Jill_Shipley

Jill Shipley

Managing Director, Family Dynamics and Education, Abbot Downing

Jill Shipley is Managing Director of Family Dynamics and Education at Abbot Downing. She strives to identify families’ wealth objectives and develop long range strategies critical to sustaining wealth over generations. Jill helps families clarify family and individual values, enhance communication, plan for transitions, engage in shared philanthropy and prepare heirs. Overall, she is focused on the preservation and continued development of the qualitative aspects of a client family’s wealth.

Prior to joining Abbot Downing, Jill served as the Director of Family Education at GenSpring Family Offices leading the firm’s efforts to prepare family members for life with wealth. She pioneered the development of interactive educational programming and facilitated multigenerational family meetings focused on enhancing family cohesiveness, celebrating and capturing family legacy, and building family member competencies. Before GenSpring, Jill co-developed the country’s first academic major in Family Business at Stetson University and was an adjunct professor teaching family business courses.

Jill was awarded the 2014 Family Wealth Report Award for being the Rising Star in the family wealth management industry. She is a noted speaker on the topic of family wealth and has been quoted in such publications as the Wall Street Journal, Barron’s Penta, Trust & Estate Magazine and Financial Advisor Magazine. Jill is certified as a meeting facilitator as a Creative Wealth International Coach and is qualified to administer the DiSC and Myers Briggs Type Indicator. She earned her bachelor’s and master’s of Business Administration degrees from Stetson University.


Appearances

  • Thumbnail for Let’s Talk!  Why Gender Matters in Firms and Client Relationships
    Identification
    PFP1723
    Date
    June 13, 2017
    A panel of experts will discuss multiple gender-related issues including why it is important to have women in executive positions in your firm. The panel will s also address the differences between working with men vs. women and the risk of ignoring these differences in client relationshiops…

    Speakers

    Speaker Image for Jill Shipley
    Managing Director, Family Dynamics and Education, Abbot Downing
    Speaker Image for Susan Bruno
    Susan J. Bruno, CPA/PFS, CFP
    Managing Director, Beacon Wealth Consulting South
    Speaker Image for Marve Ann Alaimo
    Marve Ann Alaimo, JD, LL.M. (Estate Planning)
    Partner, Porter Wright Morris &Arthur LLP
    Speaker Image for Beth Gamel
    Beth C. Gamel, CPA/PFS, AEP®
    Managing Director, Argent Wealth Management
    Speaker Image for Charlotte Beyer
    Founder, Institute for Private Investors (IPI)
    $49
    Standard Price
  • Thumbnail for Ensuring Your Clients' Good Fortune Doesn't Become Their Children's Misfortune
    Identification
    PFP1736
    Date
    June 14, 2017
    Engaging and educating your clients’ children and grandchildren is critical for the sustainability of the family’s wealth. 70% of families fail to successfully transition wealth from one generation to the next mainly because of a lack of communication within the family and unprepared heirs…

    Speakers

    Speaker Image for Jill Shipley
    Managing Director, Family Dynamics and Education, Abbot Downing
    Speaker Image for Amy Jucoski
    Senior Director of Advice | Advice and Planning Center of Excellence, Wells Fargo Wealth & Investment Management
    $49
    Standard Price

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.