Ruschelle Khanna Consulting

Family enterprise and family office leaders improve strategic thinking, creative problem solving, and effective communication. I provide customized wellness strategies for family offices including: Executive Coaching for C-Suite members, mediation, medical advisory, and disability friendly stewardship curriculums for families, focusing on enhancing governance and succession.

Self-Employed

Ruschelle Khanna, LCSW PLLC

Sort the complexities of family & business… 
So you can foster strong relationships, and wealth across generations.

My focus includes:

Couples Therapy
Peak performance
Conflict Resolution for family business owners
Lyme Disease

Learn more at ruschellekhanna.com

Owner

Samaritan Daytop Village, Inc.

— Developed and managed the program of Federal Probation Contracts/State Parole tax services.
— Supervised Masters Social Work Students (NYU) and oversaw OASAS audits/budget compliance.
— Directly supervised clinical staff regarding individual, couples and group therapy for substance abuse and dually diagnosed clients.
— Oversaw health insurance enrollment program for accurate billing.
— Managed flow of clients entering and being discharged from the program.

Clinical Director

Counseling Service, Eastern District of New York

— Facilitated weekly case conference meetings and chart reviews to monitor clinical and case management compliance.

— Lead weekly orientation of new members and represent the agency to the community and referral sources.

Assistant Clinical Director

Confidential 

— Created itineraries for travel arrangements and provided ongoing support for the client regarding all aspects of project organization/development as well as health maintenance, social calendar and travel

— Communicated with accounting department regarding all financial planning and bill payments

— Collaborated with healthcare team to develop and improve client spatial awareness, organization, and social interaction

— Identified areas of risk and used analysis to mitigate and execute protocol for Crisis Management 

— Provided behavioral education and support for mood disorders

Private Mental Health Consultant and Advocate

The Schwarzman Animal Medical Center

— Compiled and analyzed data from monthly reports to prepare directors' presentations to executive management.
— Acted as liaison between departments and client/physician to enable effective communication and smooth transfer of information.
—Played key role in marketing efforts for department as well as the entire hospital.
—Evaluated needs assessments for quality improvement of resident and intern health.
—Conducted weekly counseling session for groups and individuals.

Grief Counselor

Fractional Chief Learning Officer For Family Office & Enterprise II Author, Therapist, Consultant - Resolve Conflict / Heal Trauma / Build Wealth

You've built a thriving family enterprise but when it comes to the inner workings of your family or your legacy, things can feel more complex, fragile, or unresolved.

Maybe you’re...
Facing succession with uncertainty because the next generation isn’t aligned or prepared (due to failure to launch, anxiety or a chronic health issue).

Dealing with long-standing emotional or relationship patterns that keep resurfacing in leadership or ownership conversations.

Watching wealth become more of a wedge than a bridge and unsure how to turn that around.

Meanwhile, the world is changing. AI is advancing rapidly. And families like yours are asking:
How do we stay human AND remaining relevant?

I specialize in guiding legacy families through these exact moments.
Families call on me when there’s a lot at stake: identity, inheritance, well-being, and the future of the enterprise.

As a fractional Chief Emotions & Wellness Officer I handle all the details pertaining to your family's wellbeing. I blend trauma-informed family systems work, ancestral healing, and cutting-edge technology strategy to support cohesive, resilient, and visionary family offices and enterprises.

✨ Family Insight Circle™
A half-day facilitated family experience (like a 360° review), but for your communication. Compassionate, judgment-free, and results-oriented. Families leave with clarity, healing, and a practical roadmap forward.

✨Crisis & Complexity Navigation
When a family member is facing mental health challenges or executive burnout, I help families respond effectively without damaging relationships or derailing operations.

✨Family Learning Plans for Stewardship
In partnership with Tamarind Learning I develop and facilitate learning plans for next generation leaders in financial literacy and stewardship. 

Ready to unlock the health and connectedness your family team deserves?

Go to my booking link & schedule some time to get on a call.
https://www.lifestyleforlegacy.com/contact

Ruschelle Khanna, LCSW

The reason I haven't been on LI as much...

Happy Holidays from the Khannas!

Chief Emotions & Wellness Officer for Family Firms ❤️🧠 I Generational Healing Expert I Making Wellness A Priority I Click the Link to Book A Consultation⬇️

Lazetta Rainey Braxton, MBA, CFP®

The Real Wealth Coterie

Wealth management firm aligning mission, mind, and money to create the life and legacy you love.

CEO & President

Lazetta & Associates

Lazetta Rainey Braxton, MBA, CFP ®, is unearthing traditionally taboo topics in the financial services industry by helping firms who care about diversity, equity, inclusion and belonging identify how they nurture their most valuable asset… their people. 

Her toolbox for unlocking human capital and amplifying enterprise value includes Speaking, Consulting, and Coaching. 

Through her virtual DEIB Strategy firm, Lazetta & Associates (L&A), Lazetta and her experienced team of professionals guide registered investment advisor firms (RIAs) to nurture culturally aware and hospitable workplace environments that ignite innovation and allocate equity amongst their employees. The financial planning profession and consumers alike benefit when RIA firms equitably distribute the financial and social capital generated by the firm’s human capital. L&A is committed to helping firms stay relevant in an increasingly diverse environment.

