Nicole Scanlon

Managing Director, Family Wealth

http://[email protected]

As Managing Director of Family Wealth, Nikki specializes in a wide range of complex services by aligning family wealth with vision and values, comprehensive aggregated reporting, and clarity to governance and philanthropic endeavors.  She assists in the creation, implementation, and monitoring of investment plans in coordination with the client’s legal and tax advisors to develop wealth preservation strategies.

Motivated by her desire to counsel and help clients develop financial confidence, Nikki finds true meaning in her work by building strong relationships with her clients and strategic partners, many whom have become friends and confidants. As a former estate planning lawyer, Nikki has a particular aptitude in working with clients to develop comprehensive wealth transfer strategies, with specific attention to tax management and charitable giving.

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