Kristen Hoffman Lehrer

Senior Vice President @Wells Fargo

Raleigh-Durham, NC, US

Kristen Lehrer serves as Senior Vice President and Senior Philanthropic Specialist for Wells Fargo Philanthropic Services within The Private Bank. Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services. Kristen Lehrer helps individuals and families to define and achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, estate planning, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Mrs. Lehrer collaborates with her clients and their other advisors to leverage their resources to maximize the impact of their philanthropic activities.

East Carolina University - College of Business

BS