Stuart Green, JD

Wealth Strategist

Stuart Green serves as Segment’s Wealth Strategist.

 A Trusts & Estates attorney by background, he focuses on modern estate planning strategies, designing plans that scale with family wealth and governance. His approach helps families navigate complex family and business dynamics with clarity and direction. 

Central to his philosophy is that estate plans need to evolve with each family’s needs and address the following issues:

• Privacy

• Asset Protection

• Control

• Family Governance

• Wealth Management

This approach brings forward meaningful benefits for the current generation, while thoughtfully aligning governance, succession, and family values across multiple generations.

An important aspect of Stuart’s practice is the strategic use of best-in-class South Dakota trust law. South Dakota is widely recognized as the premier trust jurisdiction in the United States.

Stuart earned his Bachelor of Science in Accounting from the University of Evansville before completing a Master of Arts in Philosophy at Franciscan University of

Steubenville. He received his law degree from the University of Dayton School of Law, where his studies included extensive coursework in tax and estate planning.

Stuart’s career has included working with boutique estate planning law firms, a Big Four public accounting firm, and the wealth management practice of a publicly traded bank.

Stuart is admitted to practice in Texas, South Dakota, Kentucky, and Pennsylvania.

Email: stuart.green@segmentwm.com

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