Christina Lewis has a unique background in the world of wealth management. From her early days as a young girl managing her father’s stock portfolio to her current venture, Beatrice Advisors, she has seen it all. The tragic loss of her father, Reginald Lewis, at a young age left her with a fortune and a lot of questions. Over the years, she has worked with several institutional wealth managers and relationship managers, each bringing a different perspective to managing her wealth.
Lewis’s experience in forming her own family office and running foundations has led her to create Beatrice Advisors, a multifamily office aimed at the next generation of wealth-holders. She believes in inclusivity, diversity, and empowerment when it comes to managing family assets. With the wealth transfer expected to reach $84 trillion in the next 30 years, Lewis aims to change the traditional approach to managing wealth by focusing on education, accessibility, and a holistic view of a family’s assets and values.
Beatrice Advisors is taking a different approach to managing wealth by welcoming a more diverse group of wealth-holders in terms of race, ethnicity, and gender. The firm aims to empower its clients by giving them the tools and resources they need to make informed decisions about their wealth. With a tech-focused younger generation in mind, Beatrice has developed a high-tech dashboard that provides families with a unified view of their portfolio and assets.
Multifamily offices like Beatrice combine the personalized approach of a single-family office with the shared resources of an investment firm. They go beyond just managing investments to handle taxes, trusts, family governance, and legal issues. Ultra-wealthy families are increasingly turning to multifamily offices for generational wealth transitions due to their expertise in family dynamics and governance.
A Vision for the Future
Lewis’s vision for Beatrice Advisors is to create a new standard in wealth management that puts the client first. With a focus on tax efficiency and custom tax structures, the firm aims to provide tailored investment solutions for individuals with a net worth between $25 million and $300 million. By making wealth advice accessible to a more diverse and young population, Lewis hopes to help families like her own achieve financial success while staying true to their values and style.
Christina Lewis’s journey in the world of wealth management has been one of resilience, innovation, and empowerment. With Beatrice Advisors, she is reimagining the way wealth is managed for the next generation, leading the charge towards a more inclusive and accessible future for all wealth-holders.