Ellen Hennessey<br />Wealth Planning & Tax Specialist
Ellen Hennessey
Wealth Planning & Tax Specialist

We understand that for wealthy clients and their families, there is more to wealth management than just investments.  That is why we offer a wide array of family office services that help our clients manage their complex lives.

Family Office: Managing Your Family’s Wealth

Our professionals provide specialized expertise to help your family simplify, coordinate, and conduct every aspect of its financial and business affairs.  We assist you through the day-to-day complexities as well as provide long-term strategic direction.

Trust Advisory Services

We provide trust administration, fiduciary services, asset management, and oversight and estate settlement. We seek to preserve and grow your family's wealth now and for future generations.  Learn more.

Financial Planning

We work with you to develop a comprehensive and sophisticated financial plan.  This is a critical step in developing a multi-generational investment strategy aimed at helping you accomplish your goals.  Learn more.

Charitable Giving

We suggest smart, tax-efficient ways to help you realize your charitable vision.  Learn more.

Estate and Tax Planning

In collaboration with you and your other trusted advisors, we develop and implement strategies aimed at optimizing the preservation and transfer of your wealth, as well as family governance and generational planning.  Learn more.

Baltimore, MD

100 International Drive
5th Floor
Baltimore, MD 21202
(844) 200-1919

Cincinnati, OH

600 Vine Street
Suite 2000
Cincinnati, OH 45202
(800) 654-5777

New York, NY

640 Fifth Avenue
9th Floor
New York, NY 10019
(866) 566-0425

Philadelphia, PA

Two Logan Square
Suite 1850
Philadelphia, PA 19103
(800) 806-2732

What We're Thinking

Fighting cancer with the immune system: Hope or hype?

The United States is spending more than $125 billion on cancer care each year, but our expensive modern medicine has plenty of room for improvement as only 66% of cancer patients live longer than five years, according to the National Institutes of Health (NIH). Investors are beginning to take notic »