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Roger D. Silk, Ph.D.

Roger D. Silk, Ph.D.

Founder & Chief Executive Officer
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Dr. Roger D. Silk is recognized as one of the nation’s leading authorities on applying philanthropic solutions to challenges encountered by wealthy families. He has devoted more than thirty years to advising high-net-worth families and their professional advisors, extending philanthropic strategies well beyond traditionally charitable donors to those who may not have previously recognized the applicability of these powerful tools.

Dr. Silk appears frequently in podcasts and across major media outlets including CBS, CNN, U.S. News, WTOP, CEO World, Yahoo Finance, and Business Insider.

His published works include The Investor’s Dilemma Decoded (Wiley, 2024), Politicians Spend, We Pay (Sterling Lifetime Press, 2022), Managing Foundations and Charitable Trusts (Bloomberg Press, 2011), and Creating a Private Foundation (Bloomberg Press, 2003). He has authored numerous articles in publications such as Estate Planning, Philanthropy, and the Journal of Financial Planning.

Podcasts & Interviews

Dr. Silk discusses the ideas behind his 2024 book in Dr. Roger D. Silk on his book, The Investor’s Dilemma Decoded.

In How to Win Liquidity Events with Roger Silk (Episode 89), Dr. Silk discusses how business owners and executives can structure a liquidity event to protect long-term wealth.

In Essential Steps in Estate Planning with Roger Silk (Episode 51), Dr. Silk walks through the foundational steps of estate planning for high-net-worth families.

In Minimizing Taxes at Sale with a Section 664 Business Owners Trust, Dr. Silk explains how a §664 charitable remainder trust lets business owners sell appreciated assets without paying capital gains tax at the time of sale.

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