There are two fundamentals to a great strategy. Grasping the big picture. And meshing together all the pieces needed to develop it. Something that comes naturally to Bethany.
It is a strength that is particularly important to one of Bethany’s key areas of interest – advising family businesses. “I am intrigued by the importance and intricacies of creating a financial roadmap that spans many generations – and crosses the spectrum from writing a family mission statement to establishing a family philanthropy program.”
Speaking of roadmaps, take one look at her passport and you’ll see she is a woman intent on soaking up the world. Her love of the outdoors has taken her skiing in the Austrian Alps and climbing Germany’s highest peak. Her love of culture to Barcelona, Berlin and Budapest.
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