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Beatrice Advisors is a modern, independent, and trust-driven wealth management firm, ready to guide your life’s most important financial decisions and outcomes
Started in 2022 by philanthropist Christina Lewis, Beatrice Advisors is an independent, woman- and minority-owned multi-family office and investment firm, headquartered in New York City, that provides high-quality financial services to historically unadvised and under-advised individuals and families, designed around a vision to expand the demographics of wealth.
Building on her father Reginald F. Lewis’ legacy as a pioneering entrepreneur and the first African-American to build a billion-dollar company, as well as the important work of her mother, Filipino-American businesswoman and philanthropist Loida Lewis, Christina believes deeply in the importance of helping communities preserve and grow their impact, legacy, and financial empowerment.
Beatrice Advisors is an independent, woman- and minority-owned multi-family office with a simple mission: to provide high-quality financial services to a new generation of wealthy individuals and families.
Beatrice was founded to guide the next generation of wealth holders in securing their legacy and success. We believe the best way to achieve that is by creating an inclusive, welcoming environment that helps families and individuals prosper in line with their values for generations.
We are a proud equal-opportunity employer, and care deeply about the culture we build. Above all, our team strives to always be helpful, honest, sincere, proactive, and solution-oriented, aiming to meet and deliver the highest standards of excellence when it comes to serving our clients.
Our firm’s guiding values are:
Jun 18, 2024
Face 2 Face Africa
Daughter of the only Black person on Forbes 400 list in 1991 makes history launching multifamily office
Jun 13, 2024
Beatrice aims to modernize and make high-quality wealth management services more accessible
Jun 13, 2024
Forbes
Christina Lewis, whose father Reginald Lewis achieved fame and fortune with a $985 million buyout of food conglomerate Beatrice International Foods in 1987, launched a multifamily office called Beatrice Advisors on Thursday to help families like hers.
Jun 13, 2024
Black Enterprise
Like father, like daughter!
Jun 13, 2024
CNBC
Beatrice Advisors, founded by Christina Lewis, aims to change the traditional business of managing the fortunes of the wealthy and inheritors.