Jaime Hastings, Executive Director, Arthur Miller Foundation

“My private coaching experience was transformative. I don't often take the time to focus on myself in that way, and it was such a gift. I was grateful for the space as well as Wendy's wisdom, insight, and guidance.”

CoachAmanda MicheleOctober 8, 2025Jaime Hastings, Executive Director, Arthur Miller Foundation

Melissa Stevens, Executive Vice President, Strategic Philanthropy, The Milken Institute

“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."

Danielle Patterson, Founder & CEO, Family Office Access

"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."

SpeakingAmanda MicheleOctober 8, 2025Danielle Patterson, Founder & CEO, Family Office Access

Jacqueline Valouch, Head of Wealth Planning and Philanthropy, Deutsche Bank Wealth Management

"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."

Whitney Call, Investor, Board Chair, Call Foundation

“The EQ of Wealth and Wendy’s teachings not only allowed me to better collaborate with my family, but the training also helped me use my unique story to influence my peers, and informed my goals in angel investing.”

Amanda MicheleOctober 6, 2025Whitney Call, Investor, Board Chair, Call Foundation

Erin Samueli, Board Director, Samueli Foundation

"Working with Wendy was just the coaching I needed to step into my leadership and impact potential."

CoachAmanda MicheleAugust 28, 2024Erin Samueli, Board Director, Samueli Foundation

Neesha Dave, DO, PCEO, Board certified Physician, Entrepreneur & Investor

"EQ of Wealth was a unique coaching experience, and Wendy is exceptional."

HomepageAmanda MicheleAugust 28, 2024Neesha Dave, DO, PCEO, Board certified Physician, Entrepreneur & Investor

Amy Dornbusch, Founder, AtlasDaughters, Director, Marks Family Foundation, General Partner, Willowtree Venture Fund

“Because of our work together, the road to lift-off for AtlasDaughters has been so supportive and seamless! I highly recommend Wendy and this experience. Wendy was the perfect coach at the perfect time.”