Meg Holliday

About Meg Holliday

The second and third generations of ultrahigh-net-worth families have the tremendous responsibility of stewarding their family’s wealth and face a world where unfortunately there is often tremendous wealth loss by the end of the third generation. I am focused on working with the second and third generations to help them achieve a lasting legacy for their family and become successful inheritors of wealth. There is often a lack of open communication between family members about money. We work with families to bridge that gap and provide the education and resources that will lead them to even greater financial success in the future. My clients feel a sense of responsibility for their financial future and value advice around how to manage their wealth. I start by discovering what is most important to them and once that definition of success is clear, we begin a process toward achieving their long-term goals and carrying their family’s legacy forward for their children and grandchildren.I am motivated by the opportunity to help families. Having a family of my own, my husband and I hope to instill the same appreciation for hard work and financial responsibility in our children. SPECIALTIES:Multi-Generational Families, Multi-Generational Wealth Transfer, Charitable Giving, Business Owners, Pre-Transaction Planning, Private Wealth Advisor, High Net Worth Individuals, Investment Advice, Asset Allocation

Experience

1. Vice President

   Bernstein Private Wealth Management

   Oct 2011 — Present · Houston, TX, US

Education

• Washington and Lee University

  Bachelor of Science (B.S.)

  2005 — 2009