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Lisa McCurdy




💎Wealth transfer Legal Counsel to the financially successful via Legacy on Purpose®️ 💎Values-based legal strategist, translating dreams of savvy business leaders into legacy roadmaps across generations 🧭 Let us CELEBRATE YOU thru Legacy on Purpose℠ 🎉 🎯Inherently Strategic • Legacy on Purpose®️ 🎙your next Podcast guest 🗣Ask me about: 💫Family land and Preservation Trusts 💫Tax-advantaged Wealth-transfer 💫Wealth preservation for High net-worth 💫Legacy Roadmap®️ 💫Navigating family drama 💫Board Leadership 💫Breaking through glass ceilings as a “first” ☮️Giving #peaceofmind | dropping into financial conversations to amplify need for estate and asset protection planning Founder of Clubs: 🏠Legacy on Purpose®️ 🏠”Sankofa” Leadership Philosophy 🏠The Financial Power Team 🏠Rotary International Co-Founder: 🏠30% Women on Boards 🏠Alpha Females ✍️🏽Published author: “Legacy on Purpose℠: A Journal That Celebrates Life” - 📚🎉👩‍👩‍👧‍👦When shared as a family exercise, families discover what unites and guides them to establish a common vision, feel deeper connections, and become stronger.🎁🛍(Link in IG bio.) 👑Legacy is a transfer of the expression of one’s values through the opportunities afforded beneficiaries by the resources left in their care. By all means, Legacy on Purpose®️ ⚖️Managing Partner @TheWealthCounselor | Counsel to high net-worth (HNW) and aspiring HNW💰($1M to $30M) 🌱Founder @DefiningLegacyGroup | Consulting generations of families • building stronger bonds across the generations and throughout the branches of the family tree on common purpose • shared values, and productivity 🧠 Cross-party collabs Current Boards 🎬: President-elect, Rotary Foundation Washington, D.C. | 💰distributing $170,000+ grants annually to D.C. non-profits 🤝 St. Anselm’s Abbey School Board • NASH (Nat’l Alliance Safe Housing) Board • AEI Leadership Network Former 🤲🏽: 💡‘18-‘19 President, D.C. Rotary Club (est. 1912) | First African American elected Girls on the Run-DC • The Madeira School Alumnae Council • The Phillips Collection Contemporaries (young collector’s Board of the first modern art museum in the U.S.) Former 🗄: Hill&Knowlton | RuderFinn | Clinton1 🖼️ Art, ✈️🛳 Travel, & 🏛️ Museum lover 🎃 Halloween baby 📍DC (& native too) | USA 🇺🇸 ΔΣΘ & Links 🔗Let’s connect here and on LinkedIn: Donate to D.C. Rotary Foundation - 501(c)(3) supporting #DC nonprofits 🤲🏽 here: