Wally Head

Founder and Principal, Personal Fiduciary Advisors

Relying on his background as an attorney and a CPA, Wally has helped families and family offices executives throughout his career develop, communicate, and implement strategies to effectively manage family wealth and transfer it to future generations. He currently advises a few families with family offices and serves as a founding board member of The UHNW Institute, a non-profit think tank and learning exchange.

Wally has held leadership positions in national accounting and financial services firms, including serving most recently as vice chairman of Gresham Partners, a firm providing investment and other wealth management services to over 100 wealthy families. Previously, he served as chief executive officer 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. He currently is leading an initiative of The UHNW Institute to codify industry standards for identifying and delivering integrated family wealth management services.

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 a Trustee and former chair of Westminster College’s Board of Trustees and a Trustee and former vice chair of the John G. Shedd Aquarium’s Board of Trustees.