A Modern Multi-Family Office Helping People Steward Capital

Founded by investor, philanthropist, and entrepreneur Christina Lewis, Beatrice Advisors was built on the belief that holistic financial advice helps people live lives of purpose and supports fiduciaries in making better decisions. As a woman- and minority-owned multi-family office, we help families and foundations steward capital through comprehensive, high-quality financial services delivered with clarity and care.

Our investment management and wealth advisory services are built to simplify financial complexity and bring clarity to every part of your financial life. We deliver tailored, tax-aware strategies to preserve and grow your wealth with precision and purpose. To keep everything aligned, we quarterback your attorneys, accountants, and specialists through a coordinated, white-glove approach that anticipates your needs.

Our professionals bring over 100 years of combined investment advisory experience, drawn from top-tier global firms. Each team member brings cultural fluency, intentional perspective, and a shared commitment to serving clients with nuance and care.

At Beatrice, we’re proud to be an equal opportunity employer and believe that different backgrounds and lived experiences strengthen our ability to guide clients with empathy, insight, and purpose.