Beatrice delivers high-quality financial services and exceptional value to a new generation of wealthy families and individuals
From one family to another, we understand how wealth can lead to both opportunities and challenges. Beatrice, a team of professionals committed to addressing the goals and needs of the families it supports, was born from our own experience, and is designed to help you navigate your financial life on your own terms.
Started in 2022 by philanthropist Christina Lewis, Beatrice Advisors is an independent, woman and minority-owned multi-family investment firm that provides high-quality services to individuals and families who consider themselves unadvised or under-advised.
Our HistoryOur Services
Your independent, trusted advisor, helping you navigate important topics such as estate planning, risk management, insurance planning, family planning and education, speciality strategies for business owners, philanthropy, and more.
As investors, we support our families in establishing the asset allocation and investment portfolio that is most appropriate for them and their goals and values. Our process is designed to protect and grow wealth over time, and is sensitive to the specific investment needs of each family.
“Our family office provides access to the same team, resources, and network I use to manage my own money - and my vision for Beatrice is to share that with others.”
Founder and Client
Jan 16, 2025
Modus
Mervin Burton, formerly of Carnegie Corporation, and Peter Lupoff, who worked at Third Avenue Management and Millennium, recently joined the new multifamily office.
Jan 16, 2025
Beatrice Advisors ("Beatrice"), an independent, woman- and minority-owned multi-family office, today announced the appointment of two senior partners, Peter Lupoff and Mervin (“Merv”) Burton, as it expands its investment team and portfolio of high-quality services.
Oct 17, 2024
Crain Currency
Christina Lewis, an accomplished philanthropist and entrepreneur, has taken a bold step in wealth management with the launch of Beatrice Advisors, a new multi-family office.
Sep 18, 2024
Forbes
Jul 23, 2024
With Intelligence
Multi-family office Beatrice Advisors is evaluating opportunities in US lower mid-market private equity, as well as venture capital.
