Lisa McCurdy is a Legacy Architect™ and the Founder and Managing Partner of The Wealth Counselor, LLC, a boutique estate and asset protection law firm serving families with $10M or more in complex, multi-generational assets. For nearly three decades, she has advised high-net-worth clients on the legal, strategic, and human dimensions of legacy planning, operating in the space where most attorneys stop and families need the most guidance.
McCurdy is also the Founder and CEO of Defining Legacy Group, LLC, a consulting practice built to address the relational dynamics that determine whether wealth strengthens families or fractures them. Her proprietary Legacy on Purpose® methodology anchors every engagement: a values-first framework that moves families from transactional estate planning to intentional legacy architecture. Through the LegacyMakers™ Immersion Cohort, a premium, limited-enrollment program for family leaders, she delivers the structured tools and facilitated dialogue required to design the human infrastructure of legacy across generations.
Her work occupies a distinct position in the wealth management ecosystem. Where traditional planning centers on documents and asset transfer, McCurdy builds the governance frameworks, communication structures, and values alignment that determine whether legacy holds across generations. It is this integration of legal precision with relational strategy that has made her a trusted advisor to families, trust companies, and wealth professionals navigating the complexities of multi-generational wealth.
McCurdy holds a J.D. from Georgetown University Law Center and a B.A. in Political Science from the University of the District of Columbia. She is based in Washington, D.C.
