Schaper, Benz & Wise

Family Wealth Counsel

Family Wealth Counsel is a division of Schaper, Benz & Wise that provides unique services specifically for affluent families and individuals to grow, protect, share, and enjoy their wealth consistent with their personal values and priorities. We develop a detailed understanding of your family, finances, and preferences in order to provide personalized gifting strategies, tax planning, philanthropic strategies, and cash flow planning. Our team will relieve you of the hassles of managing your wealth; think of us as your personal CFO.

Family Wealth Counsel | Schaper, Benz & Wise

OUR SERVICES

Wealth Transfer Planning

Retirement Planning

Tax Planning

Income & Cash Needs Planning

Charitable Planning & Family Philanthropy

Fiduciary Administration

Private Foundation Administration

Other

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Who We Are

Meet Our Team

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Trusted and Reliable

Like a great oak tree, our guidance is unwaivering and stable...
a trusted and reliable source of growth and security...
Always here for you.