Lee's Story

For over 30 years, Lee B. Zeplowitz has helped his clients as they accumulate and preserve their wealth from generation to generation.  He has worked with over 1000 clients, their tax/legal advisors, and charities to help them as they develop financial strategies that seek to minimize income and estate taxes, provide adequate capital for future generations and plan for and fund charitable gifts. 

Lee is the CEO and Founder of The Zeplowitz Group. This client-centered wealth coaching firm is staffed by teams of seasoned professionals who are highly experienced in their specific fields.

Lee has appeared on CNN where he was interviewed by Suzanne Roberts of Seeking Solutions with Suzanne on the topic of “Loss Of a Loved One-What Widows Need to Know about Financial Planning”. His articles have appeared in many publications including the Jewish Exponent where he authored “Continuing a Legacy from Generation to Generation.”  As a former Board member of the world’s largest estate planning council, the Philadelphia Estate Planning Council, he published "Unique Opportunities in Giving: How to Have Your Cake and Eat it Too."

He has conducted over 200 presentations to multi-national corporations, family business symposiums as well as continuing education programs to major Legal and Accounting Firms on such topics as Cutting Edge Tools and Techniques in Charitable & Foundation Planning  and  Trends & Opportunities in Estate Planning.   Lee was a panel member for the Arts & Business Council of Greater Philadelphia where he spoke on The New Generation of Philanthropists – Why Put Arts on the Agenda?

 

Past and Present Memberships include:

  • Philadelphia Estate Planning Council - Past Board Of Directors
  • International Association of Advisors in Philanthropy - Charter Member
  • Boy Scouts of America - Assistant Scoutmaster 
  • National Tay Sachs Organization - Past Vice President of Finance
  • Ben-Gurion University of the Negev - Past Chairman Planned Giving 
  • Jewish Federation of  Philadelphia - Estate Planners Advisory Committee
  • American Society for Technion/Israel Institute of Technology - Past President
  • National Museum of American Jewish History - Founding Member
  • Nat'l Eagle Scout Association - Life Member  (2nd of 3 Generations of Eagle Scouts)
  • Philadelphia Orchestra - Planned Giving Advisory Committee
  • Children's Hospital of Philadelphia - Legacy Advisors Committee
  • Union League of Philadelphia - Scholarship  & Youth Work Foundations

 

A graduate of the State University of New York & Temple University, Lee worked for many years as a CPA where he focus on individual, corporate, and intergenerational tax planning. Lee is completing the course work for the Chartered Advisor in Philanthropy (CAP) professional designation.  He holds the CERTIFIED FINANCIAL PLANNERTM professional (CFPR)

Originally from Niagara Falls,  Lee has called Pennsylvania home since 1980.  He and his wife Karen have two children Julie and Danny.  He enjoys kayaking, mountain biking, backcountry cross-country skiing, Yoga & Tai Chi.

 

 

 

Please feel free to contact us if Lee and his Team may be of assistance.