Mary’s experience spans a breadth of family wealth disciplines. She is an expert in cross-border and inter-generational transfer of wealth strategies, fiduciary practices, next generation mentoring, philanthropy, entrepreneurship, family office architecture and succession planning and governance for families and their businesses.

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As a family office executive, attorney, board member, trustee and advisor on private investments, she has been involved in all aspects of family wealth management. During 9 years with a global private bank, Mary spearheaded an award winning Global Family Wealth Initiative and worked with many of the institution’s largest and most sophisticated families helping navigate the challenges of successfully transitioning wealth across generations.

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Today, Mary works with a small number of families helping them leverage their wealth as a tool for family flourishing and social good. She focuses on empowering the next generation to recognize, receive and steward the family legacy, and on helping families adopt the practices and behaviors that foster individual growth while making family collaboration more effective and rewarding.

Mary is an author and international speaker, often quoted on topics relating to family wealth transition. She has conducted next generation and family retreats in Europe, Latin America, Asia, the Middle East and the United States.