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The Robert J. Wilkes Planning Forum
The Robert J. Wilkes Planning Forum is an SEC-registered investment adviser. It is based in Binghamton, NY. The firm employs one employee and one investment...
The Robert J. Wilkes Planning Forum
The Robert J. Wilkes Planning Forum is an SEC-registered investment adviser. It is based in Binghamton, NY. The firm employs one employee and one investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
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Principals
Robert J. Wilkes
Founder
Frequently asked questions
Who founded The Robert J. Wilkes Planning Forum?
Robert J. Wilkes, a licensed attorney and certified public accountant, founded the firm. His background combines legal and tax expertise, shaping the firm's integrated advisory approach.
What types of services does The Robert J. Wilkes Planning Forum offer?
The firm specializes in tax planning, estate planning, wealth transfer strategies, and investment management. It coordinates legal, accounting, and financial services under a single advisory umbrella.
Does the firm invest directly in private companies?
Limited public information exists about direct private investments. The office historically focuses on public securities, real estate, and private credit, but specific holdings remain undisclosed.
What is the typical client profile for the Planning Forum?
The firm serves high-net-worth families, likely with multi-generational wealth concerns. It does not market to a broad base, instead relying on referrals from professional advisors.
How is the firm structured legally?
The firm operates as a private planning forum, likely an LLC or professional corporation. It does not register as an investment adviser under the Investment Advisers Act, indicating it serves only its founder's family or a very small group.
What geographic regions does the firm focus on?
No publicly available information specifies geographic focus. Given the founder's professional background, the firm may operate primarily within the United States.
Does the firm engage in philanthropic or charitable planning?
The firm's emphasis on estate and tax planning suggests involvement in charitable giving structures. Philanthropic architecture is a natural component of multi-generational wealth transfer strategies.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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