Mandy H. Chardoul, CPA, CFP®, MST

Current Role

Mandy focuses on advising ultra-high-net-worth individuals, families, and family offices. With an extensive background in estate planning, wealth transfer, and business succession, Mandy offers tailored solutions that align with her clients’ unique goals. Leveraging her decades of expertise, she assists in creating innovative financial frameworks that protect and grow their wealth.

Service Areas

• Wealth transfer and business succession planning
• Comprehensive tax strategy
• Estate, gift, and trust consulting
• Family office leadership and structure
• Philanthropic giving and legacy preservation

Experience

Mandy brings over two decades of experience in the financial services industry, including leadership roles in family office services and wealth management. Most recently, she served as vice president of a family office, gaining hands-on insights into operational leadership across various sectors. Mandy has also been a continuously trusted partner to affluent families nationwide, specializing in tax compliance, wealth transfer strategy, and risk mitigation.

Mandy holds a Certified Public Accountant (CPA) license and received the CFP® certification from the Certified Financial Planner™ Board of Standards.

A Closer Look

• A passionate advocate for education and relationship-building, Mandy has been an active faculty member for programs like the Family Office Exchange (FOX) Family Advisor Training. Her thought leadership extends to presenting on topics such as family legacy, tax reform, and advanced estate planning strategies.
• Mandy is deeply involved in her community, serving on the board of Stepping Stones Montessori School and volunteering for various philanthropic initiatives.