Elaine King, Mba, Cfp®

Elaine King, Mba, Cfp® Email and Phone Number

Investopedia Top 10 Financial Advisor of 2023 | Speaker | Author ♟I’ve helped >100 family enterprises with legacy, generational wealth, impact and governance🚀. I am a Family Financial Planner(TM). @ Family and Money Matters Institute™
Elaine King, Mba, Cfp®'s Location
Miami, Florida, United States, United States
Elaine King, Mba, Cfp®'s Contact Details
About Elaine King, Mba, Cfp®

I am grateful to be one of the 25 Most Influential Hispanic Women of 2017 and Top 10 Most Influential Financial Advisors of 2023 for my impact on family finances. Here are 7 things that many do not know about me:1. 🌍Studied and grew up in Austria, Canada, Japan, Mexico, Peru, and different cities in the United States. Love flying ultralights and land in the ocean, playing golf (never like at 14), scuba diving looking for turtles or sharks, and doing workshops for children teaching them how to make, save, grow and share their money. 2. ⛳Started my career on Wall Street advising a group of 5,000 financial advisors and became the manager of an advisory service with assets of $ 13 billion dollars. Then led as Partner, Director, and VP of Bessemer Trust with AUM $ 100BN, Royal Bank of Scotland 'Coutts Division, and WE Family Offices.3. 👨‍👩‍👦‍👦 Had the opportunity to design and implement 3 multi-family offices (private label) developing financial plans for more than 1,200 families focused on legacy, family governance, succession, and social impact inspired by the NextGen. Have been fortunate to work with more than 100 multigenerational companies creating strategic plans for the family.4. 🎁Peruvian born and driven to write 8 books, 2 of them awarded bestsellers; “Family and Money Matters Next Gen” and “Family and Money Made Easy. Been fortunate to deliver more than 350 lectures in 35 cities. and participate often as a financial expert in CNN, Telemundo, Gestión, WSJ, and Forbes.5. 🎨In 2013 I founded Family & Money Matters ™ with the mission of strengthening human and financial capital to achieve family financial harmony. created a family financial institutional program with KPIs that has transformed thousands and courses in finance for entrepreneurs with more than 12,000 students.6. ♟Love to learn; have an MBA with a focus on Asia, a BBA with a focus on Europe, a Postgraduate in Family Systems Bowen in Georgetown. Certified Financial Planner (CFP®) and an ambassador. FFI Certified Advanced Family Business Advisor (ACFBA ™), FL Supreme Court Family Mediator, and Certified Coach (ICF) 7. What’s my mission? make money a positive force in your life, w/sustainable growth, health, and financial purpose in the family unit. My approach is to support family businesses to have a healthy financial relationship and build bridges to keep the family together, creating a sustainable family financial strategic plan for the next generation ... ( the story continues...). Let's work together! 🚀

Elaine King, Mba, Cfp®'s Current Company Details
Family and Money Matters Institute™

