Mary is an expert in cross-border and inter-generational transfer of wealth strategies, fiduciary practices, philanthropy, family office solutions and succession planning and governance for families and their businesses.
With her 25 years of experience as a family office executive, attorney, accountant, investment advisor, board member, trustee, and banker, she is currently serving a small number of private families as an independent advisor. She works with families and their advisors as they navigate the challenges of successful wealth transition. Mary works with the families to promote their personal growth which permit family´s communication and collaboration be more effective and gratifying. Additionally, she supports the next generation to receive and custody their family´s legacy.
Previously, Mary headed two private family offices involving prominent families and significant owned operating companies. She practiced law, specializing in closely held corporations, estate planning, real estate and tax, and was a financial services consultant with Arthur Andersen & Co (now Accenture.) She is a licensed attorney and certified accountant.
Mary is an author and public speaker, often quoted in Barrons, Financial Times, Forbes, The Economist, New York Times and Worth on topics relating to family wealth management. She has conducted next generation and family programs in Europe, the Middle East, Latin America, Asia and the Americas.
Mary is an avid squash player. She and her husband Richard live in Bronxville, NY, and have three adult children.