What do you enjoy most about wealth management?
Helping clients identify their personal values and build a life actualizing their dreams and aspirations.
What do you love most about being part of Aspiriant?
That Aspiriant is a values-based, living, breathing organization where the team is inspired by what they do every day for our community of clients.
What professional accomplishments are you most proud of?
Coaching and mentoring others to progress in their careers by living their professional passions; designing and executing successful organic growth strategies for my firms and my clients’ businesses; co-founding the Women Business Collaborative to accelerate progress for all businesswomen.
What quality of yours makes you best suited to what you do?
My passion for team collaboration and being inspired and proud of the professional evolution of others.
How should people think about their wealth?
As a gift and a journey – A gift because they can construct a life of value and impact and as a journey because it usually takes time and planning to bring those values to life. Having a life of positive impact on others and in our communities is our true legacy.
What do you love to do outside of work?
Taking nature and ocean walks, playing keyboards and composing music, and creating textile art to relax my brain and refresh myself.
What would you be doing if you weren't working for Aspiriant?
Aspiriant’s values, strategy and structure are a reflection of my personal and professional values — so I can’t imagine working anywhere else!
What was the most influential book you've read and why?
“Elizabeth I, CEO,” by Alan Axelrod, Ph.D. The book takes a fresh approach and reframes the life and accomplishments of Queen Elizabeth I (from the 1500s) as a woman who led momentous transformation during her time as the country’s “CEO.”
Lynne is the Chief Practice Officer and a partner of Aspiriant. She is responsible for leading all client service lines across the country encompassing client growth, strategic planning, service delivery and optimal resource allocation. She specializes in strategic planning, business development initiatives to grow revenue while concurrently coaching the next generation, and succession strategies to resolve interrelated objectives for all generations of the firm or family.
She has more than 25 years of experience working with high-net-worth individuals and families. Previously, Lynne was CEO of Perelson Weiner, a Best of the Best New York City-based high-net-worth accounting firm; President of Wealth Architects, a Silicon Valley-based Registered Investment Adviser; and Partner-in-Charge of one of the largest multi-family offices in the United States during her 12 years with Seiler LLP.
Lynne is the co-founder and Chair of Strategy of the Women Business Collaborative, an unprecedented alliance of 50 women’s organizations and millions of executives collaborating to accelerate change for businesswomen. She formerly chaired the Board of Watermark, Silicon Valley’s premier women’s networking organization. She also served as vice chair, Strategy and Emerging Technologies Section, for the American Accounting Association and co-chair, Business Transformation Committee, for the PrimeGlobal International Association.
Lynne is certified by Harvard’s Executive Education in Leading Professional Services Firms and attended Northwestern University. She is a frequent keynote speaker and panelist on succession planning, strategy and culture, business innovation, multi-generational family issues and women’s leadership.
Passionate about art, Lynne’s travels always include visits to the local art museums. She also supports local farmers by shopping at farmer’s markets in beautiful California.