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MEMBER PROFILE

 

Seth Wheeler

Rockefeller Global Family Office & Capital Management

 

Member profile details

Membership level
Charlotte Individual
First name
Seth
Second name/initial
A
Last name
Wheeler
Suffix
CFP®, CEPA®
Title
CFP®, CEPA®, Planner & Private Advisor
Company
Rockefeller Global Family Office & Capital Management
XPX Chapter Email Lists
  • Charlotte News & Events
 

CONTACT INFORMATION

City
Charlotte
State
North Carolina
 

PROFILE INFORMATION

Call me when
an owner family begins thinking about selling their privately held business and needs advanced family office services, including family and business finances.
Why I/we support XPX
Maximize foundational knowledge from experts in the exit-planning field. Share best practices and pitfalls in the exit planning space with regard to personal and legacy wealth planning, estate planning, and succession to enable an optimal exit
Profession
  • Consultant
  • Insurance
  • Investor
  • M&A Intermediary
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Investor relations
  • Management succession
  • Philanthropy
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Sell side/Divestiture
  • Strategic planning
  • Tax
  • Trusts
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP®, CEPA®, Series 6,7,63, Life / Health Insurance, Long-Term Care, Malcom Baldrige National Examiner
Transition Planning Certification or Methodology
CEPA®
In Business Since
2020
How to contact
wheelers65@gmail.com
Twitter name
@wheelers65
Business Focus
High Net Worth Families, Business Owners, Family Enterprise, Entrepreneurs
Client Results
Rockefeller home office private client business advisory services, bill pay, tax services.
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