#13: What Does a Property Advisor to the Ultra-High Net Worth do?

Our guest today is Judy Boerner-Rule, president of Tapestry Associates. Judy has a deep history of managing luxury hotels, food and beverage, and private club management. She was recruited in 2002 to manage the private residential estate of a high-profile family, with her responsibilities gradually evolving into the role of Senior Director of Operations for all of the family’s residential estate operations. In 2006, she met Randy Gantenbein and Anne Lyons, whom with Judy would become co-founders of Tapestry Associates. Judy describes Tapestry Associates as a property and personal lifestyle advisory for individuals and families of significant wealth. It was founded with the goal of helping principals and their advisors optimize the investment of their enjoyment capital. Judy shares with us which types of services Tapestry provides to achieve this goal and the three categories that her clients usually fall under. She also provides the points to consider to determine the need for property and personal lifestyle advising. Tapestry Associates: https://www.tallc.com/