Family Office for $5M+ Founders & Families | Tax-Smart Wealth Management | Legacy + Liquidity Plans Email Format
Financial ServicesTexas, United States2-10 Employees
If you’re a founder, business owner, or family with $5 million or more in investable assets, you don’t just need a portfolio—you need a tax-smart, purpose-aligned plan that protects what you’ve built and amplifies your impact. At Whitwell & Co., LLC, we serve founders and families who view wealth as a tool for freedom, legacy, and contribution. We act as a family office for entrepreneurs coordinating investment management, proactive tax strategy, and multi-generational planning under one roof. Core Family Office Services Include: • Family Office Coordination • Tax-Smart Wealth Management • Exit and Liquidity Planning • Private Markets & Real Assets • Legacy & Charitable Planning (DAFs, split interest trusts) • Concentrated Stock Strategies • PPLI & Advanced Insurance Design Headquartered in Austin, Texas, we work with clients nationwide, with particular expertise in high-tax states such as California, New York, New Jersey, and Connecticut. You’ll find that our approach is analytical and human—a blend of CFA-level discipline and a commitment to helping you align wealth with what matters most. Personal notes: • Proud Father of 2 boys + 2 girls • Black belt in Hakko-Ryu Jujutsu • Brown belt in Brazilian Jiu-Jitsu • Violinist for nearly 5 decades • Lived in Japan for 7 years | 2 in Austria Next steps: • Visit the Featured section to book a confidential 15-minute introductory visit (call) → https://calendly.com/whitwell-advisors • Learn more about our team → www.whitwelladvisors.com Whitwell & Co., LLC is an SEC-registered investment adviser. This content is for informational purposes only and should not be interpreted as investment, tax, or legal advice. Additional information about the company is available on the SEC’s website at www.adviserinfo.sec.gov Any and all information on this profile—including posts, articles, and presentations—is intended solely for general informational and educational purposes. It should not be considered a solicit
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