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 |
|---|---|---|---|---|
| Andrew Taylor | Jefferson Bridge Capital | Wildwood | Not listed | Percentage of assets |
| Apostolos Paul Lountzis | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| April Pica | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Barbara Spicer | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Barrington Gist | Heritage Private Wealth | Nashville | Not listed | Percentage of assets, Hourly |
| Barry Wynn | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Benjamin White | Sestante Family Office | Coronado | Not listed | Percentage of assets, Fixed fees |
| Bennett Wood | Surience Private Wealth | Yakima | Not listed | Percentage of assets, Hourly |
| Bernard Lanigan | Southeast Asset Advisors | Thomasville | Not listed | Percentage of assets, Hourly |
| Bradley Fergason | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Bradley Riccardi | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Brady Hogan | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Brendan Clune | Timber Creek Capital Management | Boston | Not listed | Percentage of assets |
| Brett Sherman | Madrona Wealth Management | Happy Valley | Not listed | Percentage of assets, Hourly |
| Brittany Bynum | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Brittney Della Torre | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Bryan Gould | Ultra Advisory Group | Irvine | Not listed | Percentage of assets, Hourly |
| Burton Wiand | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| Cathy Tajiri | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Charles Clementson | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Charles Roehrer | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Christen Dusselier | Mitchell Capital Management | Leawood | Not listed | Percentage of assets |
| Christian Dursteler | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Christopher Hays | Chris Hays Wealth Management | Phoenix | Not listed | Percentage of assets, Hourly |
| Christopher Parker | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Cody Terrion | Atlas Financial | Wynnewood | Not listed | Percentage of assets, Fixed fees |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Courtney Ringlein | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| Craig Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Cullen Coxe | Colonial Trust Company | Greenville | Not listed | Percentage of assets, Fixed fees |
| Dale Pfeifer | Westward Investment Advisory | Mission | Not listed | Percentage of assets, Hourly |
| Daniel Green | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Daniel Hayes | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Daniel Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Daniel Sullivan | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| David Fletcher | Southeast Asset Advisors | Tallahassee | Not listed | Percentage of assets, Hourly |
| David Giannini | Truvista Advisors | Redmond | Not listed | Percentage of assets |
| David Raphael | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Davide Accomazzo | Thalassa Capital | Thousand Oaks | Not listed | Percentage of assets |
| Dawneen Oehlerich | KilterHowling | Whitefish | Not listed | Percentage of assets |
| Denton Jones | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Diego Arias | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Eugene Pal | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Evan Finkel | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Francis Gilbride | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Gary Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| George Ferrel | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Granger Osborne | Southeast Asset Advisors | Charleston | Not listed | Percentage of assets, Hourly |
| Gregory Wood | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| Harriet Parker | Greenwich Wealth Management | Greenwich | 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.