Helping families transition
wealth with confidence
With over 30 years of experience in law, accounting, trust, and governance, Cindy Radu brings a unique blend of technical expertise and compassionate understanding to help families navigate their wealth transition journey.
Your family’s empowerment path
Cindy’s services are tailored to help your family succeed in its wealth transition journey. Her approach includes:
Cindy creates safe spaces for families to discuss wealth and legacy openly, ensuring all voices are heard.
Facilitating Crucial Conversations
Cindy strengthens your existing advisor team relationships while identifying and filling gaps. When needed, she integrates trusted professionals who align with your family’s values and goals.
Collaborative Advisory Approach
By translating complex legal, tax, and financial concepts into accessible language, Cindy empowers families to make informed decisions.
Customized Education Plans
Free from conflicts of interest or product affiliations, Cindy’s focus is solely on what’s best for your family.
Independent
Guidance
About Cindy Radu
INTEGRATED FAMILY WEALTH TRANSITION ADVISOR | FACILITATOR | EDUCATOR
Drawing on a rich multidisciplinary background, Cindy specializes in supporting exceptional families in realizing their wealth potential across generations. Her work bridges the gap between technical knowledge and family dynamics, fostering informed decision-making, open communication, and lasting legacies.
Creating lasting impact
Together, Cindy helps families achieve positive momentum across five key areas:
Clarifying values, goals, and visions for family legacy.
1
Navigating open, productive conversations about wealth and succession.
2
Gaining confidence through education on key concepts and decisions.
3
Coordinating seamlessly with technical advisors.
4
Developing and implementing comprehensive, inclusive transition strategies.
5
Ready to empower your family’s wealth transition journey?
Reach out today to learn how Cindy can support your family or organization.