Strategies to Optimize Your Wealth.

Our offering is designed to meet the needs of our client families who benefit from additional expertise and services that are traditionally associated with a family office.

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A Relationship that Evolves With Your Family.

Our services are integrated into your core relationship with both your Wealthspire advisor and your outside advisors, and are tailored and enhanced over time as needed for each family. We apply a disciplined approach to each relationship, beginning with a discussion to understand where your family is today, what your current needs are, and what additional support you may benefit from over time.

These additional resources may include dedicated guidance from our investment and wealth strategy teams, as well as access to our strategic partners for any additional curated services.

Streamline Your Wealth

Fiduciary Wealth and Investment Planning

Goals-Based Investing

Wealth Strategy

Tax Strategy

<Family Legacy Planning and Education

trustee services

Lifestyle Services

A Trusted Financial Partner For Every Generation

“At Wealthspire, we believe that no client should ever outgrow us. That is why we have a dedicated focus and make continual investments into solutions addressing the concerns and needs of our families as they grow financially over generations.”

-Heather Flanagan, J.D., LL.M Taxation, TEP, Managing Director and Head of Family Office Services

Our Team

Our advisors and financial professionals bring decades of experience serving multiple generations of family office clients with complex financial needs.

They work with each family to provide customized solutions designed to optimize a wealth strategy that aligns with their goals and values.   

Select your location to find an advisor in your region.  

Jonathan C. Connolly

Managing Director, Head of Trust Services

As a seasoned professional with more than 29 years of...

Michael Delgass, J.D.

Managing Director

Mike uses his extensive prior experience as an attorney to...

Heather Flanagan, J.D., LL.M Taxation, TEP

Managing Director, Head of Family Office Services

Heather serves as Head of Family Office Services, overseeing the...

Daniel W. Geary, J.D.

Managing Director

Dan joined the firm’s Philadelphia office in 2017 as a...

Kadeidra Honey-Brooks, J.D.

Senior Vice President, Trusts & Estates

Based in our San Rafael, CA office, Kadeidra serves as...

Ashley E. Iddings, CIMA®, CPWA®

Managing Director

Ashley is a Managing Director and head of Wealthspire Advisors’...

Donna Levy

Managing Director

Donna Levy is a Managing Director and financial advisor at...

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Managing Director

Chip Pyfer is a Managing Director and Advisor in the...

John Wolff, CFP®, AIF®, CLU®, ChFC®

Managing Director

A dedicated advisor with over 30 years of experience, John...

Richard Yam, J.D.

Senior Vice President, Trusts & Estates

Prior to joining the firm in 2018, Rich’s legal practice...

Insights and Expertise

Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute

New York, November 7, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, announced today …

buy home children

Helping Your Children or Grandchildren Buy Their First Home

Residential real estate markets in desirable cities across the country have long been appreciating in value faster than real estate …

Wealthspire Advisors Appoints Honey-Brooks to Expanded Family Office Services Team

Kadeidra Honey-Brooks joins the team as Senior Vice President, Trusts & Estates New York, July 11, 2022 – Wealthspire Advisors …

Contact us about Family Office Services today