Heather Flanagan, J.D., LL.M Taxation, TEP
Managing Director, Head of Family Office Services
Heather Flanagan leads Wealthspire Advisors’ family office services, offering family office accounting, wealth strategy, and single-family office support services. Heather is also a member of the firm’s executive leadership team.
In addition to her role at Wealthspire Advisors, Heather serves as the chair of the board of directors for Wealthspire Trust, a Tennessee-based trust company that offers trust administration solutions to multi-generational families.
With deep expertise in wealth management and trust services, Heather has held several executive-level positions at Rockefeller Capital Management and HSBC Private Bank. These positions provided Heather with the opportunity to build and manage teams focused on trust and family office services, serve on several trust companies’ boards, and as a member of these firms’ executive committees. Heather also has deep experience working with ultra-high-net-worth (UHNW) families as a practicing attorney and philanthropy advisor. Since joining Wealthspire Advisors, Heather continues to work with UHNW families and facilitates multi-generational family meetings.
Heather is an active member of several industry organizations, including the UHNW Institute as a Leaders Council Member, Family Wealth Alliance, and Society of Trust and Estate Practitioners. Heather received a J.D. from Creighton University School of Law and an LL.M. in Taxation from the University of Florida – Frederic G. Levin College of Law. She holds the certified specialist in planned giving (CSPG) designation and is a Certified 21/64 Advisor.
Previous Experience
- Managing Director – Head of Trust Fiduciary and Family Office Services at Rockefeller Capital Management
- Managing Director – Head of Private Wealth Solutions – Americas at HSBC Private Banking
- Director at PNC Wealth Management
- Attorney – Private Practice – Trusts & Estates
Education & Credentials
- BA, University of Nebraska – Lincoln
- MFA, University of California – Los Angeles, Film/Video and Photographic Arts
- JD, Creighton University School of Law
- LLM, Taxation, University of Florida – Frederic G. Levin College of Law
- Certified Specialist in Planned Giving – University of California, Long Beach
- 21/64 Certified Advisor
- Member of STEP – Society of Trust and Estate Practitioners
- Leaders Council Member – The UHNW Institute
- Member – The Purposeful Planning Institute
- Powerwomen Awards 2024 - USA Judge
*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.
