💎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 Perpetuated™ 

🎙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, #LegacyonPurpose℠  

⚖️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:
http://linkedin.com/in/lisamccurdyhankins

Donate to D.C. Rotary Foundation - 501(c)(3) supporting #DC nonprofits 🤲🏽 here: https://bit.ly/2JuNdWO

Lisa McCurdy - Clubhouse

Lisa McCurdy

Bez Rengifo