Who We Serve
Whitwell & Co. is an SEC-registered fiduciary wealth management firm with a family-office posture. Our ideal client has $5 million or more in investable assets, and we actively serve families with $2 million or more. Clients working directly with founder Stefan Whitwell are at the $5 million level.
Exceptions are welcome to inquire. We make room for high-trajectory candidates below this threshold for people with strong character, accelerating careers, real networks, and the kind of momentum that tends to compound. If that sounds like you, we want to hear from you regardless of where the balance sheet starts today.
Every client relationship begins with understanding your unique situation and goals, and building a plan around the people and purpose that matter most to you.
Founders & Operators
Business Owners
Scaling entrepreneurs who need proactive tax planning, asset protection, and a wealth strategy that grows alongside their business.
ExploreLiquidity & Transition
Exit Planning
Business owners preparing for a sale, merger, or transition who want to minimize taxes and maximize the value they keep.
ExploreEquity & Compensation
Senior Executives
C-suite leaders and senior executives managing complex equity compensation, stock options, RSUs, and concentrated stock positions.
ExploreLife Transitions
Women Navigating Life Changes
Women navigating divorce, widowhood, career change, or inheritance who need a trusted advisor to help them take control of their financial future.
ExploreFor Clients Living Outside the U.S.
International Investors
Affluent individuals and families who live outside the United States and want diversified access to U.S. stocks, ETFs, and, where appropriate, selective non-traditional investments.
ExploreA Quiet Invitation
Every client situation in these pages began with a single conversation about what they were trying to build. If any of them sounds like yours, let us talk about whether we are the right fit for you. 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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