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 |
|---|---|---|---|---|
| Frank Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Frederick Hinkley | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| G-Woon Choe | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Gabriel Martin | Pelican Family Office | Covington | Not listed | Flat fee or retainer, Percentage of assets |
| Garrett Walsh | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Garrett Williams | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Garrick Russell | HFG Trust | Kennewick | Not listed | Percentage of assets, Hourly |
| Gary Mitchell | Sage Financial Group | Baltimore | Not listed | Percentage of assets, Fixed fees |
| Gary Schlaffer | Alexander Randolph Advisory | Reston | Not listed | Percentage of assets, Hourly |
| George Harris, III | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| George Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Gerald Howell | Arlington Wealth Management | Arlington Heights | Not listed | Percentage of assets, Fixed fees |
| Gerard Guertin | Roffman Miller Wealth Management | Philadelphia | ChFC | Percentage of assets |
| Gianna Mossotti | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Giosefin Tonej | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Grant Garretson | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Greg Pyne | Red Oak Financial Group | Towson | Not listed | Percentage of assets, Hourly |
| Gregory Clifford | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Hampton Clark | Highbrook Capital Partners | Atlanta | CFA | Percentage of assets, Hourly |
| Harry Armon | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Harshvardhan Ved | Guardant Wealth Advisors | Southampton | Not listed | Percentage of assets |
| Heather Proctor | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Helena Sandoval | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Henrique Cataldi | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Henry Hien Phan | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Hilton Kelly | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Hugh Meyer | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Hunter Breedlove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Hunter Klus Wedel | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Hylan Moises | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Ian Dillow | Dillow Wealth Management | Oak Brook | Not listed | Percentage of assets, Fixed fees |
| Jack Branch | Pelican Family Office | Covington | Not listed | Flat fee or retainer, Percentage of assets |
| Jacob Beck | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Jacob Guinn | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Jacob Margo | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Jacob Swartz | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Jadon Dailey | Kera Capital | Mesa | Not listed | Percentage of assets, Hourly |
| James Baynard | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| James Dean | Guardant Wealth Advisors | Palmetto Bay | Not listed | Percentage of assets |
| James Demmert | Main Street Research | Lakeville | Not listed | Percentage of assets |
| James Ek | PCM Encore | Woburn | Not listed | Percentage of assets, Fixed fees |
| James Fisher | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| James Harlow | Novare Capital Management | Charlotte | CFA | Percentage of assets |
| James Hough | Arbor Investment Advisors | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| James Keene | McLaughlin Asset Management | Lafayette | Not listed | Percentage of assets, Fixed fees |
| James Rose | Concord Financial Group | Sheridan | Not listed | Percentage of assets, Hourly |
| Jamie Rugg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Janelle Durbin | Main Street Research | Lakeville | Not listed | Percentage of assets |
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.