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Luke T. Sotir, JD

Luke Sotir, JD has over twenty-five years of experience in his Business, Estate & Family Business Planning Strategies Practice. He is a Managing Partner & Co-Founder of Highland Financial Group.

Luke works closely with the firm's clients and their tax and legal advisors to assist with the analysis and implementation of business and estate planning strategies, including Buy/Sell and Shareholder Agreements, Business Succession Planning, gifting strategies, Grantor Trusts and Family Partnerships.

Luke is an experienced financial professional who helps families protect and transfer their estates and closely-held business interests through use of life insurance products.

He earned a Bachelor of Arts in Economics & History from Amherst College and Juris Doctor, JD from Boston College Law School.  

Luke lives in Lexington, MA with his wife and three daughters.