Christina Lewis, the daughter of Reginald Lewis, the founder of TLC Beatrice International, experienced a life-altering event at the tender age of 13. Her father’s sudden passing left her with not only a large fortune but also a myriad of unanswered questions. This pivotal moment marked the beginning of Lewis’s journey into the complex world of wealth management. Throughout the next 30 years, Lewis encountered six institutional wealth managers and 12 relationship managers, each bringing their unique perspective to the table.
Driven by her personal experiences, Lewis has embarked on a mission to transform the landscape of wealth management. Her multifamily office, Beatrice Advisors, is designed to cater to individuals like herself, who are poised to inherit substantial wealth in the future. Embracing a holistic approach, Beatrice Advisors places a strong emphasis on education and accessibility. With an estimated $84 trillion set to transfer between generations in the next three decades, the need for innovative wealth management solutions has never been greater.
Beatrice Advisors sets itself apart by welcoming a diverse clientele in terms of race, ethnicity, and gender. By empowering women, educating clients, and fostering independence, Lewis believes that families can lead healthier, wealthier, and happier lives. The firm’s high-tech dashboard provides clients with real-time insights into their portfolios, placing them in the driver’s seat when it comes to decision-making. This combination of personalized service and cutting-edge technology positions Beatrice Advisors at the vanguard of the industry.
Rooted in her childhood experiences of managing her father’s stock portfolio, Lewis’s investment journey began at a young age. Her passion for finance and her knack for picking winning stocks laid the groundwork for her future endeavors. Following a series of disillusioning experiences with traditional wealth managers, Lewis took matters into her own hands and established her family office, BFO21. Through Beatrice Advisors, she aims to revolutionize the way families approach wealth management by placing a premium on tax efficiency and customized investment strategies.
A Vision for the Future
As an active philanthropist, Lewis’s commitment to empowering underserved communities is reflected in her work with organizations such as All Star Code and Giving Gap. By making wealth advice accessible to a broader and more diverse audience, Lewis hopes to leave a lasting impact on future generations. Her alignment with the values and aspirations of her clients underscores her dedication to transforming the wealth management industry for the better.
Christina Lewis’s journey from a grieving teenager to a trailblazing entrepreneur is a testament to the transformative power of resilience and determination. Through Beatrice Advisors, she is not only reshaping the way families manage their wealth but also paving the way for a more inclusive and equitable future. As the tides of generational wealth continue to shift, Lewis stands at the forefront of a new era in wealth management, driven by innovation, diversity, and empowerment.
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