Welcoming New Advisory Board Member: Paige Goepfert

The UHNW Institute is pleased to welcome Managing Director, Private Client Services at Andersen, Paige Goepfert to our Advisory Board.
Paige brings extensive experience working with ultra-high-net-worth families, family offices and executives on tax planning and wealth transfer strategies. Her work in structuring multi-generational wealth planning, family office governance and charitable giving will be a key asset to the Institute as we continue to support advisors and families in these areas.

We look forward to Paige’s contributions to the Advisory Board and the broader UHNW community.

Learn more about Paige below.

 

Paige Goepfert

Managing Director (Partner), Private Client Services

Andersen

LinkedIn and Bio

 

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry