Wealth Transfer Strategies

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.

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 M. Schillo
Director of Planning and Portfolios

Alexandra A. Coquoz
Private Wealth Analyst

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

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Blogs

Asset Management Goals-Based Planning Philanthropy & Gifting Risk Mitigation/ Insurance Tax-Managed Strategies Wealth Transfer Strategies Wealth Management

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Newsletters

Tax Connections Newsletter – Summer 2023

Wealth Management Group Newsletter – Summer 2023

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Firms News

06.08.20

Message from Managing Director Mark Thomson
Over the past two weeks, I have watched the many peaceful protests across the City of Chicago, our local communities and across the nation. People of all backgrounds are speaking out against the continuing injustice against people of color, specifically Black people.

01.21.19

Alexandra Coquoz Featured in Crain’s People on the Move

01.14.19

Luke Schillo Featured in Crain’s People on the Move