Cheri Stein
Partner @Plante Moran
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WORK HISTORY
Partner @Plante Moran
EDUCATION
Taylor University
BA, Accounting
SKILLS
ABOUT CHERI STEIN
I am a Partner in our firm’s Wealth Management practice, specializing in trust administration, wealth strategies, investing consulting, and family office. I currently lead the trust administration practice for West Michigan and the philanthropic and foundation administration practice for our wealth management group.For over 25 years, I have been providing comprehensive, objective financial guidance and education to high-net worth individuals and families to assist them in meeting their long-term, philanthropic, and financial planning goals.My passion lies in helping clients achieve peace of mind by maintaining family harmony, ensuring their wishes are carried out, and sharing their legacy with future generations. My specialties include:• Holistic Wealth Management• Trust Administration • Estate Settlement• Philanthropic Planning• Income Tax Planning• Investment ConsultingFor more information on our wealth management practice, please contact me at c••••••••@plantemoran.com or 61••••••86.You can also visit our website at wealth.plantemoran.com.
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