Leo Matarazzo, JD, LLM, CExP™

As a previous partner at a leading law firm, Leo represented families, professionals and closely held businesses in all aspects of tax and estate planning, as well as business succession planning.

Here at ThreePoint Private Client Group, Leo applies his legal experience in these related areas and uses a unique consultative approach to address wealth-eroding factors such as taxes, market volatility, lawsuits and inflation, as well as unexpected life events. Through the use of customized insurance strategies and related planning, Leo helps clients attain a greater level of protection while accumulating, accessing and distributing their wealth in a tax efficient manner. As a result of his background and working with clients, they gain full confidence that they’ve properly protected themselves, their families, their businesses and their future.

Education

• BA, Economics, Columbia University
• JD, Rutgers School of Law
• LLM Taxation, New York University School of Law 

Accomplishments

Leo has co-authored various articles and blogs in publications such as Law360, New York Law Journal, New Jersey Law Journal, The Advisor, and Tax, Trusts & Estates Law Monitor. Leo has been named to the Forbes Best in State Financial Security Professionals list consecutively from 2022-2025.*  

Beyond ThreePoint

Leo is a resident of Wyckoff. When not in the office, he enjoys spending time with his wife and four children. Leo is also actively involved with the Columbia University Men’s Soccer Alumni Group.

1) Not practicing Law for Guardian or its subsidiaries or affiliates.

2) This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List [2024] is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.

3) Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. THREEPOINT PRIVATE CLIENT GROUP LLC is not an affiliate or subsidiary of PAS or Guardian. Not practicing JD, LLM for Guardian or its subsidiaries or affiliates. CA Insurance License Number - 0K61321.