Advanced Planning Partners
A Virtual Multi-family Office
Meet The Professionals Who Help You Reach Your Goals
Helping High Net Worth and High Income families accomplish their financial, philanthropic and legacy objectives. We are committed to providing our clients with tools to:
- Develop Solutions and strategies to grow and preserve their wealth.
- Extend their assets through generations.
- Accomplish their charitable and other legacy objectives.
Advance Planning Design Team
Kevin Beauchamp
Vice President, Director of Strategic Partnerships
Marc Schechter
Chief Executive Officer
Jake Elias, CFP®, MBA
Senior Wealth Associate
Jordan Smith, JD, LLM
Vice President, Advanced Design
Andrew Dean, CAIA
Director of Client Insurance Services