# Whitwell247

- **Website:** <https://whitwellfamilyoffice.com>
- **Primary alias:** `whitwellfamilyoffice.com`

## Description

Whitwell Advisors is a modern, SEC-registered, fee-only fiduciary wealth management firm serving founders, business owners, executives, and families across the United States. It combines the personalized coordination of a family office with a geographically independent, technology-enabled approach, supporting clients through changing careers, businesses, and family circumstances. The firm’s services include tailored investment management focused on growth, downside protection, and tax efficiency; proactive tax planning across income, capital gains, and estate taxes; and insurance, estate planning, and risk management strategies. It also helps clients build financial plans and tax-efficient cash flow strategies that connect wealth with personal priorities, family, and long-term impact. Whitwell Advisors commonly works with households holding $5 million to $100 million in investable assets, while its standard minimum is $2 million and it considers deliberate exceptions. Its clients include entrepreneurs scaling or preparing to sell a business, senior executives managing equity compensation and concentrated stock, and women navigating major life changes.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [instagram](https://instagram.com/stefanwhitwell)
- [linkedin](https://linkedin.com/company/whitwell-advisors)
- [twitter](https://twitter.com/Whitwell247)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idjl7x48uF/w/574/h/100/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790345593408)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idjl7x48uF/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790345593601)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Black Pearl | #081529 | dark |
| White | #ffffff | light |

## Fonts

- var(--font-sans) — asset _(custom)_
- var(--font-sans) — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idjl7x48uF/w/1500/h/500/idaBJY9-bA.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790345593265)

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_Source: <https://brandfetch.com/whitwellfamilyoffice.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._