Jill Shipley

Jill has dedicated over 20 years to helping families, family offices, foundations and family enterprises navigate the unique opportunities and challenges that arise with significant financial wealth. Her experience includes past roles at Cresset Capital and the Institute for Family Culture at Abbot Downing.

An in-demand speaker and author, Jill’s ideas have appeared in books such as Reshaping Reality, Family Office Fundamentals, Wealth of Wisdom and Kids, Wealth and Consequences, and in media such as the Wall Street Journal, Financial Times, Trust & Estates Magazine, Barron’s and Financial Advisor. She is also an educator, having developed curricula on philanthropy, family governance and other personal financial topics and taught courses at Stetson University’s School of Business and the University of Pennsylvania’s Wharton Executive Education Wealth Management Program.