Helping Enterprise Families in Transition Flourish with Stacy Allred & Holly Isdale
This week, I have the pleasure of speaking with Stacy Allred & Holly Isdale. Stacy is a Managing Director and Head of Family Engagement and Governance at J.P. Morgan Wealth Management. She serves on the faculty of the UHNW Institute and teaches for the Investment & Wealth Institute® (CPWA®) program. Holly is the founder of Wealthaven, a family office consulting firm she founded in 2010 after 20-plus years on Wall Street. She is also a Senior Advisor with Lansberg Gersick, a global consulting firm advising significant families on governance and succession planning. Holly teaches at Wharton and…
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