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Stephen Wilchins

Chairman of Board of Directors & Investment Committee member

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Stephen Wilchins’ business and estate planning practice guides business owners and their families through a variety of corporate and personal matters including general corporate, transfer of business interests from one generation to another, and estate and succession planning, charitable planning and personal matters.As a certified public accountant, Stephen provides clients with an intricate understanding of critical tax considerations during the planning process. His comprehensive know-how and calm demeanor helps clients to feel at ease when faced with long-term decisions.With almost three decades of experience as a trusted advisor, Stephen provides smart planning advice delivered through a personalized service model. Also, Stephen is a sought-after speaker, covering topics across all areas of estate planning and business succession. He presently serves on the Board of Directors and Board of Advisors of seven privately held companies. 

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