Family wealth transfer
Family-wealth-transfer planning sits one layer beyond estate documents: it's the ongoing intra-family work of governance, education, gifting strategy, family meetings, dynasty trusts, and the relationships between three or four generations of a household. Advisors here treat the family system as the client, not just the senior generation.
By the numbers
The Wellspent public graph lists 2,754 fee-only financial advisors focused on family wealth transfer at 776 firms, most in Boston, Houston and Atlanta. 36% hold the CFP certification. Of the 2753 with fees on file, 97% charge percentage of assets.
- Advisors listed
- 2,754
- Firms
- 776
- Cities
- 576
- Hold the CFP
- 36%
- Other credentials: CFA 13% · CPA 1% · EA 1%
- How they charge (of 2753 with fees on file): percentage of assets 97% · fixed fees 65% · hourly 43% · performance-based fees 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors with depth in family wealth transfer
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Peter Shenas | Ariston Services Group | San Diego | CFP | Percentage of assets |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Phillip Frattali | Sanderson Wealth Management | Buffalo | CFA | Percentage of assets |
| Rainier Trinidad | Parabolic Asset Management | Coronado | CFA | Percentage of assets, Hourly |
| Randy Garcia | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Randy Siegel | Aletheian Wealth Advisors | Prescott | CFP | Percentage of assets, Fixed fees |
| Rebecca Rawlinson | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Richard Barnett | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Richard Freitag | Freitag Financial Group, LLC. | Charlotte | CFP | Percentage of assets, Hourly |
| Richard Moldenhauer | Moldenhauer & Associates | Orchard Park | ChFC | Percentage of assets, Hourly |
| Riddhi Jain | HappyRich Capital | Mumbai, India | CFP | Percentage of assets, Hourly |
| Robert Hofmann | Roffman Miller Wealth Management | Phialdelphia | CFP | Percentage of assets |
| Robert Mitchell | Concord Financial Group | Wilmington | CFA | Percentage of assets, Hourly |
| Robert Riegen | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Robin Sievers | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Roger Roble | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Ryan Bohm | Andina Advisors | Logan | CFP | Percentage of assets, Hourly |
| Ryan Kraus | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Ryan Vance | Pendulum Partners | Itasca | CFA | Percentage of assets, Fixed fees |
| Samantha Vicchiarelli | Alexis Advisors | Richmond | ChFC | Percentage of assets, Hourly |
| Samuel Webb | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Sarah Pierce | Watershed Private Wealth | Oak Brook | Not listed | Percentage of assets |
| Sarah Veverka | Guyasuta Investment Advisors | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Scott Marx | SMP Financial Planning | Falls Church | CFP | Percentage of assets, Hourly |
| Scott North | Clearpath Legacy Planning | Denver | Not listed | Percentage of assets |
| Sean McElhaney | Family Office Research | Bethesda | CFP | Percentage of assets, Hourly |
| Seann Dougherty | Dougherty Investment Advisors | Spring Hill | Not listed | Percentage of assets, Hourly |
| Sevag Ossipian | Highline Wealth Partners | Sherman Oaks | CFA | Percentage of assets, Hourly |
| Shawn Hudspeth | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Sophie Young | Novare Capital Management | Charlotte | CFP | Percentage of assets |
| Spencer Tracy | Principium Investments | Boulder | Not listed | Percentage of assets |
| Steven Bokoff | Thames Financial Management | Norwich | CFP | Percentage of assets, Hourly |
| Steven Henderson | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Stuart Caplan | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Susan Marshall | Arlington Wealth Management | Henderson | ChFC | Percentage of assets, Fixed fees |
| Susan Wipperman | Old Mission Investment | Traverse City | CFP | Percentage of assets, Hourly |
| Taiyoung Lee | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Terin Rundus | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Theodore Zamerski | Prosperity Path Advisers | Vero Beach | PFS, CFA | Percentage of assets, Hourly |
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Riley | Alpha Capital Family Office | Greenwood Village | CFA | Percentage of assets, Fixed fees |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Todd Macke | Greater Gifts Family Office | Fort Myers | CFP | Percentage of assets, Hourly |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Tracy Gibbs | Howland Capital | Boston | CFP | Percentage of assets, Hourly |
| Troy Wirth | InGen Strategies | Irvine | CFP | Percentage of assets, Hourly |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| Wendy Karkoska | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| William Barton | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
Guides
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Family office vs wealth manager: what's the difference?
A single family office works for one family and is exempt from SEC adviser registration; the ones in UBS's 2025 survey managed an average of $1.1 billion. A multi-family office is a registered wealth manager with more household services. Fee-only wealth managers charge a median 1% of assets.
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Financial planning for a blended family
In a second marriage, the default rules often leave everything to the new spouse and nothing to children from before. Beneficiary forms, trusts and a written agreement fix that. A one-time plan from a fee-only planner costs a median $2,000.
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Financial advisor for an inheritance: what to do first
Don't rush. Park the money, learn the tax rules for what you inherited, then get a plan. A one-time plan from a fee-only planner costs a median $2,000; most inheritances owe no federal tax at all.
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Inheriting money in Canada: tax, RRSPs and what to do first
Canada has no inheritance tax. The estate settles the tax on the final return before you're paid, and most inheritances aren't income to you. A one-time plan from a Canadian fee-only planner costs a median C$1,900.
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How to review your beneficiary designations
Beneficiary forms decide who receives your retirement accounts, life insurance and transfer-on-death accounts, whatever your will says. Check every form after a marriage, divorce, birth or death. A divorce doesn't reliably remove an ex from a workplace plan, and a 401(k) generally goes to your spouse unless they sign a witnessed waiver.
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Charitable giving strategy: stock, donor-advised funds and QCDs
In 2026, giving appreciated stock avoids the capital gains tax, a donor-advised fund lets you bunch several years of gifts to clear the $32,200 standard deduction, and from 70½ an IRA gift of up to $111,000 stays out of income entirely.