Nancy Reid designs strategies for families to align their investments with what matters most to them.  Since 2007, she has advised investors who seek coherence in their resource allocation decisions.  
Her advisory career began on Wall Street and has since expanded to include a specialization in values-aligned investing, with leadership roles at Canopy, EnVest, and Seattle Impact Investing Group (SIIG).  She is of counsel at Phīla Engaged Giving, where she develops strategies for individuals and families to align their invested wealth with their charitable values.  Most recently she launched and chaired the Seattle chapter of TIGER 21, a peer membership and learning network focused on investing, legacy, and family dynamics.  Her consulting work focuses on investment policy development and trust strategy.  She is a Fellow at the University of Zurich’s Center for Sustainable Finance and Private Wealth in Zurich, Switzerland.

Her past nonprofit service includes board roles at the MCO Foundation, the Blade Foundation, Family House, and Global Potential; and she served as a presidential appointee on Dartmouth College’s Advisory Committee on Investor Responsibility.  
Nancy holds a BA from Yale University, an MBA from the Tuck School of Business at Dartmouth, and a CTFA (Certified Trust and Fiduciary Advisor) designation from the American Bankers Association.


Accepting New Clients


Accepts Trusts/Business in Other States


Services Offered

Trustee, Trustee - Successor, Trustee - Co-Trustee, Trustee - Coach / Consultant, Estate Executor / Administrator

Types of Trusts / Specialties

Businesses in Trusts, Real Estate in Trusts, Directed Trusts, Discretionary Trusts, Alternate Assets

Contact Nancy


7222 Palatine Ave N. Seattle, Washington 98103

Send an email to Nancy


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