Michael Petersen is a Senior Tax Manager at Sorren. With a background spanning both public and private accounting since 2009, Mike specializes in estate planning, estate and gift tax, and trust taxation. His prior experience at a Fortune 500 bank sharpened his ability to deliver high-touch, client-centered service, particularly for high-net-worth and ultra-high-net-worth families navigating complex financial matters. Known for his practical insight and technical depth, Mike supports clients through major life transitions, helping them structure their estates, preserve wealth, and prepare future generations. He is a trusted resource for families seeking guidance on tax-efficient strategies and compliance requirements tied to generational wealth planning.
Outside of work, Mike enjoys traveling and exploring new wines.
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