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.
Feb 13, 2025
Beatrice Advisors ("Beatrice”) an independent, woman- and minority-owned multi-family office, today announced the appointment of Lauren Rich Fine, CFA as Partner, Investments and Business Development. This strategic addition reinforces Beatrice's dedication to providing customized financial solutions and expanding its suite of high-quality services.
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.
