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


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

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Firms News


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.

Forward Thinking
Forward Thinking