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

The women and families I serve are...Stepping into ownership or leadership while carrying family expectations you didn’t choose and stories about money, power, or worth that no longer fit.Navigating unspoken dynamics with siblings, parents, or advisors that make decision-making feel emotionally loaded rather than strategic.Sensing that wealth could be a force for healing and leadership, yet noticing how easily it becomes a source of silence, pressure, or division.At the same time, the world is shifting rapidly.Women are inheriting unprecedented levels of wealth.AI is accelerating decision-making and distancing us from intuition and relationship.And many women are asking:How do I lead with wisdom in my family of wealth?This is where I come in.I work with women in the wealth space who are ready to move from inherited narratives to intentional leadership, rewriting the stories they were born into and stepping into stewardship with clarity, confidence, and emotional authority.Through my work and my upcoming book,From Echo to Athena: The Evolution of Women in the Great Wealth Transfer,I guide women through journeys of growth and transformation helping them integrate wisdom, power, and care as they assume their place within family enterprises and legacies.My work blends trauma-informed family systems, ancestral healing, and strategic advisory support to help women become stabilizing, visionary leaders inside complex family systems.✨ From Echo to Athena JourneysCurated experiences for women inheriting wealth who want to move from silence, role confusion, or emotional burden into authorship, leadership, and legacy stewardship.✨ Family Alignment &amp; Communication IntensivesFacilitated experiences that help families reduce conflict, clarify fairness, and restore trust—without sacrificing performance or dignity.✨ Stewardship &amp; Learning PathwaysIn partnership with Tamarind Learning, I help women and next-generation leaders build emotional fluency, financial literacy, and leadership capacity for long-term stewardship.If you’re ready to step into your role as a leader, I’d love to connect.Schedule a conversation here:https://www.lifestyleforlegacy.com/contact

Ruschelle Khanna, LCSW

Very excited to share that along with my colleagues Michael H Hallett and Bernadette O'Brien Thompson we have launched the Ancestral Healing Center.

Join our weekly cafe chat on Tuesdays (9am Pacific, 12pm Eastern, 5pm London) to meet the team and see how we can help with recognizing and releasing ancestral family patterns.

Link to join: https://lnkd.in/eS3dCzED

Founder From Echo to Athena Journey Series for Women ❤️🧠 I Co-Founder Ancestral Healing Center I Making Wellness A Priority I Click the Link to Book A Consultation⬇️

It’s been a while since I started my role at Ancestral Healing Center as a Co-Founder, but I wanted to share this update with everyone.

The Great Wealth Transfer is often framed as a financial event.

It’s actually one of the largest feminist movements of our time. 

For centuries women have had to armor-up and enter into a man's world.

I and my Co-Authors would like to welcome you to the big shift. 

The shift into vulnerability as our superpower. 

Strength in the delicate. 

Would you like to learn how some of the top female voices are restoring harmony to the masculine and feminine?

Stay tuned for more...

Artwork by Isabelle van Zeijl, curated for this project by Ann Priftis.

At the Ancestral Healing Center we are excited to offer a complimentary weekly chat where we share the life changing power of connecting with your heritage. Check us out today!

Open article: Discover Your Roots by ancestralhealingcenter.com

Picture it, a divine wedding, every god was invited except Eris, the goddess of discord.

Enraged, she threw a golden apple into the feast, inscribed:
“For the fairest.”

Three goddesses came forward wanting to claim the apple:
Hera offered power.
Athena offered wisdom.
Aphrodite offered love.

Paris chose only one and the Trojan War followed.

When we fail to elevate all aspects of ourselves, chaos ensues. 

When wealth is stewarded without balance, families fracture and legacies unravel.

But when power, wisdom, and love are held together, wealth becomes sustaining rather than destructive. 

From Echo to Athena: The Evolution of Women in the Great Wealth Transfer aims to re-imagine the narratives that have shaped masculine/feminine power dynamics for centuries.

And now is the time to get this right.  

The apple is already in our hands.

Are you ready for the largest feminine movement in our lifetime? 

What we choose now will shape generations. 

Join a powerhouse collective of female voices as we journey together to create an healthy, wealthy future for the next generation. 
-------------------------------------------------------------------------------
Hi I'm Ruschelle and I'm highlighting the leading voices in this feminist wave we call The Great Wealth Transfer.

I rarely share posts. In my opinion this is the most important issue we are facing in the world today. 

This is why I Co-founded The Ancestral Healing Center. This is why I wrote Inherited Trauma and Family Wealth. This is why I'm collaborating with some of the most influential women in the family/health/wealth space. 

