Please read this short piece discussing the right age to start teaching the next gen about wealth, as published in Inspiration and Insights online magazine on February 7, 2024, also a brief video clip.
WLA blog post
Wealth Legacy Advisors LLC, nationally recognized thought-partner to UHNW families and their trusted advisors, today announced that it has been designated a finalist in 4 separate categories at The 11th Annual Family Wealth Report Awards.
We are honored to have been included in the list of finalists in these categories:
-FAMILY WEALTH COUNSELLING
-LEADING INDIVIDUAL
-OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)
-WOMEN IN WEALTH FAMILY OFFICE (INDIVIDUAL)
Winners will be announced at a gala on May 2, 2024. The Family Wealth Report Awards recognize expert services for private family wealth firms. The awards reward achievement and showcase best-in-class providers. Read the Press Release HERE.
Click to read this short piece discussing Helping The Next Gen Find Their Own Identity, as published in Impact! online magazine on January 10, 2024, also a brief video clip.
Please read this short piece discussing the wrong picture in wealth management meetings, as published in Point of View online magazine on December 5, 2023, also a brief video clip.
Read this short piece on “Why is a Family Foundation Like a Holiday Puppy?“, as published in Talking Trends online magazine on November 6, 2023, also a short video clip.
Click to read this short thought piece on how the use of Technology in Family Offices was a game-changer during the pandemic lockdown, and highlighting some cyber risks for families, as published in Inspiration and Insights online magazine on October 3, 2023. You can also watch this brief video clip.
I had a fun and thoughtful conversation with Kurt Thoennessen on his Private Client Risk & Resilience Podcast.
Listen to it HERE.
Click to read this short piece discussing involving the next gen in family governance, as published in Impact! online magazine on September 5, 2023, also a brief video clip.
I am surprised and delighted to have been shortlisted for the Entrepreneurial Woman of the Year category of the Citywealth Powerwomen Awards (USA) 2024, which champions women in the wealth sector. Thank you so much to whomever nominated me, and congratulations to all the amazing professionals who were nominated this year! Please vote for me here:
https://www.citywealthmag.com/powerwomen-awards-usa-voting/
Voting closes December 1, 2023, and winners will be announced on March 13, 2024.
Read this short piece on “What is Family Governance?“, as published in Point of View online magazine on August 2, 2023, also a short video clip.
