ACG Detroit | Money Moves: Personal Finance for Young Professionals and Beyond

Aaron is a tax attorney whose practice is focused on estate planning, trust and estate administration, probate litigation, wealth preservation and transfer strategies. He also provides business and tax planning services for entrepreneurs, closely-held companies, family businesses, and family offices. He offers succession planning, post-mortem planning, and asset protection planning. Aaron also serves as a mergers and acquisitions transactional attorney focusing on federal tax law, buy-sell agreements, operating agreements, and shareholder agreements. 

Victor is a Wealth Advisor and Managing Director at Perigon Wealth Management. Since 1995, he has advised closely held business owners, senior executives, and their families on how to design a lifestyle on their own terms, with meaning and purpose.

In his early career, Victor specialized in ERISA retirement plans, helping employers design 401(k) plans, and build tax-deferred wealth. That early training in fiduciary responsibilities and retirement planning became the foundation for his broader advisory work. Today, his practice includes tax-smart investing, lifestyle income design, estate/legacy planning, private market investing, and other strategies tailored for high-income, high net worth clients.

As clients live longer in retirement, Victor and the team help them plan a life of: investing one’s time, talent, and treasure; having fun, staying engaged, maintaining physical/mental health; and managing the “golden balance” of life after full-time work.

Most of Victor’s includes collaboration with the client’s most-trusted advisor (CPAs and attorneys). He enjoys conversations with others who have a passion for service, whether in business, or nonprofit organizations.

Zach Simon is a corporate attorney at Foley & Lardner LLP, where he advises private equity sponsors, public and private companies, and founders on a wide range of transactions, including mergers and acquisitions, leveraged buyouts, private equity and strategic investments, executive compensation, and general corporate matters. Zach guides clients through all stages of the transaction process with a focus on practical solutions and service excellence.

Zach is a member of Foley’s Transactions Practice Group. As a reflection of his broad-based experience in transactional matters, Zach serves on the group’s Knowledge Management team, with broad responsibility for developing and sharing know-how, curating substantive legal resources, and promoting innovative practices.