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
“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Paying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowPaying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhat is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowWhat happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now