Beatrice in the News:
May 3, 2022
Inc
The founder of several nonprofits, Christina Lewis invests her time and her money trying to make the world a more equitable place. Wealth coach Christina Lewis, 42, owner and president of C Lewis Services, a New York-based boutique advisory firm targeted at high net worth individuals, brings a unique perspective to her clients: She's as wealthy as many of them. Lewis relies on her own personal experience to advise clients--typically, she says, people who care about positive impact and have intentions of leaving a legacy to their family and to charity. "I focus on helping my clients get a proper team and system in place," says Lewis. "Ironically, these specialists, including myself, should pay for themselves through increased income or strategies for reduced spending via cash flow planning, greater attention to fees and insurance and other tools," she says.
Read the full article on Inc.
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.
