Henry Whiffen

Henry Whiffen, Chairman of The Estate Advisory Group is a Wealth Preservation Strategist with over forty years of experience. A nationally recognized leader in his field, his specialty is assisting clients and their advisors in planning larger estates. He utilizes all IRS approved techniques and financial modeling software to legally reduce or eliminate various taxes, especially the estate tax. In addition to benefitting the family, many of these saved taxes are re-directed to charity. As a result of his planning, Mr. Whiffen's clients have donated or have made plans to donate over $3.5 Billion to the charities of their choice. His planning also focuses on transitioning businesses, perpetuating family values and assisting heirs in becoming closer together and more responsible.

Education/Credentials

Mr. Whiffen has a degree in Business and Accounting, a Masters in Financial Services (MSFS) and has completed other post graduate studies in Tax, Estate Planning, Business Finance and Economics. his professional credentials also include Certified Financial Planner (CFP) Chartered Financial Consultant  (ChFC) Accredited Estate Planner ( AEP) and Chartered Advisor in Philanthropy (CAP) designations.