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Family Office Services

For High Net-Worth Families With Complex Situations

Our Solution

Whitnell’s Family Office provides a strategic partnership as a family office team to coordinate our clients’ professional advisors, improve efficiencies, and conserve financial resources. We also provide streamlined yet comprehensive reporting and family meetings to assure family members that their financial matters are being managed in accord with family goals.

By working with Whitnell Family Office, our clients simplify the management of their complex holdings, work with a single quarterback and help preserve wealth and family values for future generations.



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GET TO KNOW OUR TEAM

Profile photo for William E Thonn - President & CEO
President & CEO
Profile photo for Wayne Janus - President, Financial Planning
President, Financial Planning
Profile photo for David Peckenpaugh - SVP & CIO
SVP & CIO
Profile photo for Mia Erickson - Senior Vice President
Senior Vice President
Profile photo for Brian Henderson - Senior Vice President
Senior Vice President
Profile photo for Robert Legan - SVP, Family Office Services
SVP, Family Office Services
Profile photo for Robert Peckenpaugh - Senior Vice President
Senior Vice President
Profile photo for Christy Pedersen - Vice President
Vice President
Profile photo for Michael Loizzi - Vice President
Vice President
Profile photo for Lisa Olson - Vice President
Vice President
Profile photo for Barbara Whiting - Senior Tax Manager
Senior Tax Manager
Profile photo for Craig Janus - Financial Advisor
Financial Advisor