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
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now