Vanilla was founded in 2019 by Steve Lockshin to efficiently explain the value derived from estate planning and identify opportunities to add value for clients subject to the estate tax.
About the owners and the team
Steve Lockshin is an entrepreneur in the wealth management services industry. Steve has built and sold RIAs and TAMPs. Now doing it again. He founded Vanilla with a primary focus towards serving the ultra-affluent through effective estate and investment planning.