Trusted Advisor for Multigenerational Clients
Our Principal, Monica Walter, has more than 30 years of experience as a successful business leader, family office executive, and educator. She is dedicated to helping families flourish and fulfill the potential of their legacy through continual learning experiences, thought leadership, governance, succession and continuity planning, philanthropy, and strategic goal setting.
Consultant for High-Net-Worth Families
For over 16 years, she has been working with and advising multigenerational clients to ensure that their wealth, values, and legacies are passed from one generation to the next.
While she was an essential member of the leadership team and Vice President of the Family Governance and Development for a single-family office with multiple foundations, she had broad responsibility for developing strategies and tactical initiatives.
She has developed and executed plans across several areas, including:
- Family Governance and Dynamics
- Continuity and Succession Planning
- Customized Integrated Education Programs and Curricula
- Opportunities and Initiatives To Build Business and Financial
Competence for Families - Personal and Career Development
- Board Training
- Onboarding Programs for Family and Staff
- Investment Programs for Younger Generations and
Women’s Only Groups - Family Councils
- Client Meetings and Retreats
- Financial Planning
Launching New Initiatives
Successfully launched and managed new initiatives.
These include:
- Designed and built the infrastructure as well as family wealth education and development curricula from the ground up.
- Created customized personal development and multi-tiered, differentiated education plans and dashboards to ensure future generational growth, governance, and stewardship.
- Initiated, cultivated, and managed global and domestic bench-marking with other family offices and private foundations building relationships, sharing best practices and lessons learned.
International Career
Monica brings a unique background to her roles with a career that spans continents and diverse experiences across international businesses, family offices, financial planning, science, education, and development.
She lived outside the United States in Africa, Australia, Portugal, and the United Kingdom. Because of this, she brings a broad global perspective, sensitivity, and understanding of many cultures and diverse perspectives. Monica is a travel enthusiast.
About Her Work in Various Countries
Monica began her international business career in strategic marketing and commodities analysis at Middelburg Steel and Alloys, Ltd. and EXXON, while living in London, England, and Johannesburg, South Africa.
She was instrumental in opening the London office for Middelburg and was the company's liaison for British Steel, Commodities Research Unit, and various other companies.
Academic Background
Following her business career, she spent several years as an educator and curriculum developer in science and gifted education. Monica continued to build and refine her skills in leadership, mentoring, organizational change, and problem-solving.
She holds a Master’s degree in Business Administration and Management of Technology from Georgia Tech University and a Bachelor’s degree in Biology from the University of Delaware.
Other Credentials
Monica is also a financial planner and has earned her Certified Financial Planner (CFP) certificate from Emory University. She’s an active member of the Atlanta Estate Planning Council and the UHNW Institute.
She is also a registered mediator and arbitrator, and a Certified Professional Facilitator for Stratton Interpersonal Leadership Styles.
She is a thought leader and sought-after speaker in the industry. Additionally, she has attended multiple conferences speaking in the areas of family governance, family meetings, education, and development.
Monica is passionate about volunteer work and has been actively involved in the non-profit sector for years, including being a board member of Gilda’s Club Greater Atlanta and the Cancer Support Community of Atlanta since 2007.
Consult With Our Experts Today
We will help you develop strategies that ensure your family’s success.
Contact us today at Family Enterprise Bridges, LLC, to learn more about our services.