Over the last 25 years, Britt Doyle has worked with countless families through his employment at Citigroup Family Office and UBS Private Wealth Management in the San Francisco Bay Area as a virtual family CFO. After seeing many first generation wealth creators decide to forego creative solutions for inter-generational tax planning because they wanted their kids to "earn it themselves", he decided to dedicate his efforts to helping families understand the benefit of creating and sharing ownership of a family identity through Impact Investing as a catalyst for growth and financial literacy.
