[su_quote cite=”Kristofer Gray”]Through holistic planning our advisors empower you to build a financial legacy and successfully pass it on to future generations and charitable causes.[/su_quote]
Julie Zorn / Chairperson for the LWFO Advisory Board
Julie serves as the Chairperson for the LWFO Advisory Board where she participates in setting the strategic direction of the multi-family office nationally and internationally. She brings a unique blend of experiences and resources in her board role having served as a Strategic Advisor to the Wealth Management, Financial Institution and Family Office space. Prior to consulting, she was in Global Private Banking where she held Vice President positions at Citibank Private Bank and BMO|Harris Private Bank, serving as a Trusted Advisor and Private Wealth Consultant to High and Ultra High-Net Worth Individuals, Families and Family Offices. As well, serving on Strategic Management Committees for the Financial Institutions she represented. She and her family are involved with supporting non-profits in an around her community.
Kristofer Gray / CFP®, C(k)P®, CRPS®, MPA / Principal
Kristofer Gray, CFP® focuses on private client advisory services across multiple generations within families. Born and raised in Seattle, he lives in Malibu with his wife and four children. Kristofer helps entrepreneurs and family-owned businesses create a road map for both the qualitative and quantitative aspects of wealth and succession planning. He specializes in family wealth and estate planning, private equity and alternative investments, family foundations, trust structures, family LLC planning, GRATs, and private placement life insurance contracts. Kristofer facilitates educational retreats for family offices with other nationally recognized speakers and thought leaders in the areas of family relationships, preventative medicine and holistic wellness, and advanced wealth management techniques and methodologies.
As a Certified Financial Planner®, a Certified 401(k) Professional®, and a Chartered Retirement Plan Specialist®, Kristofer helps high net worth families, including executives, to evaluate and make tailored financial planning decisions on behalf of their business, which along with real estate, typically represents the majority of the family’s net worth. He earned both his Master’s degree and Bachelor’s degree from the University of Washington, and he serves on the Board of Directors for the Association of Washington Business. Working with Kristofer gives you access to an array of the finest quality alternative investment offerings for accredited investors, as well as access to a network of high-caliber professionals, educators, and trusted advisors for your family.
Kristofer writes and presents at conferences on the topics of generational wealth, family business, succession planning, family governance, and philanthropy.
Kimberly Gray / Wellness Advisor
Kimberly Gray serves as the Director of Wellness for the Living Well Family Office and is responsible for the coordination of wellness professionals and wellness content. She draws from a depth of knowledge from her own journey towards wholeness.
As a mother of four children, and a lifelong student of wellness across the spectrum of disciplines and sciences, Kimberly is passionate about wholeness.
In keeping with the firm’s holistic approach to wealth, she believes that true wealth involves lifestyle balance, meaningful relationships, character development, and physical and emotional health.
Kimberly partners with a wide array of wellness professionals in the areas of family coaching, fitness, nutrition, leadership, and preventative medicine.
Kimberly believes that families can experience a rich state of affairs through a greater understanding of family relationships, a journey towards healthy living, identifying their passions and purpose, and deploying their wealth to enhance their lives.
Together with her husband Kristofer, Kim Gray is living proof of the Living Well concept.
Kim is excited to share her experience, skills, and depth of understanding on the topics of nutrition, family lifestyle best practices, healthy living, and creating a caring environment in the home through the Living Well Family Office.
Loren Wengerd/ Family Advisor
Loren Wengerd is intentional about families living out their callings, their health, identity and legacy. He is an advocate for stronger, healthier, and wealthier families.
As a Family Advisor for Living Well Family Office, Loren brings to the table personal experience with a family office, passionate research, entrepreneurial and pioneering skills. He has a diverse background, starting with growing up in a family of 8 in a small Amish/Mennonite community.
Before college, he lived in Wales, working with ostracized skinhead and neo-Nazi teens, many without any other intact family unit and struggling with substance abuse. As a music major at Yale University, he developed groundbreaking theories in acoustics and sound wave behavior. His entrepreneurial experience has involved book publishing, content development, wireless internet infrastructure, architectural acoustic design, electronic cigarettes and fashion.
Loren and his wife have been married for 15 years and they have three children. Together they have facilitated marriage, parenting, communication, and identity awareness discussion groups in their community. Recently, they moved their family from Seattle to Jackson, WY to help found a classical school, where he currently serves as a board member. Ardently committed to helping build safe and healthy families, Loren is excited to share his experience in vision casting for families, marriage, parenting, legacy and 4th generational succession.
