Passionate about helping families navigate wealth, business, succession, and legacy, Judi has over 25 years of experience with family enterprises, family offices, and professional advisors. She creates safe, respectful spaces to address complex, emotionally charged issues, guiding families toward alignment across generations. A trailblazer in the field, she founded the Family Enterprise Advisor program and has been a Visiting Scholar at Kennesaw State University in Atlanta. She holds FEA, CEPA, and ICD.D designations and serves as the Chair of the Board for the Purposeful Planning Institute Board.