Harold M. Unger in

Harold M. Unger

Evaluator · DISC type cds
President at The Unger Company, Ltd.
📍 United States

As President of The Unger Company, Ltd. , Harold M. Unger is a leading strategist in estate tax planning and wealth transfer for high-net-worth clients. A graduate of Brown University and Boston University School of Law, he is described by peers as a knowledgeable, detail-oriented, and visionary expert in his field.

An expert in his field, he has been cited in The New York Times and The Wall Street Journal and has appeared on national television for his insights.

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Experience
51 Years
Current Role
President
Location
United States
Personality Overview

How Harold shows up

Quality Focused
Fast But Analytical
Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Harold cares about

HNW Estate Planning
Specializes in crafting tax-efficient solutions and wealth transfer strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families.
Business Succession
Focuses on designing and implementing plans for business succession, utilizing deep knowledge of tax law to ensure smooth transitions for clients.
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Career

Work history

1-1974
President
The Unger Company, Ltd.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
J.D.
Boston University School of Law
AB (Economics)
Brown University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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