Elaine King, Mba, Cfp® Email & Phone Number

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

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

♟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

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.

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.

Miami, Florida, Us

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%)

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

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

Family Engagement In Education

Certification For Entrepreneurship Educators, Entrepreneurship/Entrepreneurial Studies

Certified Professional Coach Certificate Program

Post Graduate Program In Bowen Family Sytems Theory And Its Applications

Executive Certified Financial Planner Certificate Program (Cfp®)

M.B.A #1 School For Int'L Business By Financial Times, International Finance Asian Markets

International Business, European Financial Markets

B.B.A, International Finance European Markets

Education record

Education record

Education record