Creator of the EQ of Wealth®・Relationship Expert・Specialized Coach to UNHW Individuals & Families
Wendy transforms how ultra-high-net-wealth individuals, families, and institutions navigate the intersection of wealth, relationships, and impact. Through her signature EQ of Wealth curriculum, she provides keynotes and workshops on the soft skills training necessary to move hard capital without family friction.
Photo: Worth Media Group
Practical Frameworks for turning conflict into connection in family and financial decisions
Trust-Building Tools that create consensus across generations and complex family dynamics
Capital Deployment Confidence to align values with impact investment and philanthropic action
“Wendy brings unique insights on understanding families and NextGen with a perspective that combines key learnings from her personal journey and an understanding of the research and science behind relationships. Her expertise is exactly what we need to ensure the future of philanthropy is collaborative and impactful."
"Wendy is not only an informative teacher, but an inspiring speaker. The attendees and I were riveted. Wendy would add value to any family office event, conference, or gathering."
"Wendy brought the perfect mix of insight, energy, and expertise on simplifying family dynamics within UHNW families, where everyone was engaged and the curriculum was catered to their unique lived experience. It was also a memorable learning environment with clear and practical takeaways."
Deutsche Bank Wealth Management
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Milken Institute Strategic Philanthropy
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NEXUS
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Impax Asset Management
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The Dea Network
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Long Angle
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Worth Media Group
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Family Office Access
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Martis Camp Foundation
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The Sundance Institute
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IIC Capital
This interview from Davos 2025 at The Brain House features Wendy alongside AtlasDaughters founder Amy Dornbusch and the Milken Institute's Melissa Stevens discussing "The NextGen Mindset on Wealth."
For detailed speaking topics and full overview, download Wendy's Speaker Overview.
