Elizabeth is a former practicing estate planning attorney with an expertise in UHNW legacy planning. Elizabeth formerly led the Family Office Resource Generalist team at Morgan Stanley, focusing on integrating services for the UHNW client. This included rising gen wealth education, family governance, trust/tax/estate planning, risk management, philanthropy management, pre- and post-liquidity planning for the privately held business and lifestyle management.

While at Morgan Stanley she helped launch the FLAG (Family Legacy and Governance Institute). FLAG provides education to attorneys, CPAs and family office executives by diving into deep conversations around legacy planning and governance.

Elizabeth has been published in Kiplinger’s and wealthmanagement.com. She frequently speaks to family offices, entrepreneurs and women’s organizations around topics including governance, legacy and succession planning.

She received her B.A. and M.S. from the University of Pennsylvania. She graduated Chapman University School of Law, Summa Cum Laude on a fully funded academic scholarship and served as the note’s editor of the law review and on the appellate moot court team. 

For fun, Elizabeth enjoys spending time with her four college-aged daughters and husband. Travel, strength-training and volunteering with the refugee community are some of the ways she spends her time.