Long Beach, Calif.-based IPA 200 firm Windes (FY24 net revenue of $56.4 million) announced the addition of Gary Greene’s practice, Irvine, Calif.-based Harris Greene, effective July 1.
Greene brings more than 40 years of experience serving multigenerational family offices, specializing in tax planning and consulting, estate and gift tax planning and compliance. His practice has extensive experience serving clients in the real estate, hospitality, venture capital, growth equity and life sciences sectors.
“This expansion reflects our continued commitment to growing thoughtfully as a firm and creating greater opportunities for both our people and our clients,” said Sean McFerson, MP of Windes. “As Windes continues to expand, we remain focused on building depth in the markets we serve, investing in top talent and broadening the capabilities that help our clients navigate increasingly complex business environments. Welcoming Gary Greene and his team advances that vision by adding valuable industry experience and strengthening our ability to deliver proactive, strategic guidance.”
The addition expands Windes’ presence in Orange County, strengthens its tax platform and increases its capacity to serve clients across Southern California.
“I am very grateful to the committed team that supported me throughout the years and to the families that we have been honored to work with,” said Gary Greene. “The decision to join Windes as a partner was a natural step as we found common ground in our business cultures and our approach to client service. Our clients will continue working with the same wonderful professionals they know and trust while also having the opportunity to work with new and talented individuals from Windes.”