Stephen Lewis

I confront the reality that ultrahigh-net-worth families face the real probability of tremendous wealth destruction by the end of the third generation. Through a unique methodology that combines knowledge, values, and philanthropy, I work with my clients to solve that problem. Ultimately, this process helps produce a lasting legacy and more successful inheritors.

My clients have built their wealth in various ways, most often through business ownership, be it in a private company or public stock. They understand how hard it is to build generational wealth, and that having substantial wealth brings both benefits as well as a unique set of challenges for them, their children, and grandchildren. Their main concern is not if they have enough for their own lifetime, but if their wealth will have a positive impact on the lives of their beneficiaries.

The families I work with value my advice and view me as a resource to help solve problems beyond investment design. I operate as a “consigliere,” dedicating myself and my team to the family, working with individual family members and holding interactive meetings to continue progress toward the desired outcome. As a result, I develop a deep relationship with them, and can’t imagine letting them down with any decision as I would feel personally responsible.

Along with being an advisor, I am a husband and a father. While these roles have different responsibilities, my values remain the same. My kids often laugh because they know the research insights I uncover will soon be tested on them, and I’m always proud when they can reference a financial lesson. I am motivated daily by the opportunity to help families achieve better outcomes and bridge the gap from success to significance.

SPECIALTIES: Multi-Generational Families, Multi-Generational Wealth Transfer, Charitable Giving, Business Owners, Pre-Transaction Planning, Private Wealth Advisor, High Net Worth Individuals, Investment Advice, Asset Allocation