Amanda Wengerd/ Family Advisor
Amanda Wengerd has mastered the balance between family life, career work and volunteering. She has home-schooled, split time between office and home, worked from home, orchestrated several family cross-country moves, and volunteers her time at school, in her community, and abroad.
Her experience, flexibility and ingenuity make her a valuable asset as a family advisor. She is familiar with the family office model having been involved with her family’s single family office since childhood.
Amanda graduated magna cum laude with a BA in Visual Environmental Studies from Harvard University. As a wildlife photographer and author, she has traveled extensively and has had the opportunity to encounter many cultures.
During her writing career she wrote children’s educational books, speaking to thousands of kids in school assemblies nationwide. Currently, she lives with her husband and three kids in Jackson Hole, WY where they moved in order to found a classical school.
As an active supporter of the fight against human trafficking, she and her husband brought a European high-end women’s fashion brand, Colette Sol, to the US, where they donate all of their profit to the cause.
She is excited to share how she has balanced work, career, children and life’s unexpected turns with grace, intentionality and wisdom, so that families can stay focused and strong in the midst of challenges and triumphs.
Lockwood Holmes Jr., MBA / Philanthropic Advisor
With over 8 years experience advising small businesses and start-up companies, Lockwood Holmes Jr. is a key part of the Living Well Family Office team.
Lockwood has a heart for families and believes the decisions our clients make today will have exponential effects on their futures. With expertise in real estate, business development, and finance, Lockwood offers an all-encompassing and unique business acumen to the firm.
Lockwood’s strengths in business development and strategy come from several years of consultative work, including his most recent experience at Frandeli Group where he increased revenue by $50 million through acquisitions and development.
From developing a micro-enterprise program for homeless entrepreneurs to being actively involved in foreign aid projects, empowering small business owners is a passion Lockwood carries out in all aspects of his life. A connoisseur of good times,
Lockwood thoroughly enjoys spending time in the great outdoors, surfing, and playing guitar.
Admand Wong / C(k)P® / Consultant
Admand Wong focuses on domestic and international private client matters. Admand helps family owned businesses understand the four great wealth capitals that should be considered; human, intellectual, social and financial. He specializes in U.S. and international estate planning, trust structures and estate administration, international real estate and tax planning for entities and individuals, FLP and LLC planning, and private placement life insurance contracts. He facilitates and organizes retreats for families with nationally recognized speakers and thought leaders in the areas of wealth, family, and health.
The Family Firm Institute, the most influential network of thought-leaders in the field of global family business, has awarded Admand the professional certifications of CFBA® in Family Business Advisory, and CFWA® in Family Wealth Advisory. Admand earned his Master’s degree in Practical Leadership from Wagner Leadership Institute, and he has also earned his Bachelor’s degree in Mechanical Engineering from Washington State University.
Admand was born a Chinese in Malaysia and was raised in a multicultural society enriched with diversity and tradition. He enjoys acting as a liaison and resource for families across the Pacific Rim and Asia. Admand lives in Bellevue, Washington with his wife and son. His family loves serving their local community and they actively support non-profit humanitarian efforts through charitable organizations such as the Genesis Project Seattle and Band of Brothers NW.
Tyler and Christie Lennon / Wellness Advisors
Tyler Lennon is the founder and owner of renowned Malibu fitness destination Cove Paddle Fitness.
An avid surfer for 27 years, Tyler’s interest in stand-up paddleboarding piqued watching surf legend Laird Hamilton gliding across the Malibu waves during the summer.
5 years ago Tyler purchased his first stand-up paddleboard and began the journey to creating one of California’s most highly regarded stand-up paddleboarding schools. After receiving his Paddle Fit Certification and full first-aid training, Tyler rejoices in his clients enjoyment, safety, and connections forged between family and friends during paddle-boarding.
Tyler is an ordained Pastor and founded the Non-Profit organization ‘Life Connections International’ 14 years ago. Along with his wife Christie, Tyler has taken several hundred people around the world to serve people in need. His love and knowledge of the ocean and for the sport of SUP and his experience of working with people from all walks of life, brings together a great combination to run a successful business and pass on the lessons of living a life in balance.