Jacqueline Hicks

WORK HISTORY

EDUCATION

SKILLS

ABOUT JACQUELINE HICKS

I work with families who\'ve inherited significant assets and need clarity on what comes next.When families inherit $25M-plus in assets—especially complex real estate portfolios—the challenges go far beyond spreadsheets. You\'re suddenly responsible for properties with decades of history, trust structures you may not have created personally, and decisions that affect generations.At Bone & Gray, we help families quarterback tough decisions, coordinate communication, and avoid the pitfalls of Chat-generated advice.Our experience: In 2016, my mother inherited a complex trust with three weeks\' notice, five garage bays of banker boxes, and almost no context. That firsthand experience transforming chaos into clarity shapes our approach today.We focus on:• Deep operational expertise from managing our family\'s nine-figure real estate portfolio and SFO• Modern systems and processes that bring order to complexity• Educational resources that empower heirs to become confident stewardsCurrent work: Developing comprehensive wealth stewardship education for modern heirs—those who understand the gravity of their responsibility and want to build the skills to match it.I\'ve completed executive programs at MIT Sloan and Harvard Business School Online, and am pursuing the CPWA® and CIMA® designations through the University of Chicago Booth. We work with families, trustees, and advisors who need both strategic clarity and practical implementation.Our approach is simple: Know what you own. Know what it\'s worth. Plan for what\'s next.