Beatrice in the News:
June 13, 2024
Sharelle Burt
The daughter of famous Black financier Reginald Lewis followed in her father’s footsteps by opening Beatrice Advisors to help families like hers.
May 4, 2026
Beatrice Advisors, a leading wealth management industry participant servicing the North American family office and family wealth industry, has been selected as a winner in the following category at the Thirteenth Family Wealth Report Awards 2026 program.
Mar 18, 2026
Beatrice Advisors, a prominent firm servicing the North American family office and family wealth industry, has been selected as a finalist in the Multi-Family Office (New Entrant) category at the Thirteenth Family Wealth Report Awards 2026.
Jul 28, 2025
With Intelligence
Beatrice Advisors is looking at niche private credit funds, with a particular interest in special situations.
