind that comes from intentional planning.
Our Team
Our Services
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Meet the Founder.
Exceptional expertise. Technical rigor.
Paul Lee, J.D., LL.M. (Taxation)
Founder and CEO, Consiglio Advisors
Chief Tax Strategist, Indivisible Partners
Paul Lee is widely regarded as a leading authority in advanced tax and estate planning strategies, known for translating complexity into clear, practical strategies that enhance after-tax wealth. His work reflects deep expertise in international, domestic federal and state tax law, complex entity and transaction structuring, and the integration of tax strategy into the short- and long-term goals of wealthy families.
Central to Paul’s philosophy is the understanding that tax-efficient planning can help shape long-term net worth in ways that are complementary to investment strategy. He founded Consiglio Advisors to bring an independent, private advisory experience to families seeking sophisticated and practical counsel.
Paul S. Lee, J.D., LL.M. (Taxation)
Founder and CEO, Consiglio
Chief Tax Strategist, Indivisible Partners, LLC
Paul S. Lee is the founder and CEO of Consiglio Advisors LLC, an independent tax and wealth advisory consulting firm. He is also the Chief Tax Strategist of Indivisible Partners, serving its private wealth clients and advisor teams. Consiglio Advisors serves ultra-high-net-worth families, single and multi-family offices, entrepreneurs, C-Suite executives, law firms, accounting firms, financial institutions, public companies, and privately-owned family businesses.
Prior to founding Consiglio Advisors, Paul was the Chief Tax Strategist and Executive Vice President of The Northern Trust Company, within the Global Family & Private Investment Offices Group and Wealth Management division of Northern Trust. Prior to Northern Trust, he was at Bernstein Global Wealth Management as National Managing Director, and a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP.
Paul is a Fellow of the American College of Trusts and Estate Counsel and an Academician of the International Academy of Estate and Trust Lawyers. He has been inducted into the NAEPC Estate Planning Hall of Fame® and designated an Accredited Estate Planner® (Distinguished). He was the American Bar Association Advisor to the Uniform Law Commission Uniform Fiduciary Income and Principal Act. Paul is a member of the American Bar Association, Florida Bar, and State Bar of Georgia.
Paul received a B.A., cum laude, in English and a B.A. in chemistry from Cornell University, and a J.D., with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LL.M. in taxation from Emory University. Paul was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting.
A frequent lecturer and panelist on investment planning, tax and estate planning, Paul has spoken at the Heckerling Institute on Estate Planning, Southern Federal Tax Institute, ACTEC National Meeting, USC Institute on Federal Taxation, Southern California Tax & Estate Planning Forum, Notre Dame Tax and Estate Planning Institute, AICPA National Tax Conference, and the AICPA Advanced Estate Planning Conference. His articles have been published by The ACTEC Law Journal, Tax Notes Federal, Tax Notes International, BNA Tax Management Estates, Gifts & Trusts Journal, BNA Tax Management Memorandum, Estate Planning Journal, Trusts & Estates, Estate Planning & Community Property Law Journal, The Practical Tax Lawyer, Major Tax Planning, and the Emory Law Journal. Paul co-authored the law review article, “Retaining, Sustaining and Obtaining Basis,” which was awarded Outstanding Law Review Article in 2016 by the Texas Bar Foundation.
He is a member of the Advisory Committee of the Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Advisory Board, and the University of Florida Tax Institute Advisory Board.
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