4 Strategies to Family and Money Matters

The audience will be entertained and will start seeing their finances in a more realistic, approachable and doable way. It is not just for numbers people, it is also for anyone who has a dream and wants to make it true. They will see their financial life as something that can be a positive force in their life - and take away a roadmap to make it true.

Elaine King is a Certified Financial Planner™ professional who is considered an expert in international family financial planning and ambassador for the CFP Board of Standards. She is the president of Family and Money Matters ™ whose mission is to empower family member’s financial and human capital to achieve financial well-being together.
Ms. King has worked and studied in Austria, Canada, Japan, Mexico, Peru and throughout the United States working with over 1,200 families creating actionable strategies focused on wealth planning, financial education, multigenerational succession and family governance. She has experience leading as partner, director and manager at Bessemer Trust $100 billion AUM, Royal Bank of Scotland’s Coutts Division, WE Family Offices and Salomon Smith Barney Investment Advisory Services.
Family & Money Expert, Author, Speaker and Social Catalyst, she is on the board of the Estate Planning Council, The Family Firm Institute, OWIT, and is a Florida Supreme Court Family Mediator, Certified Coach form the University of Miami (ICF) and Family Business Advisor ™. Her studies include an MBA from Thunderbird and a BBA in International Business from St. Mary’s University with a postgraduate at the Bowen Center for the Study of the Family in Georgetown. She is the author of 2 award winning books and is often cited in global media outlets like CNN, WSJ and Forbes.

A microphone and a room with chairs