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.
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Specialist Resources
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Congratulations. To build and sustain your business, you've made informed and calculated decisions. You've researched markets, selected partners, hired employees, located real estate and negotiated more contracts than you care to remember.
From this point on, you'll need to make additional decisions no less important—to plan for when your company must stand on its own. You see, while business owners typically come to advisors with goals in mind, they often stay with those advisors for their ability to provide comprehensive exit planning strategies, in advance of key decisions.
We expect you're occupied with the day-to-day tasks of running your company. Still, it's wise to set aside time to examine your achievements and what stands in your way of achieving more—perhaps, for generations to come.
Insights
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWhat is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now