Christina Lewis, the daughter of Reginald Lewis, founder of TLC Beatrice International, had a turbulent experience with wealth management at a very young age. After inheriting a large fortune following the sudden passing of her father, she navigated through six different institutional wealth managers and 12 relationship managers over the span of 30 years. This rollercoaster journey led her to establish her own family office and ultimately launch Beatrice Advisors, a multifamily office with a unique mission and approach towards wealth management.

Beatrice Advisors aims to disrupt the traditional model of managing wealth by focusing on inclusivity, diversity, and empowerment. Recognizing the impending intergenerational wealth transfer of over $84 trillion in the next three decades, the company is designed to cater to the needs of inheritors, particularly the younger generations who may lack experience in managing considerable assets. By prioritizing education and accessibility, Beatrice Advisors seeks to empower families to take control of their wealth while embracing a holistic approach that considers not only financial assets but also values, skills, and individual life paths.

With a vision to create a more diverse and tech-savvy client base, Beatrice Advisors offers a high-tech dashboard that provides real-time insights into a family’s portfolio and assets. This proactive approach empowers clients to make informed decisions while taking the wheel in steering their financial future. Unlike traditional wealth management firms, multifamily offices like Beatrice combine the personal touch of single-family offices with the shared resources of larger financial institutions, offering a comprehensive range of services beyond just investment management.

Christina Lewis’s personal journey into investing began at the age of 7 when she assisted her father in managing his stock portfolio. Her firsthand experience with the stock market laid the foundation for her future endeavors in the financial industry. Despite facing challenges with constantly changing wealth managers and firms, Lewis decided to establish her family office, BFO21, before launching Beatrice Advisors. The firm’s core team members share her vision of providing tailored solutions that prioritize tax efficiency and individual client needs.

In addition to her wealth management ventures, Christina Lewis is actively involved in philanthropy through organizations like All Star Code and Giving Gap. By focusing on empowering young people of color with essential tech skills and supporting black-founded nonprofits, she extends her mission of inclusivity and empowerment beyond the realm of wealth management. As the vice chair of the Reginald F. Lewis Foundation, Lewis is committed to creating a positive impact on society through strategic philanthropic initiatives.

Christina Lewis’s journey from inheritor to wealth management innovator showcases the transformative power of personal experience and perseverance. Through Beatrice Advisors, she is reshaping the landscape of wealth management to be more inclusive, diverse, and empowering. By prioritizing education, accessibility, and personalized services, Lewis aims to empower families to navigate the complexities of wealth management with confidence and autonomy. As the intergenerational transfer of wealth accelerates, Beatrice Advisors stands at the forefront of revolutionizing the industry with its forward-thinking approach and commitment to client-centric values.

Wealth

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