Partner and Senior Client Advisor Sheila C. Lawrence, MALD, CFP®, CAP®, was a featured panelist at an event hosted jointly by The Boston Foundation, The Boston Estate Planning Council, The Philanthropic Initiative, and the Massachusetts Society of CPAs entitled “The Philanthropy Talk: How Do I Do It & Why Do I Have To?”. The group discussed key findings of a 2018 study conducted by TPI, and changes since their research was last conducted five years ago. Sheila and the other panelists shared insights from years of experience working with clients on their philanthropic goals and discussing their values.
Sheila is a Partner and Senior Client Advisor at the firm. A significant portion of Sheila’s practice involves estate planning, wealth transfer and investment management with a particular focus on philanthropy, financial education and coaching for the rising generation. Sheila works closely with each member of a family to ensure continuation of values from one generation to the next. Prior to joining the firm in 2007,Sheila earned a Master of Arts in Law and Diplomacy (MALD) from The Fletcher School of Law and Diplomacy, concentrating on international business and international trade policy. She completed an internship in Singapore with the Government of Singapore Investment Corporation, researching emerging market investment risk management. Prior to that, Sheila worked at Bear Stearns & Co., Inc. in the credit risk management department. She managed credit risks across the firm’s derivatives transactions portfolio, including those for high net worth clients. Sheila is actively involved in the Boston Estate Planning Council, serving as the chair of its Public and Community Outreach Committee. She is past co-chair of the Professional Advisors Network at The Boston Foundation. Learn more about Sheila Lawrence.