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).
