Comprehensive Financial Planning
For Founders and Families
At Whitwell & Co., we believe great financial planning is not a one-time event but an ongoing relationship. We combine fiduciary discipline with a personal touch to help founders, executives, and families build, protect, and transfer wealth on their own terms.
Planning for retirement means planning around a date and a number: when you stop working, and how much you have saved. Planning for optionality is different. It is the work of designing a financial structure that gives you real choices over time: to keep working on your own terms, to step back gradually, to pivot, to give, to take a sabbatical, to start something new. Retirement is an outcome. Optionality is a strategy. The five years before that transition are the window where you can still design the outcome rather than react to it.
The Five-Year Journey to Job-Optional
A staged framework for the founders and operators most at risk of getting the most consequential transition of their financial life wrong: the five years before work becomes optional.
Learn moreFamily Office Scorecard
A free 16-question diagnostic across coordination, tax architecture, risk, and continuity. Find where the highest-leverage next move actually sits.
Learn moreExit Planning Sprint
A private, tax-aware pre-exit planning sprint for founders preparing for a sale, recap, or major liquidity event. By invitation.
Learn moreThe Planning Club
Our structured financial planning program walks you through every step, with a 60-day satisfaction guarantee.
Learn moreTax Planning
Proactive, year-round strategies to reduce your lifetime tax burden across current-year, tax-free income, and estate dimensions.
Learn moreFinancial Freedom
Reach the point where your investments and passive income make work optional, not mandatory.
Learn moreEstate Planning
Structure your assets so wealth transfers to your heirs with the least possible tax burden and no surprises.
Learn moreReal Estate
Thoughtful guidance on location, property type, tax planning, and management for real estate investors.
Learn moreChildren with Disabilities
Special needs planning covering ABLE accounts, trusts, government benefits coordination, and long-term care.
Learn moreA Quiet Invitation
A great plan is not a document; it is a coordinated set of decisions about taxes, cash flow, investments, and protection, made together rather than in silos. Let us look at how the pieces of your financial life fit, and where the leverage is. We do not believe in pressure or hard pitches. We believe in the right relationship with the right people at the right time.
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