What we do
Haverford, Pennsylvania · est. 1987
Wealth rarely fails in the markets. It fails in the second generation, over paperwork nobody read.
The trust nobody explained, the property nobody wanted, the sibling nobody asked — these do more damage than any drawdown. We put every asset, entity and beneficiary on one ledger, and we make the family read it together once a year.
Thirty-eight years in, we are on the third generation of several of our families. Longevity is the only credential that matters in this work, and it cannot be bought.
“The drawdown is rarely the problem. The silence between siblings is.”
The whole picture
Trusts, operating companies, property and heirs. Partial views hide the risk.
A family that will meet
Once a year, in one room, including the generation that has not inherited yet.
A flat fee per household
Not a percentage. Our work does not get harder because markets went up.
One family, on one ledger
An actual client, with the names removed. Fifty-seven entries, reconciled monthly, read aloud once a year with everyone in the room.
- 6
- Trusts
- 2
- Operating companies
- 9
- Property
- 23
- Investment accounts
- 17
- Beneficiaries
Two irrevocable, one generation-skipping, three testamentary
One held for sale, one held for the third generation
Four states, two of them jointly held with cousins
Across four custodians, reported as one
Eleven adults, six minors, all of them named
People
Twenty-five people, grouped by what they are responsible for.
Leadership 5
Deborah Winslow
Managing Principal
Jack Radcliffe
Managing Principal
Kenneth Yardley
Senior Wealth Adviser
Laura Vandermeer
Senior Wealth Adviser
Lisa Huntington
Senior Wealth Adviser
Advice 10
Margaret Rothwell
Wealth Adviser
Michelle Quincy
Wealth Adviser
Paul Everhart
Wealth Adviser
Paul Huntington
Wealth Adviser
Paul Wexford
Portfolio Manager
Richard Ellsworth
Portfolio Manager
Samantha Pemberton
Portfolio Manager
Sharon Ives
Financial Planner
Curtis Osgood
Financial Planner
Rosalind Alden
Financial Planner
Platform and operations 10
Bernard Harkness
Head of Client Service
Josephine Sheffield
Head of Tax
Norman Comstock
Head of Estate Planning
Harriet Norcross
Chief Investment Officer
Warren Whitcomb
Chief Compliance Officer
Lydia Halloway
Director of Research
Edmund Sedgwick
Director of Operations
Cecilia Chadwick
Client Associate
Hugh Merriweather
Client Associate
Frances Wadsworth
Trading Operations
Open role
We are hiring an estate planner, in Haverford.
Ten years in trusts and estates, and the temperament to sit with a family that disagrees.