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 |
|---|---|---|---|---|
| Kristina Green | Trinity Financial Advisors | Columbus | Not listed | Percentage of assets, Fixed fees |
| Kurt Laubinger | Potomac Wealth Management | Great Falls | Not listed | Percentage of assets, Hourly |
| Kurt Lofters | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kyle Fulton | Seneca Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Kyle Keir | Eagle Bay Family Office | New York | Not listed | Percentage of assets, Hourly |
| Kymberly Watson | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Landon Blodgett | Blodgett Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Landon Grams | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Laura Markoff | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Laura Steagall-Cissell | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Laurence Ach | Klingenstein Fields Advisors | New York | CIC | Percentage of assets, Fixed fees |
| Lawrence Muscant | Omnia Family Wealth | Aventura | Not listed | Percentage of assets, Fixed fees |
| Lee Boudouris | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Leo Kraunelis | Aspen Grove Capital | Avon | CFA | Percentage of assets, Fixed fees |
| Leslie Ann Gutierrez | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Lester Brackley | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Lisa Green | Sunpointe Investments | Bryn Mawr | Not listed | Percentage of assets, Fixed fees |
| Louis Marchant | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Louis Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Louise Gibbs | Westview Investment Advisors | Burlington | Not listed | Percentage of assets, Hourly |
| Lucas Roberson | Balentine Wealth Advisors | Raleigh | Not listed | Percentage of assets, Fixed fees |
| Luke Stein | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Lyle Meek | Cerro Pacific Wealth Advisors | San Luis Obispo | Not listed | Percentage of assets, Fixed fees |
| Maggie Hartness | Legacy Wealth Management | Ridgeland | Not listed | Percentage of assets |
| Mallen Bruggeman | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Marc Rosenbach | Atlas Legacy Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Marco Vidal | Sundial Wealth | Delray Beach | Not listed | Percentage of assets, Hourly |
| Mark Feldser | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Mark Perry | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Mark Seski | Harvest Portfolio Management | Isle Of Palms | Not listed | Percentage of assets |
| Mathew Park | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Matthew Barr | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Matthew Eilert | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew McCarter | Onyx Bridge Wealth Group | Tarrytown | Not listed | Percentage of assets, Hourly |
| Matthew McCarter | Onyx Bridge Wealth Group | Exton | Not listed | Percentage of assets, Hourly |
| Matthew Raines | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Matthew Ramer | MOR Wealth Management | Philadelphia | Not listed | Percentage of assets, Hourly |
| Matthew Shaia | Brockenbrough | Richmond | Not listed | Percentage of assets, Fixed fees |
| Matthew Wallace | C.H. Dean | Beavercreek | Not listed | Percentage of assets |
| Matthew Zeigler | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Melody Rice | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Meredith Fennebresque | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Abbood | Veritas Wealth Management | North Kingstown | Not listed | Percentage of assets, Hourly |
| Michael Bishop | Bishop & Company Investment Management | Erie | CFA | Percentage of assets, Hourly |
| Michael Cornfeld | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Michael D'Addario | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Michael Evans | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Michael Fredericks | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Michael Handy | Handy & Company Financial Advisors | Lake Oswego | 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.