Signature Estate & Investment Advisors (SEIA), a Los Angeles-based registered investment advisor with roughly $30 billion in client assets, has hired a tax executive from LPL Financial to run a newly created tax division. The move, announced Monday, is the latest step in the firm's effort to broaden its services for high-net-worth and ultra-high-net-worth families.
Tim Gacsy, who spent more than seven years at LPL overseeing tax and cost-basis functions for a network of over 21,000 independent advisors, will serve as director of tax services. He will lead SEIA Tax Services, a unit that combines the firm's existing planning methodology with technology-driven tax analysis. Gacsy's background also includes family-office tax consulting, which aligns with SEIA's expanding focus on complex client needs.
Alongside the new tax unit, SEIA is widening its family office capabilities through a partnership with Baker Tilly Family Office. The collaboration gives clients access to governance, trust and fiduciary accounting, and advisory resources for multigenerational wealth transfers, business sales, and other liquidity events. Qualified high-net-worth and ultra-high-net-worth clients will receive specialized family office services that complement SEIA's existing offerings, including family governance and trust administration.
The firm also announced a brand refresh as part of the update, signaling a broader repositioning to meet the demands of wealthy clients. SEIA's tax-first approach begins with a comprehensive review of a client's tax return, treating income tax as the starting point for financial planning rather than a year-end afterthought. Advisors and planning teams will use technology-enabled analysis, with Gacsy's team providing specialized guidance as client situations become more complex.
"Income tax provides one of the clearest windows into a client's overall financial picture," Gacsy said in the announcement. He added that surfacing tax considerations earlier in the relationship allows planning teams to coordinate more effectively and helps clients understand the long-term impact of decisions before they are made.
Brad Repinsky, SEIA's head of estate, tax and financial planning, framed the expansion as a response to the reality that a single wealthy client's financial life rarely fits into one specialty. Major decisions—selling a business, passing wealth to the next generation, or absorbing a sudden change in net worth—touch every part of a client's finances. Bringing tax and family office resources together lets the firm respond around the client's goals rather than internal silos.
Gacsy's arrival extends a run of senior additions SEIA has made since last year. In July 2025, the firm recruited Repinsky from Fidelity and Goldman Sachs to lead its private client group. President Matt Matrisian said the move "expands the depth of what SEIA offers clients rather than simply adding headcount." In June, SEIA appointed Advait Kulkarni as senior vice president of technology operations, integrating AI-enabled tools into advisor workflows, including automated document analysis and meeting-prep summaries. Kulkarni previously served as VP of Engineering at AssetMark.
Matrisian has also revealed plans to grow SEIA's book of business to $100 billion by 2030, potentially through "mergers of equals" with firms overseeing between $8 billion and $10 billion in assets. The firm's recent hires and partnerships, including the Baker Tilly tie-up, are part of that strategy. Similar moves are happening across the industry, such as Northern Trust's appointment of a new family office leader and Rockefeller's recruitment of a $2.1B team. SEIA's focus on tax and family office services reflects a broader trend among RIAs to offer more comprehensive planning for wealthy clients, as seen in AI platforms launched by Mercer Advisors and Compound Planning.
