Edgar Wyngaarde

Senior Planning Manager, CCO

• Manages the development of each client’s Family Desk Reference^®, a single book that houses all relevant data, projections, and planning summaries for the family and its key advisors.
• Builds detailed and effective custom financial models to assist clients’ strategic decision-making.
• Has extensive experience managing the financial operations of both public and privately held corporations.
• Managed the investment portfolio and implemented interest rate risk policies for large privately held bank.
• Understands the day-to-day financial and management challenges facing large, private, illiquid family businesses.
• Earned his Bachelor of Science and Master of Business Administration Degrees.