Recognized as 2017 People En Español's 25 Most Powerful Latinas, Elaine is the Founder and CEO of Family and Money Matters(TM) Institute whose mission is to empower the family's human and financial capital. She is an international best-selling author, keynote speaker and Certified Financial Planner (TM).
Her award-winning books include; "Family and Money Matters Next Gen", "La Familia y El Dinero Hecho Facil", "Saltarin y el valor del dinero."Elaine is also the Founder of IFAYDI, a 501(c)3 organization helping Latin families with financial empowerment located in Lima, Peru.
Elaine has more than 18 years of experience advising high net-worth families in wealth & legacy planning. Her holistic approach includes both the qualitative and quantitative aspects of wealth, focusing on trust-based family relationships. She has constructed and led teams comprised of certified financial planners, estate and tax attorneys as well as financial analysts and statisticians. She pioneers a value-based approach to improve competencies resulting in improved retention and profitability.
Her educational programs focus on empowering human and financial capacity. They have been delivered to thousands of families around the world from Fortune 500 teams, as well as international schools and nonprofit organizations.
Specialties: Elaine’s responsibilities covers the full scope of education, management, development, organizational, and strategy focused operations. Key accomplishments include transforming an institutional transactional approach to a relationship based process, forming strategic partnerships with third party providers enabling the institution to expand their advisory capabilities and differentiate themselves in a competitive market and, designing a profitability model to enhance revenue.
Submitted by guest author Elaine King, CFP®, Founder, Family & Money Matters ™ For some, it may feel like the immediate crisis of the pandemic has passed. But for others, there’s still a great deal of uncertainty and fear of...