Hi… I’m Hannah.
My writing and research cover a wide range of topics – wealth creation, luxury lifestyles, how money affects priorities and decision-making, wealth management, alternative investments, family offices, philanthropy, legacy planning, considerations when selling a business, advisory best practices and financial technology – but generally share the theme of how successful families and their closest advisors work together effectively.
I’m the co-author of 11 data-based books – including Maximizing Personal Wealth, The Family Office and Fame & Fortune – and hundreds of reports and articles. My work on family offices has been translated into Chinese and Japanese and I’ve spoken on topics related to the high-net-worth markets at Columbia University’s Center for the Study of Wealth and Inequality and as a repeat guest lecturer at The Wharton School of the University of Pennsylvania. I’ve been a regular contributor to Robb Report Lifestyle, Worth, Forbes.com, Financial Advisor, Rep (before it was WealthManagement.com) and the Journal of Financial Planning and am a frequent source for financial journalists and bloggers that cover high-net-worth and wealth management beats.
My life and career have been filled with extraordinary experiences that stemmed from an aversion to intellectual boredom and a general willingness to try anything once. I’ve worked at Fortune 500 companies and been self-employed. I helped launched a print magazine (at the worst possible time) and a fintech start-up (that’s now a certified unicorn). I studied at Harvard University and Scripps College and have traveled extensively for fun and business starting in early childhood. These days I’m working in philanthropy while isolating in New Jersey with my long-time partner and our pets.