Beatrice in the News:
May 3, 2022
Inc
The founder of several nonprofits, Christina Lewis invests her time and her money trying to make the world a more equitable place. Wealth coach Christina Lewis, 42, owner and president of C Lewis Services, a New York-based boutique advisory firm targeted at high net worth individuals, brings a unique perspective to her clients: She's as wealthy as many of them. Lewis relies on her own personal experience to advise clients--typically, she says, people who care about positive impact and have intentions of leaving a legacy to their family and to charity. "I focus on helping my clients get a proper team and system in place," says Lewis. "Ironically, these specialists, including myself, should pay for themselves through increased income or strategies for reduced spending via cash flow planning, greater attention to fees and insurance and other tools," she says.
Read the full article on Inc.
Sep 18, 2024
Forbes
Jul 23, 2024
With Intelligence
Multi-family office Beatrice Advisors, which launched in June, is evaluating a range of private credit strategies on behalf of tax sensitive high- and ultra-high net worth investors.
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.