Lisa McCurdy on Clubhouse

Updated: Jun 27, 2022
Lisa McCurdy Clubhouse
1.9k Followers
1.8k Following
Oct 27, 2020 Registered
@legacyonpurpose Username

Bio

💎Wealth transfer Legal Counsel to the financially successful via Legacy on Purpose℠

💎Values-based legal strategist, translating dreams of savvy business leaders into legacy roadmaps across generations 🧭

Let us CELEBRATE YOU thru
Legacy on Purpose℠ 🎉
🎯Inherently Strategic • Legacy Perpetuated™

🎙your next Podcast guest

🗣Ask me about:
💫Family land and Preservation Trusts
💫Tax-advantaged Wealth-transfer
💫Wealth preservation for High net-worth
💫Legacy Roadmap™
💫Navigating family drama
💫Board Leadership
💫Breaking through glass ceilings as a “first”

☮️Giving #peaceofmind | dropping into financial conversations to amplify need for estate and asset protection planning

Founder of Clubs:
🏠Legacy on Purpose℠
🏠”Sankofa” Leadership Philosophy
🏠The Financial Power Team
🏠Rotary International
Co-Founder:
🏠30% Women on Boards
🏠Alpha Females

✍️🏽Published author:
“Legacy on Purpose℠: A Journal That Celebrates Life” - 📚🎉👩‍👩‍👧‍👦When shared as a family exercise, families discover what unites and guides them to establish a common vision, feel deeper connections, and become stronger.🎁🛍(Link in IG bio.)

👑Legacy is a transfer of the expression of one’s values through the opportunities afforded beneficiaries by the resources left in their care. By all means, #LegacyonPurpose℠

⚖️Managing Partner @TheWealthCounselor | Counsel to high net-worth (HNW) and aspiring HNW💰($1M to $30M)

🌱Founder
@DefiningLegacyGroup | Consulting generations of families • building stronger bonds across the generations and throughout the branches of the family tree on common purpose • shared values, and productivity

🧠 Cross-party collabs

Current Boards 🎬:
President-elect, Rotary Foundation Washington, D.C. | 💰distributing $170,000+ grants annually to D.C. non-profits 🤝

St. Anselm’s Abbey School Board • NASH (Nat’l Alliance Safe Housing) Board • AEI Leadership Network

Former 🤲🏽:
💡‘18-‘19 President, D.C. Rotary Club (est. 1912) | First African American elected

Girls on the Run-DC • The Madeira School Alumnae Council • The Phillips Collection Contemporaries (young collector’s Board of the first modern art museum in the U.S.)

Former 🗄:
Hill&Knowlton | RuderFinn | Clinton1

🖼️ Art, ✈️🛳 Travel, & 🏛️ Museum lover
🎃 Halloween baby
📍DC (& native too) | USA 🇺🇸
ΔΣΘ & Links

🔗Let’s connect here and on LinkedIn:
http://linkedin.com/in/lisamccurdyhankins

Donate to D.C. Rotary Foundation - 501(c)(3) supporting #DC nonprofits 🤲🏽 here: https://bit.ly/2JuNdWO

Invited by: Nyree Wright

Last 10 Records

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Day Followers Gain % Gain
February 19, 2022 1,900 +100 +5.6%
November 19, 2021 1,800 +100 +5.9%
October 11, 2021 1,700 +100 +6.3%
September 21, 2021 1,600 +58 +3.8%
August 06, 2021 1,542 +58 +4.0%
June 27, 2021 1,484 +20 +1.4%
June 20, 2021 1,464 +41 +2.9%
June 12, 2021 1,423 +18 +1.3%
June 06, 2021 1,405 +11 +0.8%
May 30, 2021 1,394 +21 +1.6%

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