Experience

Legacy Capitals

• Professional Training and Coaching
• 1 - 100 Employee

• Manager of Academy Platform

  • Nov 2023 - Present

  Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, succession planning, family governance, legacy planning, and family philanthropy to financially successful families and their trusted advisors. We provide our services via our team (human capital) and digital assets. Our team is comprised of professionals who have an intimate understanding of family wealth and family business, hold… Show more Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, succession planning, family governance, legacy planning, and family philanthropy to financially successful families and their trusted advisors. We provide our services via our team (human capital) and digital assets. Our team is comprised of professionals who have an intimate understanding of family wealth and family business, hold advanced degrees and various certifications, have authored books and numerous articles, have two decades of experience consulting and coaching financially successful families, and consulting, coaching and training the advisors who serve them. Show less



Blatz House

• Spain
• Real Estate

• Mom

  • Jun 2020 - Present

  Jupiter, Florida, United States



GenSpring Family Offices

• United States
• Investment Management

• Director of Family Education

  • Jul 2015 - Jun 2020

  Jupiter, FL

• Family Education Associate

  • Oct 2011 - Jul 2015


Barclays Capital
• United Kingdom
• 1 - 100 Employee
• AVP, HR Generalist, Global Markets

  • 2007 - 2011