Our Team

David S. Friedlander, CPA, PFS, J.D.

Partner

Areas of Expertise:

David is a lawyer and CPA who specializes in helping clients with their personal and business financial and estate planning issues, including individual income tax and consulting for substantial estates. He assists clients in crafting creative tax, financial and estate strategies including establishing gifting and succession plans. David has worked with many individuals, particularly high-net worth individuals, to prepare complete estate assessments with detailed recommendations on how to enhance the ownership structure of assets and holdings. After reviewing these plans with clients, David works with outside professionals including lawyers to execute documents and ensure that good ideas become solid plans.

Industries Served:

All types of businesses but focusing primarily on high net-worth individuals.

Background:

After receiving his degrees, David began his career in the Chicago office of KPMG Peat Marwick. He later became a partner at the firm and worked in its Personal Financial Planning division. He joined FGMK, LLC as a partner in 1998 and is a partner-in-charge of the firm's Financial and Estate Planning Division. He holds the three designations of lawyer, certified public accountant and personal financial specialist.

Memberships:

Illinois CPA Society
American Institute of Certified Public Accountants
Illinois Bar Association
USO - Board of Directors

Education

B.B.S., University of Michigan (magna cum laude), 1975
J.D., St. Louis University School of Law (editorial board, law review), 1978

Personal Philosophy:

"When I deliver a comprehensive estate plan to a client, my job is just beginning. Not only does my client have to understand all the implications and options, but then we have to begin implementing what becomes their life plan. If we don't actually implement the plan, we haven't done our job."

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