Lisa Clifford
Managing Director @ Callan Family Office | Strategic Advisory Services for Founders I Business & Transaction Advisory
- Role
- Managing Director, Business & Transaction Advisory at Callan Family Office
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
Experience
Managing Director, Business & Transaction Advisory
Apr 2024 — Present
With more than 20 years of experience advising entrepreneurs as they prepare for future transitions, Lisa co-leads Callan Family Office’s business and transaction advisory practice, which provides M&A advisory services, along with education and tax strategies focused on maximizing the after-tax value for founders and their families.At Callan Family Office, Lisa works with owners to align their personal goals with their objectives for their business, sharing strategies to reduce income and estate taxes. She also works closely with the broader Callan Family Office team to ensure continuity as owners seek to transition to post-sale planning and investing for their futures and legacies.
Education
St. John Fisher University
BS Management, Finance
1987 — 1991
Skills
- Leadership
- Wealth
- Asset Management
- Financial Planning
- Portfolio Management
- Loans
- Estate Planning
- Public Speaking
- Financial Advisory
- Wealth Management Services
- Strategy
- Retirement
- Strategic Financial Planning
- Investments
- Financial Services
- Relationship Management
- Small Business
- Non-Profits
- Finance
- Nonprofits
- Business Development
- Wealth Management
- Loan Origination
- Marketing
- Financial Analysis
- Investment Advisory
- Asset Allocation
- Banking
- Risk Management
- Investment Strategies
- Executive Management
- High Net Worth Individuals
- Retirement Planning
- Investment Management
- New Business Development
- Credit
- Management
- Strategic Planning
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