In this session you will learn about:
Ways people can prepare emotionally and financially from earning money Strategies the wealthy use to minimize their taxes What should clients look for in their “money person”? The differences between brokerage firms, RIA firms, family offices and the other people out there advising clients about investments How you can avoid Ponzi schemes and scammers About Lisa GrayLisa Grey is the founder of Gray Matter Strategies LLC.
LISA GRAY consults with domestic and international families and their advisors on the direct influence of generational perspectives, family dynamics, and governance on wealth management decisions.
Ms. Gray has 21 years' experience in the wealth management industry and is the founder and managing member of graymatter STRATEGIES LLC.
Based on her experience in working with clients of wealth combined with her research and consulting experience through graymatter, she developed the proprietary diagnostic Wealth Optimization Consulting™ model of service presented in her first book, The New Family Office: Innovative Strategies for Consulting to the Affluent published by Euromoney Books in 2004.
The concept more accurately guides families and their advisors on the journey toward optimality in their relationships as well as in wealth management.
