Judi Cunningham
Jul 15, 2024•56 min•Season 3Ep. 6
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Judi Cunningham is the founder of Trella Advisory Group, a consulting firm that works with family enterprises and families of wealth. She holds a Master’s in Family Systems Counseling and over 25 years of experience working with complex enterprising families. Judi is known for her innovative educational initiatives. She pioneered the Family Enterprise Advisor Program, establishing global standards for professional advisors. Judi serves as the Chair of the Board for the Purposeful Planning Institute which helps advisors serve families of wealth.
For the best experience, listen in Metacast app for iOS or Android