Family And Money Matters Institute™

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Investopedia Top 10 Financial Advisor of 2023 | Speaker | Author ♟I’ve helped >100 family enterprises with legacy, generational wealth, impact and governance🚀. I am a Family Financial Planner(TM).
Elaine King, Mba, Cfp® Work Experience Details
  • Family And Money Matters Institute™
    Founder & Ceo
    Family And Money Matters Institute™ Apr 2013 - Present
    Miami, Fl, Us
    I founded the Institute with the mission of strengthening the human and financial capital in families and their businesses.♟Create family strategic plans for + 1,200 families to achieve family financial harmony♟Design online financial well-being course with > 12,000 students♟Develop +250 workshops and conferences in 35 cities for diverse audiences♟Worked with > 100 family businesses to build solid family financial governance♟Advise +80 corporations such as EY, PWC, KPMG
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  • Shechter & Everett, Llp
    External Director
    Shechter & Everett, Llp Feb 2020 - Present
    Coral Gables, Florida, Us
    I work with women in transition to empower them before, during, and after the separation process with understanding, organization, and control of the well-being of their finances♟I lead the financial planning center of S&E who has worked with 8,000 clients in transition♟We are pioneers in creating the first virtual Summit to help couples in transition♟I use my training as a Florida Supreme Court Family Mediator and CDFA ™ certification to reach our client's goals
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  • Ws Usa
    European Family Office Interim Ceo & Coo
    Ws Usa Dec 2017 - Aug 2019
    ♟Advised and executed on a strategy to expand $30B NW European Family Business and launched its Latin American HQ in Miami♟Led family enterprise owners with U.S. operations, registrations, regulations and compliance responsibilities and the SEC ♟Managed, trained, and hired founding members to operate the business including corporate finance and technology
  • We Family Offices
    Family Office Director & Partner Of Education And Governance
    We Family Offices Jul 2013 - Jun 2016
    Miami, Fl, Us
    ♟Built governance structures for a group of 75 family businesses that typically includes a family protocol, a shareholder’s agreement, a mission statement, and a conflict resolution policy. Last family profile: $1billion in revenue, 40 members, 4 generations.♟Designed educational programs for families for 5 to 80-year-old members in planning areas such as finance, succession, career, conflict resolution, communications, values, protocols, decision making, trusts, and shareholder agreements.
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  • Bessemer Trust
    Family Office Vice President
    Bessemer Trust Jan 2012 - Jun 2013
    New York, New York, Us
    ♟Developed and maintained 30 client relationships with AUMs over $1 billion through proactive client communication and coordinated delivery of planning services to individuals, families, trusts, and foundations.♟Managed the onboarding and planning process for each client relationship with the following teams: Tax Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management Group, Philanthropic Advisory Services, Property and Casualty Advisory Services, Equity Risk Management and Custody.♟Implemented investment strategies which include evaluating current asset allocation and entities, creating a target investment plan and ownership, designing asset allocation, and overseeing investment transition and analysis.♟Prepared initial and annual trust reviews including the request to Trust committee for all discretionary distributions from trusts and for all special investments in the trust, including offshore trusts, irrevocable insurance trusts (ILITs), charitable remainder trusts (CRTs), charitable lead trusts (CLTs) and private foundations.
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  • The Lubitz Financial Group
    Managing Director, Wealth Planning
    The Lubitz Financial Group Feb 2011 - Jan 2012
    Miami, Florida, Us
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  • Gibraltar Private Bank & Trust
    Multi Family Office Vice President, Director Of The Wealth & Well-Being Institute
    Gibraltar Private Bank & Trust Mar 2004 - Feb 2011
    Lafayette, Louisiana, Us
    ♟Hired and trained a unique team of wealth planning experts to serve as client partners resulting in the creation of the Wealth and Well-Being Institute. ♟Created and structured a flexible advisory platform to improve the profitability and long term retention of advisory services♟Introduced private bankers, wealth managers, and investment professionals to methodologies for effectively measuring the revenue stream, encouraging the optimum planning allocation required for specific clients needs (Client reviews to date: 1,000+)♟Conduct wealth planning deliverables which include asset allocation analysis, retirement planning, estate planning documentation review, education funding, and property and life insurance evaluation to ensure that these match current client objectives. (Change in net income increased by 50%)
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  • Coutts
    Assistant Vice President, Investment Manager
    Coutts Apr 2000 - Mar 2004
    London, Wc2R 0Qs, Gb
    ♟Conducted sales campaigns with private bankers for new products which raised $25 million in Hedge Funds, $20 million in Latin mutual funds and $18 million in Venture Capital and Capital Protected Products♟Developed monthly sales and revenue analysis reports of 26 private bankers and advised the CEO of new strategies to increase revenue and improve sales management. Exceeded target by 10%♟Increased brand awareness in Latin America by improving product marketing reports, investment seminars and advertising. Increased sales by 20%♟Created investment strategies to maximize returns for portfolios est. at $8 billion
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  • Salomon Smith Barney Holdings Inc. (Nyse: Sb)
    Investment Advisory Manager
    Salomon Smith Barney Holdings Inc. (Nyse: Sb) Jan 1996 - Jan 2000
    New York, New York, Us
    ♟Managed all functions of Sales & Marketing desk for $13 billion wrap fee mutual fund product♟Raised $25 million in mutual sales by conducting investment seminars for Financial Consultants♟Developed product ideas, marketing strategies, seminars and mutual fund selection research♟Recruited, interviewed, hired, and trained a team of 8 Sales & Marketing associates ♟Developed marketing strategies for a $268 million offshore advisory service with a focus on Latin America♟Advised over 5,000 Financial Consultants in a market-leading $13 billion investment advisory service♟Reduced distribution cost of TRAK software through the use of internet bulletin boards♟Trained employees on the intricacies of mutual fund service via telephone conferences and seminars
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Elaine King, Mba, Cfp® Skills

