Introducing Beatrice Advisors: Revolutionizing Wealth Management for the Next Generation
At Extreme Investor Network, we are excited to share the story of Christina Lewis, the founder of Beatrice Advisors, who is transforming the world of wealth management for the next generation. Lewis’ journey began at a young age when she had her first asset allocation meeting with her wealth manager at the tender age of 13. This pivotal moment marked the beginning of her mission to redefine how families manage their assets and empower the next generation of inheritors.
Christina Lewis is no stranger to the complexities of wealth management. As the daughter of Reginald Lewis, the trailblazing founder of TLC Beatrice International, she inherited a vast fortune at a young age following her father’s tragic passing. Over the years, Lewis worked with various wealth managers and relationship managers, gaining valuable experience that eventually led her to establish her own family office and run two foundations.
Now, with Beatrice Advisors, Lewis is on a mission to revolutionize the traditional approach to managing the fortunes of the wealthy and inheritors. With over $84 trillion expected to be transferred to younger generations in the next 30 years, Beatrice Advisors is at the forefront of managing the wealth of inheritors. The firm prioritizes education and accessibility, recognizing that many young inheritors may be new to managing wealth.
What sets Beatrice Advisors apart is its holistic approach to wealth management. The firm considers not just the financial assets of a family, but also their values, skills, and life paths. By welcoming a diverse group of wealth-holders in terms of race, ethnicity, and gender, Beatrice Advisors aims to create a more inclusive and empowering wealth management experience.
In today’s tech-driven world, Beatrice Advisors has invested in building a high-tech dashboard that gives families a real-time view of their portfolio and assets. This innovative approach allows clients to take control of their financial futures while receiving expert guidance from the Beatrice team.
Unlike traditional wealth management firms, multifamily offices like Beatrice combine the personalized approach of a single-family office with the shared resources of an investment firm. In addition to managing investments, multifamily offices also handle taxes, trusts, family governance, philanthropy, and legal issues, making them a one-stop solution for ultra-wealthy families.
At Extreme Investor Network, we are excited to follow Christina Lewis’ journey as she continues to challenge the status quo in wealth management and empower the next generation of inheritors. With a focus on diversity, inclusivity, and education, Beatrice Advisors is paving the way for a new era of wealth management that prioritizes the well-being and success of families across generations. Join us as we explore the future of wealth management with Beatrice Advisors.