Thomas Mcconnell

I advise successful families, entrepreneurs and business owners on the complex challenges that come with managing their wealth.

My work focuses on helping clients integrate investment management, advanced estate and tax strategies, and multi-generational planning so that their wealth is not only preserved, but aligned with their values and vision. I believe wealth should create clarity, not complexity. By working in close collaboration with your attorneys, CPAs and other trusted advisors, I provide strategies that address succession, philanthropy, liquidity events, and cross-generational governance. My goal is to simplify decision-making while creating a framework that sustains both family enterprise and family harmony. Trust, discretion, and empathy are at the center of my practice. I view every relationship as a partnership-- one where strategy and stewardship meet to help families flourish for decades to come. Beyond my professional life, I find perspective in the outdoors - hiking, cycling and backpacking with my wife, Talia. I'm also an avid collector of vinyl records, and enjoy exploring music through a high-fidelity home system.