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
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 Now
One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now
3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read Now
The cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read Now
Investing in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read Now
Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.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 NowOne economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowThe cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowInvesting in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read Now