Senior Partner and Principal

Tel (248) 620-0080

Certification

• Certified Public Accountant, Michigan Board of Accountancy

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Admissions

• Michigan

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Memberships

• State Bar of Michigan 
• Michigan Bar Association
• Oakland County Bar Association
• Master Lawyers Section
• Probate & Estate Planning Section
• Taxation Section

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Awards

• Detroit 2013 Five Star Wealth Managers, 2010, 2011, 2012 and 2013

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ROBERT D. DELISI, J.D., CPA

     Mr. Delisi is the firm's senior partner and shareholder.   He concentrates his practice in the areas of estate planning and succession planning, counseling individuals and business owners on the various aspects of estate and wealth transfer planning.  Mr. Delisi has extensive experience in sophisticated tax planning techniques, including planning for dynasty trusts, life insurance trust planning, charitable trust planning, family limited partnerships and limited liability companies. Mr. Delisi also has extensive experience in probate, and trust administration and the formation private foundations. He was licensed to practice law in Michigan since 1981.

    Mr. Delisi also has extensive transactional experience concentrating in the areas of commercial and residential real estate and business law

    Mr. Delisi is both a CPA and an attorney with thirty (30) years of experience in both public accounting and legal practice. Robert is an honors graduate from Wayne State University in 1973 and practiced in public accounting from 1973-1978 with Coopers & Lybrand, a major international firm. In 1976 he became certified as a CPA. He attended law school at Wayne State University with cum laude honors together with being on Law Review and awarded the Gold Key Certificate for superior achievement during the 1980-1981 academic year. Post graduate, Mr. Delisi has had multiple law firm experiences including shareholdership, Board of Director member and Chief Financial Officer.