JOEL H. YUDENFREUND

JOEL H. YUDENFREUND, ESQ., CPA | EXPERT WITNESS
With 38 years of distinguished experience, Joel Yudenfreund is deeply knowledgeable in fiduciary services, and trust, estate andtax planning strategies for families and advisors stewarding significant multigenerational wealth. As both an attorney and CPA, Joel has devoted his career to helping ultra-wealthy families, trustees, and beneficiaries navigate and resolve the most complex trust, fiduciary, and wealth-transfer challenges across generations.

Joel began his career in private legal practice, advising domestic and international clients on sophisticated estate, gift, partnership, corporate, and nonprofit tax matters. He has architected customized estate plans, established charitable trusts and private foundations, and structured a vast array of business transactions, including mergers, acquisitions, private placements and pre-sale/IPO startegies-often for clients whose wealth spans multiple generations and jurisdictions.

In his leadership roles, Joel served as Senior Fiduciary Officer for Chase Manhattan Private Bank/ J.P. Morgan Private Bank in Florida, overseeing the administration of intricate trust structures, and advising fiduciaries on tax-efficient strategies specifically suited to large, multi-generational family estates. As National Wealth Planning Director and Managing Director at Citi Private Bank, he worked closely with substantial family enterprises, entrepreneurs, and trustees to develop and implement lasting estate planning solutions, coordinate investments, and guide fiduciary decision-making on a global scale.

Joel’s expertise continued to deepen through positions at U.S. Trust, U.S. Bank, , where he advised trustees and beneficiaries on every aspect of trust administration, investment policy, and long-range fiduciary responsibility. Having served as both an individual trustee and leader of trust departments, he brings unmatched practical insight to the families and advisors charged with safeguarding enduring family legacies.

Today, as a Financial Consultant and Partner at Appley | Yudenfreund Wealth Management & Consulting, Joel continues to counsel families of substantial generational wealth on complex asset allocation, advanced tax planning, and fiduciary oversight. Frequently retained as an expert witness in trust and fiduciary disputes, Joel provides litigation support and expert testimony, shaped by decades of hands-on experience at the intersection of law, tax, and fiduciary management for significant family estates.

Joel is recognized for his deep, first-hand understanding of the unique legal, tax, investment, and administrative complexities faced by those responsible for sustaining generational family wealth, making him a trusted advisor and advocate in this highly specialized arena.