Phelps Wood grew up in a family business and has worked with family-owned and founder-led businesses throughout his professional life. He works hand in hand with enterprising families to navigate transitions and perpetuate successful businesses and family relationships.
Phelps helps clients identify common values, establish realistic goals, and work together to foster and strengthen their legacy. Working with families, Phelps draws from his experience running a family-owned natural resource firm and leading his family’s business. His background allows him to empathize with the difficult conversations and emotions that face families and the complexity of balancing business needs with family relationships.
Phelps holds an MBA from the Kellogg School of Management and earned both an MA and a BA, cum laude, from Middlebury College in Vermont. He is fluent in French and has a working knowledge of Spanish and German.
Phelps is originally from Southern California and currently resides in the SF Bay Area. He is an avid trail runner, skier and taste-tester of baked goods for his wife and two daughters.