Whitnell’s Family Office Services
Robert Legan leads Whitnell’s Family Office Services practice, serving as a strategic advisor for families. Robert is passionate about helping families navigate the complexities that come with wealth and working closely with family members and advisors to develop integrated solutions.
With over 20 years of financial industry experience, Robert brings deep experience and an even keel demeanor to guide families strategic decisions. Robert honed his in-depth, consultative approach to helping clients through his MBA studies at the University of Chicago and his experience as a Management Consultant. He has developed a strategic and rigorous approach to working with families, from understanding and analyzing their complex issues to providing comprehensive solutions. Robert has served as a trusted advisor in managing family’s multi-generational wealth, successfully transitioning family businesses and structuring family investment vehicles.
Robert earned a Bachelor of Science in Accounting from the University of Illinois and an MBA with concentrations in Finance and Strategic Management from The University of Chicago Booth School of Business. Robert has attained industry designations, including CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Analyst® charterholder (CFA ®), Certified Public Accountant (CPA), and Certified Exit Planner (CEPA).