In her new role with Legacy Trust, Chardoul will have primary management responsibilities for the Family Office Service platform, which currently provides services to the firm’s anchor family office client. Specifically, she will provide thought leadership in estate and income tax planning strategies for current and new family office clients, including:
· Income tax compliance
· Personal cash flow planning
· Management of outside business interests, including private equity holdings and real estate
· Charitable giving strategies
· Risk management and insurance
· Family education
She will work closely with Mike Julien, formerly the vice president for investments of taxes at Meijer, Inc. who joined Legacy in 2012 to lead the Family Office Services division.
“I could not imagine a candidate more ideally suited for this new role than Mandy,” said William Walker, president and CEO of Legacy Trust. “She brings nearly 20 years of management, marketing and sales experience to Legacy Trust with a strong focus on implementing wealth transfer strategies for high net worth clients.
“Extremely energetic, creative and driven, Mandy brings passion and skill to her new role with Legacy. Her addition gives Legacy the bench strength we need to secure additional families as we leverage our platform to become a multi-client Family Office Services operation.”
Prior to joining Legacy Trust, Chardoul spent nine years at Plante Moran, PLLC, one of the nation’s largest accounting and business advisory firms with more than $9 billion in assets under management through Plante Moran Wealth Management. While a senior tax manager of the estate planning practice, Chardoul managed estate plans for high net worth clients, with an emphasis on tax planning, charitable giving, trust development and management, transfer of assets and related issues.
Entrepreneurial in spirit, Chardoul also has worked with several software and Internet-based companies, including Amazon.com, Singingfish and Onyx Software, all based in or near the Seattle, Wash. area.
A certified public accountant, Chardoul also holds her certified financial planner, or CFP® designation. She holds a bachelor of arts from Colorado College in Colorado Springs, where she majored in world political economy, and a master of science in taxation from Grand Valley State University.
Active professionally, Chardoul speaks and writes regularly on estate and tax planning issues. She serves as vice president for the West Michigan Estate Planning Council and on the professional advisory committee of the Grand Rapids Community Foundation.
A native of Chicago, Chardoul now resides in Rockford with her husband, Christian, and their daughter, Caroline.
About Legacy Trust
Legacy Trust is an independent, locally owned, Michigan-chartered bank that specializes in providing investment and wealth-management services to individuals, families, foundations and non-profits in West Michigan. Legacy Trust delivers highly customized financial and investment solutions tailored to meet the unique situation of each client. For more information, visit us at www.legacygr.com.