Lisa McCurdy on Clubhouse
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 on Purpose®️
🎙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, Legacy on Purpose®️
⚖️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 |
|---|---|---|---|
| June 12, 2024 | 2,121 | +6 | +0.3% |
| May 09, 2024 | 2,115 | +12 | +0.6% |
| March 24, 2024 | 2,103 | +1 | +0.1% |
| March 07, 2024 | 2,102 | +3 | +0.2% |
| February 14, 2024 | 2,099 | +5 | +0.3% |
| January 27, 2024 | 2,094 | +7 | +0.4% |
| January 10, 2024 | 2,087 | +7 | +0.4% |
| December 25, 2023 | 2,080 | +8 | +0.4% |
| December 10, 2023 | 2,072 | -1 | -0.1% |
| November 25, 2023 | 2,073 | +1 | +0.1% |
