Cultivate Excellence
We don’t start with products. We start with you.
Beatrice Advisors is an independent multi-family office providing investment management and advisory services to individuals, families, and foundations. We build customized solutions tailored to each client’s priorities, constraints, and long-term goals.
Beatrice at a Glance
Launched in 2024
Headquartered in New York
12 full-time professionals
4 Partners
Our offering is built on these core principles:
Client empowerment
We believe strong outcomes come from informed decisions. We work closely with clients to clarify complexity and design solutions that reflect their goals.
High quality
Our work is defined by rigor, judgment, and attention to detail. We deliver coordinated investment management and advisory services supported by disciplined processes and experienced professionals.
Community benefit
Through philanthropy, partnerships, and education, we support long-term opportunity and shared success beyond individual portfolios.
Our story
Beatrice Advisors was founded in 2024 by Christina Lewis as an independent, woman- and minority-owned multi-family office based in New York City. Inspired by a family legacy shaped by her father, Reginald F. Lewis, and her mother, Loida Lewis, Christina built Beatrice to help families and foundations make confident long-term decisions through disciplined investment management and coordinated advisory support.
Learn MoreOur team
Beatrice is a team of experienced investment and advisory professionals built to serve complex client needs with rigor, care, and discretion. We bring deep experience and skill across investments, planning, and coordination so clients can move forward with clarity and confidence.
Let’s get to know each other
Meet Our TeamOur Mission
A Symbol of Stewardship, 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.
Our values
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: