Casey Taylor Weyand, CFA®

Our mission is to help clients maximize the value of their family capital through the transfer and preservation of the family's shared values, and the creation of an enduring family legacy.

The Family Governance & Wealth Education group helps ultra-high net worth families strive to maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.

While the process of Estate Planning can seem intimidating, the process can be streamlined into a digestible way that simplifies mapping our your taxes, trusts, and gifting opportunities.

It's not always easy to bring up financial matters within your family, but doing so doesn't have to be a struggle. Having these dialogues can be paramount in not only avoiding future setbacks, but developing a healthy collaboration when it comes to family wealth.

As your family expands and your wealth grows, you may encounter more complex and nuanced wealth management challenges. As your family's needs evolve, it is likely that you will require the experience of professionals with a broader range of capabilities.

Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit organizations by offering a suite of services to help define and realize clients' charitable missions. View the link below to learn more about Philanthropy Management.

For many UHNW clients, the most difficult wealth planning challenge they face relates not to their financial capital, but to their human capital. Family Governance Services is a comprehensive offering designed to support each family's unique challenges.

Our experienced professionals are available to discuss a variety of tax, trust, and estate strategies with you and your advisors. We assist in facilitating the implementation of these strategies and focus on integrating them with your investment plans.

While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds (DAFs) are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.

The Spousal Lifetime Access Trust (SLAT) serves as an estate planning tool for donors hesitant about losing control over their assets while aiming to minimize federal estate taxes.

Estate planning may minimize transfer taxes and allow one to retain some control over gifted property. Which estate planning strategies are employed, and when, depends on you.

Holding a large position in a single stock, whether from stock awards, inheritance, or past investments, can signal success but also introduces potential risks due to lack of diversification. It's important to assess whether a concentrated position might pose future financial challenges.

Equity compensation is a form of non-cash pay that represents ownership in the company, typically offered as stock options, restricted stock units (RSUs), or performance shares, and is designed to align the interests of employees and shareholders by providing employees with a stake in the company's success.

Strategically utilizing your equity compensation can significantly enhance your financial roadmap, potentially accelerating milestone achievements and offering greater flexibility for long-term plans. Learn to leverage your equity compensation toward reaching your financial goals.