Welcome to In the Lead

Designed to help women take the lead in their wealth, philanthropy, legacy and beyond.

A streamlined collection of insights, resources and advice tailored specifically to the needs and goals of women. An exclusive community of women to build upon each other’s experiences, successes and ambitions and propel each other even further. Welcome to In The Lead.

Take the lead. Stay in the lead. Thrive in the lead.

Curated resources

to help you accelerate in all aspects of wealth management

Candid communication

based on what our clients have told us they want most

An unprecedented community

of women with shared interests, brought together through exclusive events