Presenters

Mandy Chardoul
Partner, Plante Moran

As a Tax Partner and a leader within Plante Moran’s Family Office Services Group, Mandy works closely with her clients to help them with their comprehensive planning needs.  Working with clients nationwide, Mandy is sought out by affluent families, family offices, and other professional advisors for her in-depth knowledge of estate, gift, and trust taxation.

Her technical strength comes from years of experience helping clients with strategy and execution as well as overseeing the filing of hundreds of large and complex 709 and 706 Gift Tax Returns. At a firm level, she serves on the front line of our National Tax Office studying emerging issues and providing guidance to tax leadership.

Mandy is an active member of the Family Office Exchange and has given presentations on tax law changes to several law firms and professional associations throughout the country.  
 

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Director, Regional Wealth Strategist, FORVIS

Troy provides wealth transfer consulting and planning services to individuals and families, focusing on helping FORVIS clients build and preserve their family’s legacy through an integrated suite of services designed to address multigenerational objectives, philanthropic endeavors, and business succession planning. He has more than 25 years of experience providing forward‐looking advice to help FORVIS clients grow, preserve, and transfer assets in a tax efficient manner while fulfilling their personal family and financial goals. He also chairs the FORVIS Private Client subcommittee that focuses on Family Office services.

He is a member of Indiana CPA Society, Indiana State Bar Association, and Indianapolis Bar Association. He is also a Board Certified Indiana Trust & Estate Lawyer as certified by the Trust & Estate Specialty Board, of which he is currently a member. He also holds a designation as a Certified Private Wealth Advisor® (CPWA®) through the Investments & Wealth Institute. Community contributions include serving as a board member of the Indiana Repertory Theatre, for which he serves on the development, inclusion, diversity, equality, and acceptance committees. He is also past president of the board of the Damien Center, and currently serves as a board member and its development committee chair. Other community contributions include past board memberships at The Kinsey Institute and the alumni board of Maurer School of Law at Indiana University.

FOX Moderator

Scott Winget
Enterprise Market Leader

Scott Winget is the Enterprise Market Leader at Family Office Exchange (FOX). In his role, Scott serves as Co-Chair for Enterprise Councils and Executive Councils, where members can share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also serves as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members.

Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brings significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years.

Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.