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Life Planning Partners

AccessCircles creates intimate, peer-to-peer settings and hosts expertly led dialogues that investigate the key life planning issues we must all address. That includes stewarding wealth in the current environment as well as for future generations. We also offer experiences with world class partners who offer services and unique venues to expand our imaginations in our leisure time.

Ann Kaplan

Circle Wealth Management
Ann Kaplan is a partner of Circle Wealth Management (CWM) a registered advisory firm. She is also the chair and founder of Circle Financial Group, a wealth management membership group for women. Ms. Kaplan was previously a general partner of ...


Blank Rome LLP - Family Law
Marilyn is a formidable advocate for her clients, guiding them through some of the most challenging transitions in their lives. She concentrates her practice in matrimonial law, particularly high-net-worth divorce actions. Marilyn is a skillful negotiator whose numerous high-profile and ...

Maria L. Chrin

Managing Partner
Circle Wealth Management
Maria L. Chrin is the managing partner of Circle Wealth Management (CWM), an independent wealth advisory and investment management firm with offices in New York City and Summit, NJ. Prior to launching CWM in 2007, she co-founded Circle Financial Group, a ...

Caroline W. Hodkinson

Senior Vice President and Director of Philanthropic Advisory
Bessemer Trust
Ms. Hodkinson is Senior Vice President and Director of Philanthropic Advisory at Bessemer Trust. In this role, she leads a team that works with clients in the areas of planning, grantmaking, governance, and family engagement, to create meaningful philanthropic impact. ...


Blank Rome LLP - Family Law
Stacy is one of the country’s most well-known and respected family law practitioners, handling primarily high-net-worth and high-profile divorce cases. She has guided clients through critical transitions in their lives for more than 30 years with experience in every facet ...

Anna E. White

Principal and ESG Portfolio Manager
Bessemer Trust
Ms. White is Principal and ESG Portfolio Manager at Bessemer Trust. In this role, she helps to manage a sustainable investing strategy focused on ESG (environmental, social, and governance) factors. Prior to joining Bessemer, Anna was Director of Investment Communications ...

George Wilcox

Bessemer Trust
Mr. Wilcox is President of Bessemer Trust. In this role, he is responsible for the Client Advisory, Wealth Advisory, and Portfolio Strategy groups. He is a member of the firm’s Management Committee, Risk Management Committee, and is Chairman of ...

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