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


Collin Woulfe
Private Client Associate

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

Wealth Transfer Strategies

Forward Thinking
Forward Thinking