Christina Lewis, the daughter of Reginald Lewis, the first African American to build a business with $1 billion in revenue, found herself thrust into the world of wealth management at a tender age of 13. Lewis’s journey began with a meeting that would forever change her perspective on managing wealth. Since then, she has navigated through multiple institutional wealth managers and relationship managers before finally deciding to create her own family office and run two foundations. Her experiences have now led her to launch a multifamily office called Beatrice Advisors, aimed at the next generation of wealth holders.
Beatrice Advisors seeks to disrupt the traditional wealth management industry by focusing on education and accessibility for young inheritors who may be new to managing wealth. With over $84 trillion expected to be transferred to younger generations in the next 30 years, Lewis aims to be at the forefront of managing this wealth transition. By adopting a holistic approach to a family’s assets, Beatrice considers not only the financial aspect but also values, skills, and life paths. This unique perspective sets Beatrice apart in an industry dominated by traditional practices.
Recognizing that today’s younger generations are more tech-focused, Beatrice Advisors has invested heavily in building a high-tech dashboard for clients to monitor their portfolios in real-time. This proactive approach empowers families to take control of their assets while receiving guidance from the advisory firm. Leveraging technology to provide a seamless and transparent experience for clients is one of the key strategies that Beatrice employs to differentiate itself in the market.
Lewis’s personal investing journey began at the age of 7 when she assisted her father in managing his stock portfolio. Through hands-on experience and a deep understanding of the markets, she developed a keen interest in investing in what she knows best. This early exposure to the world of finance laid the foundation for her future endeavors in wealth management and philanthropy. Despite facing challenges with changing wealth managers over the years, Lewis remained steadfast in her commitment to creating a family office that aligns with her values and client’s needs.
As an active philanthropist, Lewis’s vision extends beyond personal wealth management. Through initiatives like All Star Code and Giving Gap, she aims to empower young men of color and promote Black-founded nonprofits. By making wealth advice more accessible to a diverse and young population, Lewis hopes to create a more inclusive and equitable future for families like her own. With a focus on tax efficiency and custom investment structures, Beatrice Advisors is poised to cater to clients with a net worth between $25 million and $300 million, offering tailored solutions to meet their individual needs.
Christina Lewis’s story is a testament to resilience, innovation, and a deep commitment to changing the landscape of wealth management. By challenging traditional practices and embracing new technologies, Lewis is paving the way for a more inclusive and diverse approach to managing wealth. Through Beatrice Advisors, she is not only transforming the way families think about their assets but also setting a new standard for the industry as a whole. Lewis’s journey serves as an inspiration for the next generation of wealth holders, signaling a shift towards a more transparent, values-driven, and client-centric approach to financial planning.