Naples Office Managing Partner Rob Bulloch is an intimately trusted advisor to some of Florida’s most affluent individuals and families, ably handling the complexities of wealth management and generational transfer with the greatest of personalized care. Virtually his entire practice comes from the referrals of his current clients, which is to say that he works for people with the deep confidence and faith required to entrust him with their families’ futures, with wishes that extend decades beyond their lifetimes, and with hundreds of millions of dollars of their wealth. He is a fixer, a planner, a legacy-maker, whose responsibilities extend beyond the comprehensive management of finances and estates to the needs and well-being of every family member, on behalf of each client at the direction of the senior generation. His client list is elite, even exclusive, because his commitment to excellence requires him to give all of his time and attention to those he serves, rather than what he can spare to as many people as possible.
Rob’s central focus lies in wealth transfer-shifting techniques, building plans for and then transferring assets down through generations, fully defined during his clients’ lives so they can see and realize the benefits and can guard against the drawbacks of wealth transfer to new generations. He tends to their financial needs with estate planning, closely held business planning matters and—if required—probate or fiduciary litigation to protect his clients' intent, but he serves the fuller interests of his clients simply by remaining the confidant they can count on for their lifetimes and beyond.
Discretion, communication, and accessibility are cornerstones of Rob’s relationships. His insight into and involvement in his clients’ lives are so sensitive by nature, and so essential in execution, that he becomes something akin to the general counsel or COO of the family's legal and wealth preservation operations, taking responsibility for some of its most critical affairs. Rob comes by his appreciation and capacity for his work as a fourth-generation estate planner, who shares in each client’s successes and failures, joys and heartaches, as one who was born to do it. He demands of himself his absolute best on behalf of the individuals and families he serves.
Education and Honors
- Northwestern University, Kellogg School of Management, Certificate, Quarles & Brady Leadership Program (2016)
- University of Florida Levin College of Law (J.D., 2002)
- University of Florida (B.A., with honors, 1999)
Professional and Civic Activities
- Community Foundation of Collier County (Treasurer; Member of Board of Trustees)
- Humane Society Naples (Vice-President; Member of Board of Directors)
- State Bar of Florida (Member: Real Property, Probate and Trust Section)
- Collier County Bar Association (Member)
- Martindale-Hubbell AV® Preeminent™ Peer Review Rated (5.0 out of 5)
- Selected for inclusion in Florida Trend magazine's "2011 Florida Legal Elite" list
- Selected for inclusion in the Florida Super Lawyers–Rising Stars 2009 through Current Editions (Estate Planning & Probate)
- Gulfshore Business "40 Under 40" (2010)
- Florida Trend Magazine "Up & Comer" (Estate Planning; 2008)