Organizations can expect well-researched, straightforward, and insightful consultative sessions which entail examining, analyzing, and understanding their approach, attitude, practices and processes around Diversity, Equity Inclusion and Belonging (DEIB) to leave them ready and able to stimulate future growth, innovation, and sustainability.

Founder & CEO

The Wall Street Journal

The Experts are a group of industry and academic thought leaders who weigh in on topics covered in The Journal Report.

Contributor on Wealth Management to the WSJ Experts blog

CNBC

CNBC Digital has brought together 20 of the nation's leading wealth managers and financial experts to create the CNBC Digital Financial Advisor Council. Members of the Council will offer a vast diversity of experience and insight that will make financial planning and investment strategies easier to understand.  They will provide straight-talking, informative content through guest columns on CNBC.com (fa.cnbc.com) and on-air appearances on CNBC. http://www.cnbc.com/id/101099411

CNBC Digital Financial Advisor Council

AAAA Foundation

The mission of the AAAA Foundation is to cultivate the next generation of African American financial planners and engage research that shifts the understanding and advancement of financial planning in African American communities.

President of the Board

2050 Wealth Partners

At 2050 Wealth Partners, we believe that everyone deserves access to financial planning. We are a fee-only financial planning and wealth management firm that provides trusted financial guidance to thriving professionals, small business owners, first-generation wealth-builders, and sandwich generation wealth-protectors.

Our team focuses on serving clients to help them achieve their goals, grow their wealth, and positively impact generations to come with legacy-building strategies. We believe that education, exposure to healthy money mindsets, and access to strategies unleash financial freedom and deep joy. Together with our clients, we believe that we can truly change the world - one financial plan at a time.

co-CEO

Association of African American Financial Advisors

The mission of the Association of African American Financial Advisors is to develop and foster professional relationships among minority professionals working in the financial services industry.  Website: www.aaafainc.com.

President: January 2014 - December 2016

Chair of the Board

Financial Fountains, LLC

Provide comprehensive financial planning, investment management, financial consultations/hourly financial planning, and educational seminars for individuals, families, and institutions.

Founder/CEO

With a proven track record of building successful entrepreneurial ventures, driving innovation, and navigating the complexity of diversity in the financial services industry, Lazetta Rainey Braxton, MBA, CFP® seeks to share her experience on corporate boards of directors.

Having founded and led Registered Investment Advisory (RIA) firms, consulted with $5B+ RIAs, advised Fortune 100 Financial Services firms, appeared in global media and driven impactful industry initiatives as a volunteer Board and Advisory Council member, Lazetta possesses a unique understanding of consumer engagement, talent management, and regulatory requirements shaping this evolving landscape.

Over her 25+ year career, Lazetta catapulted innovative strategies by equipping individuals and leaders to align their balance sheets and P&Ls with their vision and values, adopt virtual engagement prior to the pandemic, amplify marginalized voices in workplaces, build dynamic professional teams, and balance IQ and EQ for optimal engagement at home and work. 

As CEO of The Real Wealth Coterie and founder of Lazetta & Associates, Lazetta recently paused from her 10-year volunteer Board and Advisory Council positions. She served on inaugural positions with the CFP Board’s Center for Financial Planning Advisory Council, Women’s Initiative Council, Diversity Advisory Group. She also held a 7-year tenure with the Association of African American Financial Advisors (AAAA), where she launched its nationally-recognized flagship service, AAAA VISION conference, hired a full-time Executive Director, and built a significant reserve to sustain future endeavors.

CEO | COO 
- Founder of three Registered Investment Advisory firms designed to appeal to overlooked and underserved populations seeking a trusted partner to guide them in building and transferring wealth and building an engaged financial professional team.
- Formulated the business strategic plan that resulted in 300% revenue growth
- Integrate and implement the complexities of financial services regulatory requirements into the firm’s business structure.

CHIEF PEOPLE OFFICER
- Cultivated a forward-thinking workplace culture through unconventional policies, policies, and processes designed to enhance the human experience in the workplace.
- Enhanced the career path and performance evaluation process to encourage alignment, authenticity, and advancement. 

CHIEF INVESTMENT OFFICER
- Designed investment policies and procedures to support prudent and compliant practices among households and institutions.

Lazetta Rainey Braxton, MBA, CFP ®, is unearthing traditionally taboo topics in the financial services industry by helping firms who care about diversity, equity, inclusion and belonging identify how they nurture their most valuable asset… their people. 

Her toolbox for unlocking human capital and amplifying enterprise value includes Speaking, Consulting, and Coaching. 

Through her virtual DEIB Strategy firm, Lazetta & Associates (L&A), Lazetta and her experienced team of professionals guide registered investment advisor firms (RIAs) to nurture culturally aware and hospitable workplace environments that ignite innovation and allocate equity amongst their employees. The financial planning profession and consumers alike benefit when RIA firms equitably distribute the financial and social capital generated by the firm’s human capital. L&A is committed to helping firms stay relevant in an increasingly diverse environment.

Organizations can expect well-researched, straightforward, and insightful consultative sessions which entail examining, analyzing, and understanding their approach, attitude, practices and processes around Diversity, Equity Inclusion and Belonging (DEIB) to leave them ready and able to stimulate future growth, innovation, and sustainability.


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The Battle

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