With over 25 years of experience, Lisa Olson is committed to simplifying the complexities of multi-generational families. As a member of the Family Office Services practice, Lisa provides leadership in implementing and managing the accounting and financial systems vital to delivering authentic integration of financial information to both clients and the advisors that serve them.
Lisa began her career in the family office field in 1992 when she joined the start-up MFO firm Frye-Louis Capital Management, playing a key role in building the firm’s infrastructure and client reporting deliverables. Lisa joined Whitnell in 2011 as one of the initial members of the Family Office Services team, drawing on her experience to develop the delivery of the group’s integrated financial service offering.
Lisa demonstrates the acumen to handle the complicated financial reporting needs of ultra-high net worth family groups. Lisa is a trusted strategic advisor to both colleagues and outside advisors, expertly managing the intricacies of complex family relationships.
Lisa holds a Bachelor’s degree in management from DePaul University.