Cassady SchillerServicesEmerging and Established Wealth

Emerging and Established Wealth


When you reach a certain level of success, wealth can enable you to provide for the people and causes that matter most to you. But as wealth brings opportunity, it also brings unique challenges. Our emerging and established wealth team is dedicated to helping you meet the responsibilities and capitalize on the opportunities that wealth affords.

At Cassady Schiller, we help our clients plan for the growth, preservation and utilization of their wealth with a personalized team of experienced and qualified professionals. Every client relationship starts with an in-depth exploration of your family values and individual financial goals. We work hard to understand what is truly important to you. Then, our team works as your partner to identify and deliver the specific solutions that will help you meet your goals.

We create strategic alliances among your team of trusted advisors. While each professional advisor, whether lawyer, CPA or financial advisor, has their own set of responsibilities, it is essential that they collaborate so you may realize your goals. We understand the importance of each member of the team and are dedicated to fostering relationships that promote effective teamwork.

We build on our experience and expertise with a commitment to listening, learning, and teamwork. Working together, we help to build financial confidence for you and your family.


  • Tax Compliance
  • Tax Consulting
  • Year-End Planning
  • Family Tax Planning
  • Insurance Planning
  • Estate and Gift Planning
  • Valuation Services
  • Generational Planning
  • Retirement Planning
  • Charitable Planning
  • Charitable Foundation Compliance
  • Recent Posts

    • Whitney Hurtt
      Should You Revisit Your Estate Plan?

      The Tax Cuts and Jobs Act (TCJA) increased the exemption amount for the individual estate, gift, and generation-skipping transfer (GST) tax exemptions to almost $11.2 million (double this for married…

    • Marc Wambaugh
      Should You Establish a Donor-Advised Fund?

      Many taxpayers around the country have given to charity for years and the tax deduction associated with those donations was an added bonus.  However, with the sweeping new tax law changes that took e…

    • David Cassady
      Today is Tuesday, I Don’t Have Time to Think...

      ESTATE PLANNING.  I cannot begin to tell you how many times I hear this.  But then again, I also hear – “I need to save taxes, what can I do?”  Or, I also hear, “I do not have to do estate…

We help you implement a disciplined, longterm family strategy that is cost-effective to develop and maintain.