From Hollywood to High Net Worth: How Heather Flanagan is helping redefine family office services in the RIA Industry

Everyone’s journey to financial services is unique, and Heather Flanagan’s is no different. Currently the Head of Family Office Services at Wealthspire Advisors, she oversees the firm’s enhanced family office service platform as well as trust and estate services. Prior to that, she was the head of trust and family office services for Rockefeller Capital Management and the President of its trust companies. Heather started her career in Hollywood and was a practicing attorney and philanthropy advisor before she switched gears to serve ultra-high net worth families. Today she’s a fierce advocate for women and serves on the Board for the National Women's Hall of Fame. Here’s why she’s a game changer. Please see Important Disclosure Information at the end of this presentation.Sources:https://www.investmentnews.com/wealth-management-needs-more-female-advisers-204509IMPORTANT DISCLOSURE INFORMATIONWealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services.  While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.©2026 Wealthspire