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Search resuls for: "Seven Bridges Advisors"


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Christina Lewis, founder of Beatrice Advisors, at her home office with a portrait of her father, Reginald Lewis. Her experience and success in forming her own family office and running two foundations has led her to her new venture: a multifamily office aimed at the next generation, targeting people like herself. Lewis’ company, called Beatrice Advisors, aims to change the traditional business of managing the fortunes of the wealthy and inheritors. Beatrice Advisors aims to make education and accessibility paramount since many young inheritors will be new to managing wealth, Lewis said. A growing number of ultra-wealthy families are turning to multifamily offices for generational wealth transitions, given their expertise in family wealth dynamics and governance.
Persons: Christina Lewis, Beatrice, Reginald Lewis, , that’s, Lewis, Christina, , ” Lewis, ” Christina Lewis, Robert Frank, inheritors, Lewis ’, ” “, Meredith Bowen, ” Bowen, Bowen, Reginald F Organizations: Beatrice Advisors, International, Advisors, Cerulli Associates, Disney, Seven Bridges Advisors, Lewis Foundation Locations: American
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