Christina Lewis’ journey into the world of wealth management began at the age of 7 when she started helping her father manage his stock portfolio. Even at such a young age, she was designated as her father’s “broker” and took an active role in tracking stocks and understanding the market. Her father’s passing at the age of 50 marked a turning point in her life, leading to her engagement with wealth managers who assisted her in managing her inheritance and building an aggressive portfolio. This early exposure to investing laid the foundation for her future endeavors in the wealth management industry.
Building a New Legacy: Beatrice Advisors
After years of working with multiple institutional wealth managers and experiencing the challenges of finding personalized and reliable asset management, Christina Lewis decided to create her own family office, BFO21. This experience, coupled with her commitment to diversity, gender equality, and empowering the next generation of wealth inheritors, inspired her to establish Beatrice Advisors. The key focus of this multifamily office is to revolutionize the traditional approach to wealth management by catering to a broader range of clients, considering not only their financial assets but also their values, skills, and life paths.
The Future of Wealth Management: A Holistic Approach
Beatrice Advisors aims to reshape the landscape of wealth management by providing a holistic approach to a family’s assets. By offering education, accessibility, and a high-tech dashboard that gives clients a comprehensive view of their portfolio, the firm empowers families to take control of their wealth management journey. With an emphasis on tax efficiency, custom tax structures, and personalized investment strategies, Beatrice Advisors sets itself apart in the industry by focusing on the unique needs and goals of each individual client.
In addition to her work in wealth management, Christina Lewis is a dedicated philanthropist who founded All Star Code, a nonprofit organization that equips young men of color with essential web and coding skills. Her commitment to giving back to the community is reflected in her co-founding of Giving Gap, a database of vetted, Black-founded nonprofits, and her role as vice chair of the Reginald F. Lewis Foundation. Through her philanthropic efforts and her vision for empowering diverse communities, Lewis aims to create a more inclusive and accessible wealth advisory environment for families like her own.
As the wealth management industry evolves to meet the needs of a new generation of inheritors, multifamily offices like Beatrice Advisors pave the way for a more personalized, inclusive, and forward-thinking approach to managing wealth. By combining a high-touch, confidential single-family office experience with the shared resources and expertise of an investment firm, Beatrice Advisors represents a new era in wealth management that prioritizes diversity, education, and empowerment. With a focus on building lasting legacies and fostering financial well-being, Christina Lewis and her team are leading the charge towards a brighter future for families and their assets.