Wendy currently holds the position of Chief of Staff for Fulcrum Equities, LLC, a family office serving third and fourth generation members of the Swig Family in New York City. They family invests in Real Estate and Cryptocurrencies as well as other sectors.
Wendy held the position of Chief Operating Officer of Favara, LLC, a family office focused on real estate but allocating to other sectors which include pharmaceuticals, venture and certain areas of the tech industry. The family office serves three generations of the family and is based in New York City.
Previously, Wendy held the position of Executive Vice President and General Counsel for Fulcrum Equities, LLC, a single-family office that invests in real estate and operating companies on its behalf. The office handles the holdings of a real estate family and also co-invests with other family offices on a variety of projects around the world.
Previous to that, Wendy worked with the Schneider Family serving as their Vice President and General Counsel and assisted them in separating the existing family office from the family’s operating company. The Schneider Family is a prominent real estate family in New York and has a foundation that serves children’s charities around the world.
Having received her BA from Kalamazoo College MI, Wendy continued her education at Thomas Cooley Law School with a concentration in international law. She also received the American Jurisprudence Prize Award in Conflict of Laws. She then attended Georgetown University Law School and attained her LL.M. in Taxation.
Additionally, she is a member of many Family Office Associations. She has served on the Advisory Board for Family Office Exchange. She has also served as a committee member for the NYSSCPA Family Office Committee in New York and serves on the Steering Committee for the NYU Sterns Family Office Council. She is a frequent speaker on Family Office Topics in the United States and abroad.
Georgetown University Law School LL.M.