Heather Flanagan

Q: What is Heather Flanagan email address?

Email Heather Flanagan at heather.flanagan@wealthspire.com. This email is the most updated Heather Flanagan email found in 2026.

Q: How to contact Heather Flanagan?

To contact Heather Flanagan send an email to heather.flanagan@wealthspire.com.

Managing Director - Head of Family Office Services at Wealthspire Advisors | New York, New York, United States

About Heather Flanagan

Heather Flanagan is a distinguished leader at Wealthspire Advisors, where she serves as the Managing Director and Head of Family Office Services. In her pivotal role, Heather spearheads a comprehensive suite of services designed to meet the unique needs of high-net-worth families. Her expertise encompasses family office accounting, wealth strategy, and the development of single-family office support services, ensuring that clients receive tailored solutions that align with their financial goals and family values.

As a key member of the executive leadership team, Heather has been instrumental in shaping the strategic direction of Wealthspire Advisors. She successfully led the strategy and establishment of a de novo trust company, enhancing the firm's capabilities in trust management and expanding its service verticals within family office services. This initiative not only solidified Wealthspire's position in the market but also provided clients with a robust framework for managing their wealth across generations.

In addition to her operational responsibilities, Heather is a passionate advocate for family engagement and education. As the Lead Facilitator for Family Meetings, she fosters open communication among family members, helping them navigate complex financial discussions and align on shared objectives. Her thought leadership extends beyond the firm, as she actively participates in industry conferences and contributes to publications, sharing insights on wealth management trends and best practices.

Heather’s extensive skill set, which includes trust management, public speaking, and leadership, positions her as a trusted advisor in the wealth management landscape. Her commitment to excellence and her ability to build lasting relationships with clients make her a vital asset to Wealthspire Advisors and the families she serves.

Heather Flanagan Work