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Attract and Engage Women of Wealth and Purpose

For Institutions

(Financial service firms, foundations, family offices, girls schools, and colleges and universities)
Institutions often struggle to engage female clients, donors and constituents, missing opportunities to align with their values. They underutilize the potential of high-net-worth women and fail to address barriers like financial literacy gaps and trust issues, limiting impact.

Do you struggle to authentically engage female clients, constituents and prospects?

Traditional approaches often overlook the unique motivations and preferences of women.

IMPLEMENT Women-Centric Strategies

Gain insights and tools to better engage women of wealth and purpose through tailored strategies that reflect their values and aspirations.

Do you want to build relationships that truly reflect and honor women’s values?

Institutions often lack the frameworks to understand and address women’s holistic wealth and impact aspirations.

Build Deepened Relationships

Build authentic, long-term connections with women who are eager to align their wealth, philanthropy, and influence with institutional missions.

Are you eager to activate women’s potential and influence?

Institutions often underutilize the resources and influence of high-net-worth women driving meaningful change.

Increased Giving and Support

Activate women as donors and contributors by addressing their unique barriers and empowering them to take action.

Are you looking address women's barriers to action?

Institutions often overlook barriers like financial literacy gaps, lack of trust, and feelings of overwhelm faced by women.

Support Next-Gen Leaders

Foster leadership and engagement among younger women through programs that build confidence, financial literacy, and impact potential.

Missed Opportunity!
$ 0 Billion

Women control over $10 trillion in U.S. wealth, yet most don’t feel their advisor understands them or their values. A $700 Billion Missed Opportunity.

I collaborate with institutions—financial service firms, charitable organizations, and foundations—that seek to attract and engage high-net-worth and ultra-high-net-worth women in meaningful, transformative ways. 

  • Build Genuine Connections: Develop authentic relationships with women by understanding their unique needs, aspirations, and challenges.
  • Offer Transformational Experiences: Provide impactful programs and services that go beyond transactions, empowering women to align their wealth with their values.
  • Create Lasting Partnerships: Play an ongoing role in their journeys, supporting them in life planning, strategic giving, and legacy building.

I bring unmatched expertise to these partnerships in the following ways:

  • Specialization in working with women for over 30 years, offering unparalleled insights and guidance.
  • Combine professional expertise with life experience, including raising three children, managing caregiving for five elders, and navigating other life challenges familiar to many women.
  • Bring personal understanding as a wealth manager of her own assets and a creator of a strategic giving plan.
  • Aam a female business owner, lead breadwinner, and thought leader in women’s wealth.
  • Cconducted cutting-edge research to identifyon what women truly want in financial and philanthropic engagement.
  • A a bestselling author and dynamic speaker who inspires and empowers audiences.

Together, I will work with you to  craft innovative solutions that resonate deeply with women, offering them a transformational journey while positioning your organization as a trusted partner in their success

Establish your institution as a leader in women’s wealth, engagement, and impact.

HOW WE CAN HELP:

Life Visioning, Transitions & Wealth Navigation

At Luma Thrive, we guide women through The Lumination Process, a structured coaching experience that helps you define your future and navigate financial relationships with confidence.

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Design, Development and Training for Advisors

Luma Thrive partners with RIAs, wealth advisory firms, and family offices to equip advisors with the skills, frameworks, and strategies to build meaningful, lasting relationships with women of wealth and purpose.

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Keynote Speaking & High-Impact Partnerships

Heather Ettinger, founder of Luma Thrive, is a recognized expert in women’s wealth, philanthropy, and succession planning. She delivers compelling, action-oriented keynote speeches that inspire audiences and drive meaningful industry change.

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