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Family Office Services

For High Net-Worth Families With Complex Situations

The Benefits

Whitnell family clients can experience peace of mind because we have developed the best possible succession-plan for family wealth and have aligned the plan with their goals.

Family members can live lives of greater ease because of our comprehensive and cost-effective administration of trusts and business entities. Family members realize value, knowing that all fees associated with investments have been scrutinized and evaluated for cost-benefit.

Our approach to managing family matters and assets can lead to greater consensus and decreased friction among family members. They realize clarity regarding how to achieve family goals. This allows family members to understand how all the pieces fit together.

With clear direction regarding succession planning, investments and family governance, family leaders can experience a greater feeling of confidence about the future.



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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