Vice President, Wealth Advisor
Northern Trust
One of Amy Takeuchi Wanlass’ biggest career accomplishments to date was being recognized as an emerging thought leader in the estate planning community by presenting at the Hawaii Tax Institute on post-mortem estate planning techniques. This prestigious conference is
While presenting at the Hawaii Tax Institute was a career highlight, Wanlass feels her most rewarding accomplishments are her day to day responsibilities in educating and advising high-net worth families on their personal, financial, and philanthropic legacies. She uses her first-hand experience as a former practicing trusts and estates attorney to provide sophisticated and practical advice to clients. Her experience in both the estate planning and financial services industries allows her assist clients in seamlessly bridging the gap between planning and implementation of various wealth planning strategies.
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