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.
WLA blog post
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.
Last year I was interviewed by matrimonial attorney Michael Fried on his weekly webshow, “5 Minutes with Fried.” He recently announced his top 20 most watched episodes to date, and mine ranked #8 of all time!
Watch the fun and short interview HERE, especially the last question!
I was interviewed in the 2023 Acclaim magazine, which recognizes leaders across the global wealth management industry.
Read it HERE.
On July 1, 2023, we celebrated a major milestone – 10 years since Wealth Legacy Advisors was founded!
I couldn’t be more proud of, and more grateful for, the trust and confidence that my clients have placed in me these 10 years, and I look forward to continuing to serve you for many more years to come.
What keeps you up at night? Ten years ago I had a big idea – that what keeps families of wealth up at night is not their investments, taxes or estate plans, but rather raising their families in an atmosphere of wealth to become competent and confident stewards of their wealth.
Read more HERE, as published on June 2, 2023 in Inspiration and Insights online magazine.