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Wakszol, Isaac
Chief Executive Officer
Activest Wealth Management
UHNW Wealth Management/Family Offices
Luminaries 2026 Impact Statement
Isaac Wakszol is nominated for CEO of the Year for transforming Activest Wealth Management into one of the industry's most distinctive and fast-growing advisory firms serving ultra-high-net-worth families. Founder and CEO Wakszol has expanded Activest beyond traditional wealth management by building a comprehensive family office platform that integrates sophisticated investment management, governance, estate planning, tax strategy, insurance consulting, and multigenerational legacy planning. Under his leadership, the firm combines institutional-quality investment access with a values-driven approach focused on stewardship, purpose, and long-term family success. Over the past 18 months, Wakszol led a period of significant strategic growth, including the launch of a formal family governance program developed in partnership with renowned scholar Dennis Jaffe. He also expanded the firm's alternative investment platform, strengthened operational infrastructure, and invested heavily in advisor development and client service capabilities.
