Wealth PartnersKasandra Schindler
Awards and Industry Recognition
Forbes
Helping business owners build a legacy that reflects who they are
Every successful business owner has a story—a journey defined by ambition, perseverance, and purpose. Your family's story is equally unique, shaped by your priorities, values, and relationships. Together, we can create a wealth plan that aligns with your vision for the future and reflects what matters most to you. Whether you're beginning to think about what's next for your business, navigating the complexities of a transition, or planning for the future, you deserve guidance that meets the highest level of excellence.
When you work with us, you'll gain access to a team of experts dedicated to helping you align your Wealth Planning, Investment Management, and Philanthropic strategies with your family's purpose. Together we'll explore the structure of your assets and engage in thoughtful discussions to ensure your plans reflect your intentions. Whether your goals include transferring wealth to future generations or shaping a lasting legacy, our collaborative approach provides clarity, confidence, and tailored solutions that align with your priorities.
Managing significant wealth requires a thoughtful, disciplined approach. With unparalleled experience, our Investment Management team works to preserve and grow your wealth across generations while supporting your goals at every stage. Tax efficiency is carefully considered in portfolio construction, recognizing its importance to many of our clients and ensuring it's thoughtfully addressed. As a Wealth Partner, every decision is made with care, grounded in a deep understanding of the responsibility that comes with stewarding significant assets.
Your legacy is about more than financial success—it's about the values and connections that define your family. From fostering meaningful conversations and strengthening family governance to exploring impactful philanthropic opportunities, you'll have the guidance and resources to ensure your family's impact endures for generations.
This is about honoring your achievements, preserving what you've built, and creating a legacy your family will be proud of. With thoughtful advice, exceptional care, and a collaborative process, you'll be supported every step of the way.
Learn More
Specialist Resources
Helping business owners prepare for what's next
Services for Business Owners
Your business likely represents a significant portion of your wealth. Helping you optimize the value of this asset requires careful advance planning, starting well in advance of when you'd like to sell.
We work with business owners to create a personalized transition plan that complements their personal investing, banking and lending goals. This holistic approach can help you capitalize on all the hard work you have put into your business, and better position you and your family for the next stage of your life. Our team of specialists can support you with:
- Exit options
- Strategies to maximize the value of your business, including tax management and asset protection
- Trust & estate planning
- Transition planning
Our goal is to help prepare you, your family —and your business—for what lies ahead and give you a roadmap to help you navigate transitions successfully.
Insights
What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read Now
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read Now
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read Now
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowWhat risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowSecurities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now