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 |
|---|---|---|---|---|
| Harry Figgie | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Henry Barre | Colonial Trust Company | Spartanburg | Not listed | Percentage of assets, Fixed fees |
| Henry Batts | Colonial Trust Company | Columbia | Not listed | Percentage of assets, Fixed fees |
| Howard Case | Founders Capital Management | Hartford | Not listed | Percentage of assets |
| J. Pappas | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Jackson Kleinert | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Jacob Halberstam | Equinum | Lakewood | Not listed | Percentage of assets |
| Jake Gigliotti | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| James Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| James Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| James Fields | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| James Holcomb | Westward Investment Advisory | Mission | Not listed | Percentage of assets, Hourly |
| James Merrill | Binnacle Financial Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Jeffrey Kauffman | Summit Family Office Services | Woodinville | Not listed | Percentage of assets, Hourly |
| Jeffrey Kirwood | Aspen Grove Capital | Avon | Not listed | Percentage of assets, Fixed fees |
| Jennifer Nagai | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Jeremiah Gallington | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| Jesus Duran | Virtus Family Office | El Paso | Not listed | Percentage of assets, Fixed fees |
| Joel Hussey | Truvista Advisors | Redmond | Not listed | Percentage of assets |
| John Jeffries | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| John Platt | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| John Stetter | Concorde Investment Management | Dallas | Not listed | Percentage of assets, Hourly |
| John Sullivan | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Jonathan Treussard | Treussard Capital Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Jordan Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Joseph Griffin | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Joseph Grupp | Grupp Financial | Chandler | Not listed | Percentage of assets |
| Joseph Strancar | Beese Fulmer | Canton | Not listed | Percentage of assets |
| Joshua Ireland | Jefferson Bridge Capital | Nashville | Not listed | Percentage of assets |
| Joshua Perlmutter | Atlas Financial | Chicago | Not listed | Percentage of assets, Fixed fees |
| Julie Goodridge | NorthStar Asset Management | Boston | Not listed | Percentage of assets |
| Kalena Laurent | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Kenneth Pollinger | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Kristian Mtetwa | Atlas Financial | El Segundo | Not listed | Percentage of assets, Fixed fees |
| Kyle Haesler | FarrCrest Capital | Reston | Not listed | Percentage of assets, Hourly |
| Laura McAree | Heritage Investors Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Lauren Hall | Pin Oak Investment Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| Lucas Drumond | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Marie Palmer-Kamprath | Generational Legacies Wealth Management | Coeur D'Alene | Not listed | Percentage of assets, Fixed fees |
| Mark Scionti | M3 Advisory Group | Dover | Not listed | Percentage of assets, Hourly |
| Mary Hicks | Bright Vision Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Matthew Grupp | Grupp Financial | Jackson | Not listed | Percentage of assets |
| Matthew Stevens | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Menachem Lerman | Equinum | Ft. Lauderdale | Not listed | Percentage of assets |
| Michael Barondess | Aspen Grove Capital | Denver | Not listed | Percentage of assets, Fixed fees |
| Michael Estrada | Grupp Financial | Jackson | Not listed | Percentage of assets |
| Michael Farr | FarrCrest Capital | Naples | Not listed | Percentage of assets, Hourly |
| Michael Freeburg | Greenwich Wealth Management | West Palm Beach | Not listed | Percentage of assets, Hourly |
| Michael Herr | Summit Family Office Services | Bellevue | Not listed | Percentage of assets, Hourly |
| Michael Russo | Argos Wealth Advisors | San Francisco | 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.