Elizabeth Chand

Learning Stage

ELIZABETH CHAND leads the family office resource generalist team and also covers the Central Region. As a FOR Generalist, Chand provides specialized expertise to financial advisors and their UHNW clients, educating and advising across a broad spectrum of family wealth management concerns, including family legacy and governance, customized wealth education for the next generation, lifestyle advisory and concierge services, strategic estate and financial planning, and philanthropy management. Recently, Chand worked with New York Life in their advanced planning group. Previously, she ran a boutique estate planning law firm in Southern California working with high-net-worth families and businesses. She has over 15 years of experience as an attorney representing individuals and business clients in connection with the development and implementation of sophisticated estate planning strategies and techniques. Chand holds a BA and MS from the University of Pennsylvania and her JD from Chapman University School of Law. Chand also holds her Series 7, 66 and 24 securities licenses.