Doug Hostetler

Doug Hostetler has worked with many families throughout the United States in the Family Wealth Counseling process.  Doug helps high net worth families think about their wealth from a new perspective – effectively integrating life planning with tax planning*.  He is able to merge the “soft” issues of life (family mission statements) with the complex hard issues of life (tax planning).  The result of this Family Wealth Counseling process is that families are profoundly impacted financially, socially, emotionally, and spiritually.  Doug has a passion for helping families find their voice, their meaning and their passion.

Doug is the founder and managing member of Hostetler & Church, LLC.  For 30 years, Doug’s firm has worked exclusively with family business owners and families helping them steward their wealth.  His guidance and wisdom have helped over 250 family business owners and families of wealth flourish through the growth of their human, intellectual and financial capital with a purpose; thereby avoiding the fate of the proverb “shirtsleeves to shirtsleeves” in three generations.  Doug’s counsel has helped families of wealth eliminate substantial federal estate taxation and contribute large dollars to various philanthropic endeavors including family foundations.  He is an innovator and has created the Family Wealth Optimization Modeling Process and the Four C2approach to wealth planning.

Doug is a graduate of The Pennsylvania State University.  He is an active member in the Baltimore Estate Planning Council, the International Association of Advisors for Philanthropy, the Financial Planning Association (FPA), the Society of Financial Service Professionals (SFSP), the Donor Motivation Program and AALU, one of the largest lobbying groups in Washington, DC that advises members of Congress on issues of tax and finance.  He is a past member of the International Speakers Platform Association, The Esperti Peterson Institute, and The Legacy Coaching Network.  He also served on non-profit boards for the Howard Community College Foundation, the Johns Hopkins Howard Hospital Foundation, the Columbia Foundation Professional Advisory Committee, the Chimes, Inc., the Hoss Foundation and many private Family Foundation boards.

 

 

 

 

 

*NFP Securities, Inc. does not provide tax or legal advice.  Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.