Marty Carter is an experienced professional with 30 years of practice in family communication consultation. Her work with wealthy families, family owned businesses and foundations has won her national recognition. As a family therapist, Mrs. Carter was a partner with Charles D. Haines, LLC, making her the only clinician in the U.S. to work in house with a financial planning and asset management firm. Mrs. Carter has recently moved to Philadelphia and is an independent consultant to estate attorneys, financial planners, philanthropic advisors and business management specialists. Working with wealthy families Mrs. Carter coaches them: how to talk about money, address parental worries about the effects inheritance will have on their children, how much to tell them and when, teach fiscal responsibility, work with inheritors to understand trusts and working with trustees, and support healthy values that preserve wealth through future generations. With family owned businesses, she facilitates succession planning, prepares the next generation for leadership and management, the entrepreneur for the next life chapter and resolves issues allowing harmonious and respectful family and working relationships. She provides the clinical expertise to help wealthy families create productive approaches to long-term preservation of wealth, to enable businesses and foundations communicate effectively as they plan for succession of leadership and prepare for new roles within the organization. She serves in a consulting capacity to individuals, families and professional advisors throughout the United States and Canada.
She has presented or published nationally in the following sample of venues: the Council on Foundations and Family Foundation Conferences, The Family Firm Institute, The Center for Family Enterprise, Nation’s Business, Family Business, Family Business and Professional Educators Association, FPA National Conference, AIMR National Conference, National Committee on Planned Giving, National Public Radio, Journal of Financial Planning, Journal of Retirement Planning, The New York Times, The Wall Street Journal, Bloomberg Wealth Management, US News and World Report and recently featured in Financial Planning magazine. Ms. Carter is currently writing a book about the issues facing wealthy families.. She is a guest lecturer and an expert on cross-generational issues of wealth, family education and transfer of family values.