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 |
|---|---|---|---|---|
| Kate Brunori | PCM Encore | Tampa | Not listed | Percentage of assets, Fixed fees |
| Katherine Ludeman | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Kathryn Atkins | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Kathy Postoak | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Katie Martin Hewitt | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Keegan Sullivan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Kendall Borchardt | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Kenneth Blaschke | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Kerri Musgrove | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Kevin Kennedy | Flying Point Financial | North Andover | Not listed | Percentage of assets, Hourly |
| Kevin Myhre | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Kian Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Kimberly Pham | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kristin Sun | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kristine Sawyer | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Kristopher Wallick | Wallick Wealth Management | Perkasie | Not listed | Percentage of assets |
| Kyle Reese | Sprout Capital Management | Austin | Not listed | Percentage of assets, Hourly |
| Lauren Bell | Trio Wealth Management® | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Laurence Grosbaum | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Laurent Metzler | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Lawrence Epperly | Legacy Wealth Management | Memphis | CFA | Percentage of assets, Fixed fees |
| Leah Beattie | Veris Wealth Partners | Portsmouth | Not listed | Percentage of assets, Hourly |
| Leo Rose | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Leonard Rodman | Rothschild Capital Partners | Potomac | Not listed | Percentage of assets, Hourly |
| Lewis Weil | Lewis Weil | Austin | Not listed | Percentage of assets, One-time planning fee |
| Lindsay Wolf | asendo wealth | Warren | Not listed | Percentage of assets, Hourly |
| Lionel Tapiero | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Lisa Sternberg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Logan Stelzner | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Marc Eppinger | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Maria Bolanos Wong | Manchester Capital Management | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Mario Veneroso | Veneroso Wealth Management | Woodbury | Not listed | Percentage of assets, Hourly |
| Mark Buscher | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Mark Elhilow | Blue Ocean Capital | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Mark Fedenia | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Mark Friedenthal | Friedenthal Financial | Marlton | Not listed | Percentage of assets, One-time planning fee |
| Mark Frombach | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Mark Frugoni | FOCUS Wealth Advisors | Houston | Not listed | Percentage of assets |
| Mark Herskovitz | Equilibrium Wealth | Jerusalem, Israel | Not listed | Percentage of assets, Hourly |
| Mark Idzik | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Mark Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Mark Minder | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Mark Sansoterra | Highview Capital Management | Buffalo Grove | CFA | Percentage of assets |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Mark Strahs | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Martha Raghunauth | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Mary Harris | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Mary Patch | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Masahiro Yamazaki | Oxler Private Wealth | Rye Brook | 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.