Bertram WolfsonShareholder | Trusts + EstatesBert has been helping clients plan for the preservation and transfer of wealth for more than 50 years.

Bertram Wolfson

Clients turn to Bert and the team at McCausland, Keen and Buckman for wise, practical plans to preserve and transfer wealth.

A Harvard Law School graduate with more than five decades in practice, he has unusual ability and depth of experience in the areas of estate planning and administration as well as succession, retirement and financial planning.

Bert’s clients include owners of closely held businesses, executives of public companies, families, and charitable organizations.

Beyond McCAUSLAND Keen + Buckman

  • Longtime board leader of Resources for Human Development, a Philadelphia social services non-profit

Service Areas

Affiliations + Recognitions

  • Philadelphia Bar Association

    Member

  • Resources for Human Development, Inc.

    President Emeritus of the Board of Directors

  • Martindale Hubbell “Preeminent” AV Rated

      Education

      Admissions

      • Harvard Law School

        Juris Doctor

      • Brown University

        Bachelor of Arts

      • Pennsylvania