Lynne Born has extensive expertise in high-net-worth financial services, RIAs, Multi-Family Offices, Single Family Offices, multi-generational families and privately held businesses. She is the Chief Practice Officer for Aspiriant, a wealth management firm providing independent investment management, wealth planning, and family office services across the United States. Previously CEO of a Best-of-the-Best NYC-based HNW accounting firm; President of a Silicon Valley based RIA; and Partner-in-Charge of one of the largest Multi-Family Offices in the United States. Lynne specializes in strategic planning, brand differentiation, firm culture, succession planning and coaching the next generation, transformation and growth strategies, and business development initiatives. She has also worked with complex multi-generational families, Multi-Family Offices and Single-Family Offices for over 20 years specializing in succession planning and intergenerational family dynamics; and has led multiple family strategic planning sessions and coached next generation into family leadership.
She is the co-founder of the Women Business Collaborative and Chair of Strategy, a nationwide alliance of 50 women’s business organizations and millions of executives collaborating to accelerate change for women; and formerly Chair of the Board of Watermark, the premier women’s networking group in Silicon Valley. Additional professional affiliations include DFA’s CEO / President RIA Benchmarking Group; Vice Chair, Strategy and Emerging Technologies Section, American Accounting Association; Co-Chair, Business Transformation Committee, PrimeGlobal International Association; and Advisor, Inside Public Accounting Advisory Board. She achieved certification from Harvard University in Leading Professional Services Firms and attended Northwestern University. She has been awarded the Silicon Valley 2014 Women of Influence and Make Your Mark Award and is a frequent keynote speaker and panelist on business transformation, succession planning, innovation, HNW multi-generational family issues, and women’s leadership.