Stephen Wilchins

Chairman of Board of Directors & Investment Committee Member

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, 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 knowledge 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.