Wealth Transfer Strategies Legacies shared wisely

Our advisors have worked with individuals and couples with significant wealth, complex family situations, closely-held businesses and other complicating circumstances for years. We help you navigate legal, tax and family dynamics to develop wealth transfer strategies that meet your goals and protect your legacy. We know the landscape, issues, opportunities, threats and what to do about them. Together, we work to protect your assets, pass on your values and create an enduring legacy. All in a tax efficient manner.

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Areas of expertise include:

  • Comprehensive estate and generation skipping planning strategies
  • Lifetime giving strategies
  • Uses of trusts in gift and estate planning
  • Planning for qualified retirement accounts
  • Complex charitable giving strategies
  • Family limited partnerships

Professionals

James V. Petitpren, II
Executive Private Wealth Advisor & Chief Investment Officer

Luke Schillo
Director of Planning and Portfolios

Alexandra A. Coquoz
Private Wealth Analyst

Frank L. Washelesky, CPA, JD, CVA, PFS
Chief Compliance Officer

Wealth Transfer Strategies

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Firms News

01.14.19

Luke Schillo Featured in Crain’s People on the Move
Luke Schillo is featured in Crain's Chicago Business'  People on the Move newsletter. Crain's People on the Move highlights professionals undergoing Chicago-area job changes, promotions and board appointments.

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Media Mentions

01.10.19

Various Media – ORBA Wealth Advisors Announces Launch

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Forward Thinking