Lisa Gray

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Lisa1 Lisa Gray
Director of Family Dynamics, Leadership and Succession

Lisa Gray offers a singular consulting approach to global families and their advisors, specifically connecting the direct influence of generational perspectives, family dynamics, and governance to traditional wealth management strategies. She is certified in a program designed to guide families in discovering their own pathways which contribute significantly to their long-term success. A sought-after speaker, educator, panelist, author, and media resource on family office and wealth management topics, her work has been cited by the Capgemini Merrill Lynch World Wealth Report (2005), Barclay’s (2007), and the Wharton Global Family Wealth Alliance (2008).

Ms. Gray’s experience in the wealth management industry began in 1988. She is a regular contributor to the Journal of Wealth Management, is a member of its Editorial Board, and is a member of the CFA Institute’s Approved Speaker List. The second edition of her first book, The New Family Office (Euromoney Books 2004), will be published in 2013. Her latest book, Generational Wealth Management: A Guide for Fostering Global Family Wealth (Euromoney Books 2010) outlines a new approach to wealth management, the Generational Wealth Management Continuum.℠ The approach integrates the management of family dynamics and generational perspectives into the wealth management process, helping families grasp the impact of their most valuable assets on the decisions they make.

Lisa joins Aspen Family Office as a consultant to families to facilitate family education and foster multi-generational wealth success.

Lisa1 Lisa Gray
Director of Family Dynamics, Leadership and Succession

Lisa Gray offers a singular consulting approach to global families and their advisors, specifically connecting the direct influence of generational perspectives, family dynamics, and governance to traditional wealth management strategies. She is certified in a program designed to guide families in discovering their own pathways which contribute significantly to their long-term success. A sought-after speaker, educator, panelist, author, and media resource on family office and wealth management topics, her work has been cited by the Capgemini Merrill Lynch World Wealth Report (2005), Barclay’s (2007), and the Wharton Global Family Wealth Alliance (2008).

Ms. Gray’s experience in the wealth management industry began in 1988. She is a regular contributor to the Journal of Wealth Management, is a member of its Editorial Board, and is a member of the CFA Institute’s Approved Speaker List. The second edition of her first book, The New Family Office (Euromoney Books 2004), will be published in 2013. Her latest book, Generational Wealth Management: A Guide for Fostering Global Family Wealth (Euromoney Books 2010) outlines a new approach to wealth management, the Generational Wealth Management Continuum.℠ The approach integrates the management of family dynamics and generational perspectives into the wealth management process, helping families grasp the impact of their most valuable assets on the decisions they make.

Lisa joins Aspen Family Office as a consultant to families to facilitate family education and foster multi-generational wealth success.

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