Beatrice Advisors

Overview

Beatrice Advisors, L.P. is headquartered in New York and serves families, foundations, and organizations through investment management, wealth advisory, and institutional advisory services.²³ The firm supports high net worth and ultra high net worth individuals, families, and institutions.⁶ Its website states that the firm has 12 full time professionals and 4 partners.²

History

Christina Lewis founded Beatrice Advisors in 2024.² She is identified on the firm’s website as Founder, Beatrice Advisors.³ The firm’s name refers to TLC Beatrice International, whose history the founder page connects to Reginald F. Lewis’s 1987 founding of TLC Group, L.P. and acquisition of Beatrice International Foods.³ The same page states that Loida Lewis became chief executive after Reginald F. Lewis’s death in 1993 and oversaw the company’s liquidation in 1999.³

Timeline

1. 1987Lewis’s 1987 founding of TLC Group, L.P.
2. 1993Lewis’s death in 1993 and oversaw the company’s liquidation in 1999.
3. 2024Christina Lewis founded Beatrice Advisors in 2024.

Leadership

Christina Lewis is the firm’s Founder.³ The website also states that Beatrice Advisors has 4 partners.²

Services

The firm integrates portfolio construction, tax aware strategy, and coordinated advisory work.³ Its investment management work includes tax aware asset allocation, manager research and due diligence, liquid exposure, alternative investments, and oversight of existing portfolios and managers.⁴ Wealth advisory work includes balance sheet construction, cash flow planning, scenario analysis, tax and estate coordination, insurance review, and liquidity planning.⁴ The firm also coordinates with accountants, attorneys, insurance specialists, brokers, and other professionals.⁴⁵

Institutional advisory engagements can include outsourced chief investment officer support, foundation and endowment oversight, governance and reporting, investment policy design, manager review, and one time analyses or special projects.⁴ The firm says it maintains open architecture, avoids proprietary products, and structures engagements for each family.⁴ Each family works with a three person service team consisting of an investment professional, a planning and governance professional, and a client service professional.⁵ Governance work can address shared property, philanthropy, succession decisions, and family communication.⁵

What the firm offers

• Investment management
• Tax planning
• Philanthropy
• Family governance and education
• Risk and insurance
• Private and alternative investments

Client focus

The firm identifies women wealth holders, entrepreneurs and business owners, multigenerational families, and private foundations among its service audiences.⁶ Its regulatory directory lists financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other advisers.⁷ The directory lists percentage of assets under management and fixed fees among its fee types.⁷

Investment philosophy and approach

The firm says its approach combines tax aware investing, manager research, liquid and alternative exposures, and oversight of existing portfolios.⁴ It describes open architecture and an absence of proprietary products as part of its operating approach.⁴ Its stated guiding values include excellence, authentic relationships, honest stewardship, inclusivity, positive family impact, and enduring solutions.²

Assets and minimums

The directory record reports $282,319,530 in regulatory assets under management as of June 15, 2026.⁷ It lists 3 non high net worth individual accounts with $608,066, 16 high net worth individual accounts with $249,661,260, and 1 charity account with $32,050,204 as of that date.⁷

By the numbers

FAQs

Related resources

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  This page helps compare multifamily offices serving New York families and business owners. It can help readers assess which service areas, such as investment management, tax planning, philanthropy, governance, insurance, and private investments, match their own planning needs before contacting a firm.

• Network siteCapitalGainsTax.com

  These guides explain capital gains tax concepts and planning considerations for investments, business interests, and property. A reader evaluating Beatrice Advisors can use them to prepare questions about tax planning alongside portfolio decisions, private investments, philanthropy, and potential asset sales.

• Network siteFamilyOffices.com

  FamilyOffices.com offers background resources and a community focused on single family offices and wealthy families. Readers can use it to understand common governance, education, investment, philanthropy, and risk topics that may arise when considering an independent multifamily office.

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Sources

1. SEC Form ADV , filed May 16, 2025; directory data as of June 15, 2026.
2. About , accessed October 23, 2026.
3. Founder , accessed October 23, 2026.
4. Services , accessed October 23, 2026.
5. Wealth Advisory , accessed October 23, 2026.
6. Who We Serve , accessed October 23, 2026.
7. Directory record supplied by requester, as of June 15, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.