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.
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 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.”
Jacqueline Valouch, Head of Wealth Planning and Philanthropy, Deutsche Bank Wealth Management
“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.”
Danielle Patterson, Founder & CEO, Family Office Access
“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.”
Melissa Stevens, Executive Vice President, Strategic Philanthropy, The Milken Institute
Deutsche Bank Wealth Management ✶ Milken Institute Strategic Philanthropy ✶ NEXUS ✶ Impax Asset Management ✶ KPMG Ignition ✶ Long Angle ✶ Worth Media Group ✶ Family Office Access ✶ Martis Camp Foundation ✶ The Sundance Institute ✶ Catalyst Now's Donor Learning Group
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."
Virtual: $5,000 - $10,000
In-Person North America: $10,000 - $25,000
In-Person International: $25,000 - $45,000
Travel and accommodation are additional for in-person events
For detailed speaking topics and full overview, download Wendy's Speaker One-Sheet.
