Ralph Nelson, JD, CPA
Ralph Nelson, JD, CPA
Partner, CEO
Ralph is a licensed attorney and Certified Public Accountant. Ralph is one of the founders of Heritage Family Offices. Prior to establishing Heritage Family Offices, Ralph was a practicing tax attorney focused primarily on income tax strategies. Ralph worked for Deloitte and Touche, LLP in its Mergers and Acquisitions Group before joining a Phoenix-based tax firm.
Ralph currently works primarily with small business owners and high-income taxpayers to develop income tax and estate tax strategies.