Don Tolep

Mr. Tolep is actively involved in helping affluent families with their 4 levels of capital. This includes human, social, intellectual and financial capital. His expertise is in wealth preservation, advanced estate planning, business development, fundraising and marketing.

As a dedicated advocate for affluent clients, Mr. Tolep is committed to achieving their goals of preserving and transferring hard earned wealth. His comprehensive knowledge of gifting strategies and how they affect estate taxes allows him to consistently design plans that surpass clients' expectations.

Mr. Tolep brings a very real passion to his work with charitable organizations and has helped many in producing significant gifts from wealthy donors. He is also heavily involved in training philanthropic staff and lay leaders, where his focused teaching style allows for a productive and effective learning process.

Mr. Tolep holds a BA in communications from the University of Maryland. He lives in Parkland, Florida with his wife. Mr. Tolep enjoys tennis, classic rock, travel to exotic destinations, reading, movies, and volunteering.