Investments Retirement Planning Portfolio Management Wealth Management Asset Allocation Investment Advisory Estate Planning Financial Services Financial Planning Investment Strategies Finance Strategic Financial Planning Strategy Management Marketing Strategy Wealth Banking Asset Management Series 7 Venture Capital Customer Service Alternative Investments Securities Hedge Funds Strategic Partnerships Private Banking Risk Management Wealth Management Services Personal Finance Investment Management 401k Golf Financial Planners Life Insurance Retirement Series 63 Divorce Planning Crm Financial Education Family Governance Coaching Financial Coaching Philanthropy Board Of Directors

Elaine King, Mba, Cfp® Education Details

  • Harvard University
    Harvard University
    Family Engagement In Education
  • Babson College
    Babson College
    Entrepreneurship/Entrepreneurial Studies
  • University Of Miami
    University Of Miami
    Certified Professional Coach Certificate Program
  • The Bowen Center For The Study Of The Family At Georgetown
    The Bowen Center For The Study Of The Family At Georgetown
    Post Graduate Program In Bowen Family Sytems Theory And Its Applications
  • Florida International University
    Florida International University
    Executive Certified Financial Planner Certificate Program (Cfp®)
  • Thunderbird School Of Global Management
    Thunderbird School Of Global Management
    International Finance Asian Markets
  • Universität Innsbruck
    Universität Innsbruck
    European Financial Markets
  • St. Mary'S University
    St. Mary'S University
    International Finance European Markets
  • Rossevelt High School, Lima, Peru
    Rossevelt High School, Lima, Peru
  • Wellesley High School
    Wellesley High School
  • Greengates School Mexico
    Greengates School Mexico

Frequently Asked Questions about Elaine King, Mba, Cfp®

What company does Elaine King, Mba, Cfp® work for?

Elaine King, Mba, Cfp® works for Family And Money Matters Institute™

What is Elaine King, Mba, Cfp®'s role at the current company?

Elaine King, Mba, Cfp®'s current role is Investopedia Top 10 Financial Advisor of 2023 | Speaker | Author ♟I’ve helped >100 family enterprises with legacy, generational wealth, impact and governance🚀. I am a Family Financial Planner(TM)..

What is Elaine King, Mba, Cfp®'s email address?

Elaine King, Mba, Cfp®'s email address is el****@****ail.com

What schools did Elaine King, Mba, Cfp® attend?

Elaine King, Mba, Cfp® attended Harvard University, Babson College, University Of Miami, The Bowen Center For The Study Of The Family At Georgetown, Florida International University, Thunderbird School Of Global Management, Universität Innsbruck, St. Mary's University, Rossevelt High School, Lima, Peru, Wellesley High School, Greengates School Mexico.

What are some of Elaine King, Mba, Cfp®'s interests?

Elaine King, Mba, Cfp® has interest in Children, Education, Economic Empowerment.

What skills is Elaine King, Mba, Cfp® known for?

Elaine King, Mba, Cfp® has skills like Investments, Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Investment Advisory, Estate Planning, Financial Services, Financial Planning, Investment Strategies, Finance, Strategic Financial Planning.

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