Wally Head*

Relying on his background as an attorney and a CPA, Wally has advised families and family office executives throughout his career regarding strategies to effectively manage family wealth and transfer it to future generations. Wally currently advises a few families with family offices, and he serves as a founding board member and Interim Chairman, CEO and President of The UHNW Institute, a non-profit educational think tank organization established in 2019.

Wally has held leadership positions in national accounting and financial services firms, including serving most recently as vice chairman of Gresham Partners. Previously, he served as CEO of wealth management and a member of The Private Bank and Trust Company’s board of directors, after being co-owner, president and chief operating officer of Family Office Exchange. Wally has authored many articles and been a frequent speaker, panelist, or moderator on a full range of wealth management topics

Wally grew up on a family farm in Missouri, which he and his son own and operate as fourth and fifth generation family members. Wally received J.D. and M.B.A. degrees from the University of Missouri, and a B.A. degree from Westminster College in Missouri. He is an Emeritus Trustee and former chair of Westminster College’s Board of Trustees and an Alumni Trustee and former vice chair of the John G. Shedd Aquarium’s Board of Trustees.