Planificación financiera personal
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Elaine King, named by People «guru del dinero» and Top 25 Hispanic Women is a Family Business Advisor™ and a Certified Financial Planner™ professional who is considered an expert in international family financial planning and ambassador for the CFP Board of Standards. She is the founder and president of Family and Money Matters™ whose mission is to empower the family’s human and financial capital to achieve financial well-being together.
Elaine has worked and studied in Austria, Canada, Japan, Mexico, Peru and throughout the United States working with over 1,200 families creating actionable strategies focused on wealth planning, financial education, multigenerational succession, philanthropy and family governance. She has experience leading as partner, director, and manager at Bessemer Trust 0 billion AUM, Royal Bank of Scotland’s Coutts Division, WE Family Offices and Citigroup.
Family & Money Expert, Author, Speaker and Social Catalyst, creator of P.E.F.F., an institutional financial education program helping thousands of families in Latin America. Elaine is a Florida Supreme Court Family Mediator, a Certified Coach from the University of Miami (ICF) and serves on the advisory board for the Family Firm Institute, Estate Planning Council, and OWIT. Her studies include an MBA from Thunderbird and a BBA in International Business from St. Mary’s University with a postgraduate at the Bowen Center for the Study of the Family in Georgetown. She is the author of 2 award-winning books; “Family and Money Matters – Rising Generation” and “La Familia y El Dinero – Hecho Facil”, she is often cited in global media outlets like CNN, WSJ, and Forbes.
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Conoce los diferentes paradigmas de la planificación financiera personal y cómo influyen en la percepción de la abundancia en la carrera del Corredor Inmobiliario
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