Bruce Hoffmeister is responsible for developing and implementing comprehensive financial, estate planning, and wealth transfer plans for high-net-worth families and entrepreneurs, as part of the National Business Owners Advisory Services Group. He works closely with clients and their advisors to define each client’s specific goals and objectives before developing an appropriate plan.
Hoffmeister has more than two decades of experience in estate and financial planning for high net-worth families and closely held business owners. Prior to joining Wilmington Trust, he was a senior financial planner with Wells Fargo, N.A., where he was responsible for financial and estate planning for individuals with complex situations, and business owners of the Private Bank for the mid-Atlantic region.
He previously headed the Trusts and Estates practice group as a partner in the Washington, D.C. law firm of Feldesman Tucker Leifer Fidell LLP. Hoffmeister began his career as a tax associate with Price Waterhouse in St. Louis, and was subsequently a tax associate with the law firm of Fisher Wayland Cooper & Leader in Washington, D.C.
Hoffmeister received a Juris Doctor from the Washington University School of Law, and earned a bachelor’s degree in Accountancy from the University of Illinois at Urbana-Champaign. He is also a certified public accountant.
He is admitted to practice law in the District of Columbia, Illinois, and Missouri. He is a member of the D.C. Estate Planning Council, as well as the District of Columbia Bar, Missouri Bar, and American Bar Association. He is also a member of the AICPA and the Illinois CPA Society.
Hoffmeister has been quoted in the Wall Street Journal, New York Times, and Bloomberg News, and been a guest on public radio regarding financial and estate planning topics.
- Financial and Estate Planning
- Business Succession Planning
- Family Dynamics
- Prenuptial Planning