Patrick Carter, J.D., LL.M.

Patrick Carter serves as Director of Advanced Planning at Parcion Private Wealth, bringing a depth of experience across tax, trust and estate law, family systems, and early-stage business growth. He collaborates with business owners, families, and entrepreneurs to build and protect generational wealth through thoughtful, values-driven planning. His approach integrates advanced tax strategies and estate structures that align financial goals with family dynamics, ensuring a legacy that reflects what matters most.

For nearly a decade, Patrick has practiced as a tax, trust, and estate lawyer, guiding clients through complex wealth transfer, trust administration, and advanced estate planning scenarios. His unique ability to navigate both the technical and relational aspects of planning stems from his earlier career as a family therapist, where he learned to help resolve the interpersonal, relational, and purpose-driven aspects of his clients. Before his career as a therapist, Patrick played a pivotal role in driving growth for early-stage wireless telecommunications companies as an executive recruiter. In this capacity, he built teams and businesses from the ground up, gaining valuable insights into the entrepreneurial lifecycle and the dynamics of scaling organizations.

At Parcion, Patrick partners with families navigating pivotal life transitions—such as liquidity events, wealth transfers, and legacy planning—ensuring their financial frameworks align with their deepest values and long-term aspirations. His holistic approach helps clients create a meaningful legacy that endures for generations.

A firm believer in living with intention, Patrick integrates mindfulness into his daily life through meditation, yoga, and time spent in nature. These practices cultivate the clarity, presence, and perspective that shape both his professional and personal endeavors.