CPA Summit - What are Family Office Services?

Heather Flanagan leads Wealthspire Advisors’ family office services, offering family office accounting, wealth strategy and single-family office support services. Heather is also a member of Wealthspire Advisors’ executive leadership team.  

In addition to her role at Wealthspire Advisors, Heather serves as the chair of the board of directors for Wealthspire Trust, a Tennessee-based trust company that offers trust administration solutions to multi-generational families.   

With deep expertise in wealth management and trust services, Heather has had held several executive-level positions at Rockefeller Capital Management and HSBC Private Bank. These positions provided Heather with the opportunity to build and manage teams focused on trust and family office services, serve on several trust companies’ boards and as a member of these firms’ executive committees. Heather also has deep experience working with ultra-high-net-worth (UHNW) families as a practicing attorney and philanthropy advisor. Since joining Wealthspire Advisors, Heather continues to work with UHNW families and facilitates multi-generational family meetings.  

Heather is an active member of several industry organizations, including the UHNW Institute as a Leaders Council Member, Family Wealth Alliance, and Society of Trust and Estate Practitioners. Heather received a J.D. from Creighton University School of Law and LL.M. in Taxation from the University of Florida – Frederic G. Levin College of Law. She holds the certified specialist in planned giving (CSPG) designation and is a Certified 21/64 Advisor.

Amanda has been in the financial services industry since 2010 and joined Wealthspire in 2020 through the acquisition of StratWealth. As a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, Amanda has made it her life’s mission to ensure that every woman, in any walk of life, understands her wealth in a real and meaningful way.

As a CDFA® professional, since 2014, Amanda has used her expertise in high-asset divorces to help clients determine the short-term and long-term financial impacts of any proposed divorce settlement. Her background in financial planning equips her with the necessary skills to analyze and provide expertise to both clients and attorneys related to the financial issues of divorce. Amanda believes that women have a valuable seat at the wealth management table and is passionate about guiding couples, divorcees, and widows to their own financial empowerment.

In 2021, Amanda was included in InvestmentNews’ 40 Under 40 list, and she was named an Advisor to Watch by AdvisorHub in 2022. She is a frequent speaker on financial topics at industry conferences and has been quoted in Barron’s, CNBC, and many other industry publications.

She serves as Co-Chair of the Women In Finance Committee for the Financial Planning Association's Maryland Chapter and is actively involved in the Howard County Collaborative Professionals group as Vice President. She also serves on the Advisory Council of the McDaniel College Women's Leadership Network and is a member of the Amicable Divorce Network.

Alongside her sister, Amanda co-authored, “The Health & Wealth Sisters 360° Action Plan: Total Self-Care for the Modern Woman’s Fiscal, Physical, and Emotional Well-Being.” She hopes this book will show women that putting themselves and their health and wealth first is the most selfishly selfless thing they can do for themselves, their friends, and their families!

In her free time, she enjoys spending time with her friends and family, traveling, and being active. Amanda currently resides in Sykesville, Maryland with her husband, three daughters, and their two labs.