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 |
|---|---|---|---|---|
| Jason Wood | Rothschild Capital Partners | New York | Not listed | Percentage of assets, Hourly |
| Jasper Vaccaro | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Jeffrey Heisler | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Jeffrey Karpel | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Kopp | Cardea Capital Advisors | Jacksonville | Not listed | Percentage of assets, Fixed fees |
| Jeffrey McClean | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Jeffrey Shaw | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Spagnola | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Jeffrey Wyatt | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Jeremiah Barwick | Keen Capital | Chapin | Not listed | Percentage of assets, Hourly |
| Jeremy Keating | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Jesse Radoslovich | Mountain Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Joan Woodard | Woodard & Company Asset Management Group | Bermuda Run | Not listed | Percentage of assets |
| Joanne Keller | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Joel Braswell | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Joel Kocen | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| Joel Stilwell | Rssic | San Francisco | Not listed | Percentage of assets, Hourly |
| John Chiacchiero | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| John Dabov | Kelman-Lazarov | Memphis | Not listed | Percentage of assets, Hourly |
| John Dame | Rothschild Capital Partners | Washington Dc | Not listed | Percentage of assets, Hourly |
| John Gavin III | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| John Hofman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| John Hollahan | Arlington Wealth Management | Arlington Heights | Not listed | Percentage of assets, Fixed fees |
| John Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| John Pantekidis | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| John Ring | Moldenhauer & Associates | Orchard Park | Not listed | Percentage of assets, Hourly |
| John Rosswog | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| John Sanderson | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| John Wills | Kocen Financial Group | Rancho Mirage | Not listed | Percentage of assets, Fixed fees |
| John Woodard | Woodard & Company Asset Management Group | Bermuda Run | Not listed | Percentage of assets |
| John Woodard | Woodard & Company Asset Management Group | Bermuda Run | Not listed | Percentage of assets |
| John Youngman | Osprey Private Wealth | New York | Not listed | Percentage of assets |
| John Youngs | Tiller Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Johnathan Butler | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Johnny Jones | Atlatl Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Jonathan Berry | TrueHaven Capital | Richardson | Not listed | Percentage of assets, Hourly |
| Jonathan Garlow | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Jonathan Nadler | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Joseph Barrios | Heritage Financial Counselors | Oyster Bay | Not listed | Percentage of assets, Fixed fees |
| Joseph Lopresti | Arlington Wealth Management | Arlington Heights | Not listed | Percentage of assets, Fixed fees |
| Joshua Guevin | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Joshua Kazlauskas | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Joshua Mclain | Sunset Retire | Las Vegas | Not listed | Percentage of assets, Hourly |
| Joyce Walker | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Julie Dant | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Justin Jones | Fidelis Capital | Dallas | Not listed | Percentage of assets, Fixed fees |
| Justin Warfel | Wagner Wealth Management | Conyngham | Not listed | Percentage of assets |
| Kaitlyn Kocuba | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Karla Lema | Concord Financial Group | Sheridan | Not listed | Percentage of assets, Hourly |
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.