AUM/Boston Magazine featured an article on “The Philanthropy Talk: How Do I Do It & Why Do I Have To?” in their February/March 2019 issue. The event, hosted by The Boston Foundation, The Boston Estate Planning Council, The Philanthropic Initiative, and the Massachusetts Society of CPAs, was a panel discussion focusing on the results of a 2018 TPI study on discussions about philanthropy. The panel, featuring Senior Client Advisor Sheila Lawrence, MALD, CFP®, CAP®, discussed both the key findings of that study and the wealth of knowledge and experience from their careers. Read more about the event in AUM/Boston Magazine.

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.