Posts in Speaking
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."

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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."

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