Webinar | Preparing for Wealth Transfer, Protecting Your Legacy

Lorilee Mills

Senior Family Dynamics Consultant
Advice and Planning/ Family Wealth and Culture Services
Wells Fargo Bank, N.A.

Lorilee Mills, a Senior Family Dynamics Consultant with over 25 years of experience, specializes in guiding families through wealth transitions and legacy planning. As part of Advice and Planning’s Family Wealth and Culture Services, she supports clients in developing effective communication, decision-making, and governance strategies to empower the next generation for responsible wealth stewardship. Lorilee’s background includes executive coaching, where she led transformational growth initiatives for senior leaders, and holds certifications in Family Business and Wealth Advising.

*The views expressed by Lorilee Mills do not necessarily reflect the opinion of Wells Fargo Advisors Financial Network.

Mark Schulten, CFP®

Managing Partner
TSG Wealth Management

Since 1984, TSG Wealth Management’s Managing Partner, Mark Schulten, has been assisting high net worth investors in reaching their financial goals. Mark has brought together a dynamic and successful team that is committed to providing an environment that fosters lifelong relationships and exceptional client service. Click here to learn more about Mark!

Steve Sommers, CAP

Strategic Philanthropy Consultant
Advice and Planning/ Family Wealth and Culture Services
Wells Fargo Bank, N.A.

Steve Sommers, a seasoned Strategic Philanthropy Consultant with over two decades of experience, specializes in guiding families through wealth transfer and legacy protection. As part of Advice and Planning’s Family Wealth and Culture Services team, he helps clients build cohesive, multi-generational strategies for wealth education, family governance, and impactful philanthropy. Previously, Steve served as a Senior Philanthropic Specialist at Wells Fargo Private Bank, where he supported clients in aligning their wealth and giving plans with long-term family values.

*The views expressed by Steve Sommers do not necessarily reflect the opinion of Wells Fargo Advisors Financial Network.

Allen Schreiber, MBA

Partner
TSG Wealth Management

Since 1997, Allen Schreiber has been committed to developing comprehensive customized solutions for high net-worth investors to help maximize their current and future wealth. He works closely with corporations, institutions, executives, and families throughout the country to help achieve the goals and objectives they wish to have. Click here to learn more about Allen!