Wistar Morris

Client Strategist at Signature Family Wealth Advisors

Wistar Morris

Wistar Morris

Client Strategist at Signature Family Wealth Advisors

Biography

Wistar Morris is a Client Strategist. Wistar advises families on asset allocation, portfolio construction, family and business succession, estate planning, and philanthropic strategies. He serves clients across the country, including Virginia, Illinois, South Carolina, California, Wyoming, and New Mexico.

Wistar came to Signature from the Miller Center, a nonpartisan institute at the University of Virginia dedicated to the study of the American presidency. He began his tenure as Executive Director and General Counsel of the Miller Center Foundation and later served as program director of the National Commission on Federal Election Reform, co-chaired by Presidents Jimmy Carter and Gerald Ford. Subsequently, he became the Miller Center’s associate director, which included overseeing $45 million of endowment assets.

After graduating from law school, Wistar began his career at the Washington, D.C. office of Fulbright & Jaworski, and left to co-found Vega Group Limited, an international consulting firm that helped companies develop and implement successful export strategies.

Wistar is a community leader and frequently volunteers as an informal advisor to non-profit organizations. He currently serves as a Director of the H. Gordon and Mary Smyth Foundation in Charlottesville, as a Director of the Boys and Girls Club of Central Virginia and a Director of Charlottesville Tomorrow. Previously, he volunteered as a Trustee and member of the investment committee of North Cross School in Roanoke, Virginia.

Wistar is a graduate, magna cum laude, of Middlebury College and the University of Virginia School of Law.

Wistar and his wife, a professor at the University of Virginia School of Law, have two children. In his spare time, he enjoys skiing, hiking, tennis, and travel with his family.

Overview
RelSci Relationships

96

Number of Boards

1

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Relationships
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Headmaster at North Cross School

Relationship likelihood: Strong

Headmaster at North Cross School

Relationship likelihood: Strong

Secretary & Trustee at North Cross School

Relationship likelihood: Strong

Vice Chair at North Cross School

Relationship likelihood: Strong

President & Chief Executive Officer at Signature Family Wealth Advisors

Relationship likelihood: Strong

Founder, Chief Financial Officer at Signature Family Wealth Advisors

Relationship likelihood: Strong

Chairman & Chief Executive Officer at Grand Piano & Furniture Co.

Relationship likelihood: Strong

Former Chairman-Blacksburg Region at Virginia Business Council, Inc.

Relationship likelihood: Strong

Treasurer & Trustee at North Cross School

Relationship likelihood: Strong

Attorney at LichtensteinFishwick Plc

Relationship likelihood: Strong

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Wistar Morris
Client Strategist at Signature Family Wealth Advisors
Career History
Client Strategist
Current

Signature is an independent family office that addresses every facet of your financial life in an integrated, personalized way. When we started Signature in 1994, we knew there was something missing from the way that affluent individuals and families could manage their wealth. Investments, income taxes, philanthropy, and estate planning were all silos. It was up to clients to work with an army of brokers, attorneys, and accountants, and figure out how all the pieces should come together. Signature takes the complexity out of wealth management Today, with offices in Norfolk, Charlottesville, Richmond, and Chicago, Signature is a firm of investment, tax, and planning professionals focused on one goal: Reducing the complexity of managing wealth by offering integrated, comprehensive solutions that address every facet of our clients’ financial lives. The right size for you Signature has more than $2.5 billion in assets under management, and our average client’s investable assets are in excess of $20 million. We offer the intellectual and financial scale of a much larger firm, coupled with the luxury of having the time, energy, and mandate to think very deeply about our clients’ needs. Serving clients is our only agenda Since day one, Signature has been a transparent, fee-only firm; the only compensation we receive is from our clients. Because we are not paid commissions on any product or service we provide, our advice is free of bias and is focused solely on your best interests. The only item on Signature’s agenda is serving you. The right relationship lasts forever Signature’s expertise, creativity, and dedication to our clients have translated into long-standing relationships, many of which span generations. We have long-standing relationships with our employees, too; most of them make a career out of working at Signature.

Boards & Committees
Trustee
Tenure Unconfirmed

North Cross School operates as an independent, coeducational, college-preparatory day school. The company was founded in 1944 and is headquartered in Roanoke, VA.

Non-Profit Donations & Grants

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N/A
2009

Founded by Thomas Jefferson in 1819, the University of Virginia School of Law is a world-renowned training ground for distinguished lawyers and public servants. Consistently ranked among the top law schools in the nation, Virginia has educated generations of lawyers, instilling in them a commitment to leadership, integrity and community service. Virginia is justly famous for its collegial environment that bonds students and faculty, and student satisfaction is consistently cited as among the highest in American law schools. At Virginia, law students share their experiences in a cooperative spirit, both in and out of the classroom, and build a network that lasts well beyond their three years here. With more than 20,000 students and a faculty of more than 2,100, the University of Virginia has been ranked first or second among the nation's public universities since 1984. The University's diverse intellectual life is open to law students: Up to 12 credits from other departments may be counted toward the J.D. degree.

$500 - $999
2009

Blue Ridge Area Food Bank, Inc. provides food distribution and outreach programs. It secures food from local and national sources, makes sure it is safe, and then distributes the food to hundreds of partner agencies throughout the communities. The company was founded in 1981 and is headquartered in Verona, VA.

N/A
2008

Founded by Thomas Jefferson in 1819, the University of Virginia School of Law is a world-renowned training ground for distinguished lawyers and public servants. Consistently ranked among the top law schools in the nation, Virginia has educated generations of lawyers, instilling in them a commitment to leadership, integrity and community service. Virginia is justly famous for its collegial environment that bonds students and faculty, and student satisfaction is consistently cited as among the highest in American law schools. At Virginia, law students share their experiences in a cooperative spirit, both in and out of the classroom, and build a network that lasts well beyond their three years here. With more than 20,000 students and a faculty of more than 2,100, the University of Virginia has been ranked first or second among the nation's public universities since 1984. The University's diverse intellectual life is open to law students: Up to 12 credits from other departments may be counted toward the J.D. degree.

Other Affiliations

Wistar Morris is affiliated with Signature Family Wealth Advisors, North Cross School

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