As Head of Wealth Strategy, I oversee values-based wealth planning at SCS and collaborate across our firm to deliver comprehensive wealth advisory services to clients. I partner closely with clients and their advisors to provide guidance on multigenerational wealth transfer, business succession, philanthropy, next-generation engagement and family governance. I love helping complex families manage and transition wealth with clarity, purpose, and intent.

• Position: Head of Wealth Strategy
• Company: SCS
• Topics: Coaching | Communicating About Wealth | Diversity, Equity and Inclusion | Engaging the Next Generation | Family Dynamics | Family Philanthropy | Financial Literacy | Governance and Succession Planning | Teen and Youth Philanthropy | Wealth Management | Women and Giving
• Country: USA
• State (If USA) - Hidden: Massachusetts
• City: Boston
• LinkedIn (Optional) : https://www.linkedin.com/in/nicole-jackson-leslie-55817288/