Lisa Gray has been a wealth writer since 2001. She has been involved in the wealth management industry since 1988. She is the author of two bestselling books—The New Family Office and Generational Wealth Management—and is on the editorial board of the Journal of Wealth Management as a regular contributor. She has written for institutional as well as retail industry trade magazines and is a known thought leader in the family office industry, speaking in wealth conferences all over the world.
She is also an approved speaker for the CFA Institute. Lisa’s writing is particularly focused on trends in the wealth management industry and how those trends affect advisory practices and the quality of service individual and family clients receive.