Heather Flanagan

Heather Flanagan serves as the Managing Director and Head of Family Office Services at Wealthspire Advisors, where key responsibilities include leading Family Office Services, participating in the Executive Leadership Team, and facilitating family meetings for ultra-high-net-worth (UHNW) clients. With prior experience as Managing Director at Rockefeller Capital Management and HSBC Private Banking, Heather has demonstrated expertise in wealth strategy, trust fiduciary services, and family governance. In addition to current roles at Wealthspire Trust as Board Chair, Heather's background includes various leadership positions in trust and estate planning across multiple organizations, complemented by a robust educational foundation in law and fine arts from prestigious institutions.