Elizabeth Summers, J.D.
Director of Wealth Strategy, Family WealthServing as Director of Wealth Strategy – Family Wealth, Liz brings deep expertise in estate planning, philanthropy, and business succession planning to the Family Office Services team. In her role, Liz supports advisors in serving Family Wealth clients and contributes to thought leadership and education initiatives.
Beginning her career as a practicing trusts and estates attorney, Liz also has over six years of experience as a Wealth Strategist at UBS and Wells Fargo, gaining a strong background in serving ultra-high net worth individuals and families.
Liz earned her law degree from Washington and Lee University School of Law and her bachelor’s degree in English from Kenyon College. In addition to spending time with her husband and their rescue dog, Kiki, she enjoys running, reading, and practicing yoga in her spare time.
Previous Experience
- Senior Wealth Strategist at Wells Fargo
- Wealth Strategist at UBS
- Senior Associate at Fredrikson & Byron
- Associate at Dentons Cohen & Grigsby
- Associate at Spilman Thomas & Battle
Education & Credentials
- JD, Washington and Lee University School of Law
- BA, Kenyon College, English
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
