Lisa McCurdy I.

About Lisa McCurdy I.

Known as the Legacy Architect™, Lisa G. McCurdy’s conflict resolution techniques help high-net-worth families protect wealth while minimizing intergenerational discord.Well-known as a trusted collaborator and sought-after thought leader, Lisa has a remarkable breadth of leadership and operational experience over her 30+ year career. Lisa simplifies complexity, builds community, gives voice to the unexpected leader, drives innovation, and consistently creates value. Having served on boards of many types, Lisa brings a deep understanding of stakeholder priorities and a vision of boardroom excellence. Lisa counsels families with $10M+ in complex, multigenerational wealth and is the creator of Legacy on Purpose®, a modern framework that helps families align values, voice, and vision alongside their legal and financial structures. She brings extensive expertise in guiding high-net-worth families to move beyond transactional estate planning and into what she calls living legacy—an intentional practice of aligning wealth, values, and vision across generations. Her work sits at the intersection of strategic discipline and relational clarity. Lisa is passionate about helping high net-worth families - the $10M to $30M net-worth family, often overlooked during the generational wealth conversation. Drawing from her background in estate and asset-protection law, she helps family leaders and their advisors foster communication, generational alignment, and purpose-driven stewardship.Find Lisa keynoting on corporate and non-profit stages and leading workshops on leadership and governance, planned giving and philanthropy, and wealth preservation and family communication. Her audiences consistently describe her as warm, grounded, and thought-provoking—combining the precision of an attorney with the empathy of a facilitator.

Experience

1. Managing Partner

   The Wealth Counselor Llc

   Jun 2000 — Present · US

   Securing legacies via Legacy on Purpose® Responsible for establishing strategic goals and objectives, supervising daily activities, monitoring performance, and driving business growth.The Wealth Counselor, LLC was founded to educate the community and create an environment where estate and asset protecting planning is a multi-generational celebration of legacy. We are reshaping the conversation from death, dying and disability to principles, values and unique gifts.The Wealth Counselor is an estate and asset protection planning law firm with a nationwide partnership team of financial management, insurance and tax planning professionals.Creating your legacy does not happen overnight, and it doesn’t come without a strategy. A legacy is not only what you leave behind, but the impact you make on others while alive. That’s the Legacy on Purpose® Method.Think about the legacy you wish to create and the impact you want to make. A legacy can come in many forms. It can be financial, institutional, instructional or wish fulfillment, or the sharing of values and life lessons. A strategy can help you organize your efforts and is essential to keep you on the path that leads to success and a unique Legacy Roadmap®.

Education

• Georgetown Law

  Juris Doctorate

  1989 — 1992

• University of the District of Columbia

  BA, Political Science

  1985 — 1989

Skills

• Non-Profits
• Asset Protection
• Public Speaking
• Estate Planning
• Planned Giving
• Trusts
• Wills
• Corporate Governance
• Corporate Law
• Business Formation
• Powers of Attorney