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Family Office Services

For High Net-Worth Families With Complex Situations

The Impact

Families may engage Whitnell to provide Family Office Services on a comprehensive or ala carte basis. Those families enjoy objective assessments of their situation and recommendations for improvements that are tailored to their goals.

Family clients realize comfort, knowing our significant experience with family situations over the last 25 years enables us to customize solutions based on those currently in use by other families.

We find the shortest line between two points which means you benefit from our deep bench and knowledge base of experience. There is no trial and error testing phase which adds additional costs to the implementation phase.

Many of our family clients experience an increase in family harmony and unity because they now have a formal mechanism to resolve family conflicts.

Our clients also commonly realize a unification of advisors and their recommendations. These advisors begin to work from a single roadmap, a coordinated team approach to managing family wealth.

Our family clients appreciate the succession plans and timelines we help them build to transfer responsibility and control to the next generation. They also often adopt a clear decision-making structure that is acknowledged by family decision-makers.



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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