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Breakout

Judi Cunningham

Founder, 

Trella Advisory Group

Judi is passionate about working with families as they manage wealth, operate businesses, and strive toward deeper connection and long term strength.
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An Expert Panel Analyzes Exit Options

About Judi

As the founder of the Trella Advisory Group, Judi is passionate about working with families as they manage wealth, operate businesses, and strive toward deeper connection and long-term strength. She has dedicated her career to helping families of wealth and business families thrive. With a holistic view of their needs, Judi facilitates alignment and decision-making processes with strategic thinking and adept facilitation. It was these career-long commitments that led her to form Trella. With a Master’s Degree in Family Systems Counseling and over 20 years consulting with complex enterprising families, family offices and professional advisors, Judi is a creative and deep thinker. She is a designated Family Enterprise Advisor (FEA), a Certified Exit Planning Advisor (CEPA) and on the Advisory Board for the Purposeful Planning Institute (PPI).

  • 2023 Summit
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  • 2023 Summit
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  • 2023 Summit
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