Fundraising Fox

Andy Lai

Investor

Product & Design Lead at Allen Institute for AI (AI2) Incubator

Seattle, Washington, United States

Find your path to Andy

283 people in our graph share verified history with Andy — schools, employers, funds. One of them is your warm intro.

Gülsah WilkeunlockedAndy: together at EBS Universität für Wirtschaft und Recht
×4Andy: together at Frankfurt School
Andy: together at Allen Institute for AI (AI2) Incubator
×6Andy: together at EBS Universität für Wirtschaft und Recht

About

Andy Lai is the founder and managing director of GREEN familyoffice GmbH, which she established in 2010. The firm provides bank-independent advisory services in financial matters for high-net-worth families, with a focus on sustainable investments.

Experience

  1. GREEN familyoffice GmbHGründerin und Geschäftsführerincurrent2010 — presentRegion Heilbronn
  2. Berenberg Bank Joh. Berenberg Gossler & Co.Prokuristin Private Banking2009Stuttgart
  3. Baden-Württembergische BankProkuristin Wealth Management2004 — 2009

Skills & more

Business Strategy23Networking18Nachfolgeplanung5Vermögende Privatpersonen3Vermögensallokation3financial planning14Privates Eigenkapital2Finanzierungsstrukturierung1InvestitionsabwicklungInvestorbeziehungenVermögensbildungFinanzierungsberatung
+5 moreFamilienbetriebAlternative InvestitionenStiftungsberatung-und gründungMezzaninfinanzierungQPLIX | The Digital Wealth Management Platform
  • Socially Responsible Investments Advisor (EBS)EBS Executive School
  • Certified Financial Planner® (CFP)Financial Planning Standards Board Ltd.

From Andy's professional profile.

Colleagues at Allen Institute for AI (AI2) Incubator

Frequently asked questions

Who is Andy Lai?
Andy Lai is the founder and managing director of GREEN familyoffice GmbH, which she established in 2010. The firm provides bank-independent advisory services in financial matters for high-net-worth families, with a focus on sustainable investments.
Where does Andy Lai work?
Andy Lai is Product & Design Lead at Allen Institute for AI (AI2) Incubator.
Where did Andy Lai go to school?
Andy Lai studied at Frankfurt School of Finance & Management (Certified Financial Planner, Financial Planner); VWA Hochschule für berufsbegleitendes Studium (Bachelor of Arts - BA, BWL); EBS Universität für Wirtschaft und Recht (Testamentsvollstreckerin).

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