After graduating from Yale University and the University of Connecticut School of Law, Peter practiced law in New York City and Connecticut for 12 years. His law practice led him into the wealth management field, where he represented trust companies and other financial institutions. He then served as Co-Founder and President of Sachem Trust, located in Greenwich, CT and later as President of State Street Bank and Trust Company of CT. For the last 14 years, he served as Senior Wealth Director at BNY Mellon in New York City.
Peter’s passion is working directly with individuals and families to reach their personal and financial goals. He offers his clients deep experience in all facets of wealth management: financial and estate planning, investments and insurance, family dynamics and wealth transfer. Peter founded IWM Advisors to provide individuals and families with an completely independent advice based on strategy and solutions and not the sale of products.
President and Chief Learning of Officer Family Legacy Council, LLC
Tom is a much sought after speaker for wealthy individuals, family offices and entrepreneurs. His past engagements include The Young Presidents Organization and their advisors, The World Presidents Organization, Harvard University Business School, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations. Tom is a CPA and worked for several of the top accounting firms. He then continued to wealth management,
where he previously worked for StateStreet, BNY Mellon, and Wilmington Trust.
Marvin, an attorney and CPA, founded The Blum Firm, P.C. over 38 years ago. The firm has law offices in Fort Worth, Dallas, Austin, and Houston and specializes in the areas of estate planning and probate, asset protection, planning for closely-held businesses, tax planning, tax controversy, and charitable planning. The company has grown to be the largest group of estate planning attorneys in the State of Texas.
Marvin is known for creating customized, cutting-edge estate plans, now serving hundreds of high-net-worth families, several with a net worth exceeding $1 billion. He was chosen as one of the “Nation’s Top 100 Attorneys” by New York’s Worth magazine and was also named one of the Top 100 Super Lawyers in Texas by Thomson Reuters. Marvin is Board Certified in Estate Planning and Probate Law and is a Fellow of the American College of Trust and Estate Counsel. He twice had the honor of asking questions to Warren Buffett at Berkshire-Hathaway Annual Meetings, attracting international media attention. Marvin is a highly sought-after speaker, has been quoted by The Wall Street Journal and The New York Times for his expertise on the estate tax and income tax, and also serves on the Editorial Advisory Committee for Trusts & Estates magazine.