Your attachments define who you are. They keep us sane.  They allow us an opportunity to be seen. 

I'd love to know your thoughts on this post.

View company: Center for Humane Technology

You’ve read the headlines about AI psychosis — chatbots leading users to lose their grip on reality, upending lives and tearing families apart.

Dr. Zak Stein has been studying these cases long before they entered the public consciousness. He doesn’t see just a few isolated cases that can be fixed with tweaks to the models. He sees the emergence of what he calls the attachment economy: AI systems that are designed to exploit our most fundamental psychological vulnerabilities on an unprecedented scale.

We waited a decade to respond to the harms of the attention economy. We can’t make the same mistake again.

Read more about Zak’s diagnosis and solutions from his appearance on Your Undivided Attention: https://bit.ly/3NN9m3K

Let the conversation begin...
#womenandwealth #greatwealthtransfer

View newsletter: From Echo to Athena™ Journey

*Cover art by Isabelle van Zeijl For generations, women have inherited wealth but had limited authorship in the retelling of our role. We have been pr

Open article: Taking Back the Pen: Why Our Money Narrative Needs to Be Rewritten by Ruschelle Khanna, LCSW • 3 min read

Taking Back the Pen: Why Our Money Narrative Needs to Be Rewritten

Does your family have a pattern of secret keeping? 

Patterns of behavior are the surface level thing we notice first when we start to look at trauma (including inherited/ancestral trauma). 

The way people learn to respond to trauma as children can morph into unhelpful patterns as adults. 

Check out the Ancestral Healing Center's Youtube Channel for more insights. 
https://lnkd.in/eUM5dqVR

Open video: Trauma is hidden in the patterns of behavior our families pass down on youtube.com

Trauma is hidden in the patterns of behavior our families pass down

Today at AHC we are chatting about our framework. Want to learn more about the 4 fundamental pillars to healing generational trauma? Join us Tuesdays 12pm EST!

Marra Forni

Chief Financial Officer 

Mark H. Feldman, CPA

•	Highly experienced CPA providing accounting, taxation and consulting services for privately owned businesses and court appointed guardianships; assignments include audits, compilations and reviews, write-ups, as well as corporation, partnership, and personal income tax return preparation
•	Assisting business owners in evaluating potential mergers, acquisitions, and joint ventures
•	Working with banks and other lenders to assist clients in obtaining loans and lines of credit; preparation of submission packages with historical and pro forma financial data
•	Analyzing internal systems, processes and controls to identify potential weaknesses and to design and implement corrective measures and improvements

Fractional CFO

Reliance Communications, LLC

National distributor of cellular handsets and accessories for tier-one U.S. carriers; peak annual     revenues in excess of $700 million for two consecutive fiscal years. Current primary role was strategic, working closely with the President and CEO on a daily basis. Preparation of various budgets, forecasts and financial projections. Searched, identified and negotiated $90M Asset Based Line of Credit with banking syndicate. Management of the Finance, Credit, Procurement and Human Resources functions. Primary liaison to bankers, lenders, commercial and credit insurers, external auditors, tax advisors, legal counsel, key customers and suppliers. Implemented monthly internal financial reporting, consolidated financial statements, operational analysis reports, budgets, projections and forecasts. Led team in migration to SAP Business One ERP suite. Plan Administrator and Trustee for employer sponsored 401(k) Retirement Savings Plan.

Chief Financial Officer

Franklin First Financial, Ltd

Growing, successful, multi state Mortgage Banker; responsible for Accounting, Human Resources and Information Technology functions; converted accounting system to industry specific software; created a branch reporting structure; established branch and loan level accounting procedures and financial reporting presentations; primary liaison with warehouse lenders, regulatory agencies and investors; worked closely with the company's independent CPA firm to complete the annual financial audit on time and under budget, by providing the highest levels of client assistance and support, resulting in reduced external audit fees

Continental Home Loans Inc

Former division of a publicly held depository financial institution; hired as Controller, promoted to CFO; established formal internal monthly financial reporting procedures; designed and implemented a detailed monthly financial analysis package; monthly presentations to the executive group and parent entity; created financial forecasts for multiple profit centers and detailed operating budgets for thirty five departments; designed and authored Accounting Policies and Procedures Manual and Electronic Work Sheet Control Systems as required by Sarbanes-Oxley Section 404; continually reviewed existing policies, procedures and methods for opportunities to automate tasks, maximize staff productivity and to contain costs; Plan Administrator for employer sponsored 401(k) Retirement Savings Plan

Controller/CFO

TAM Equity Corp DBA HomeTrust Mortgage Bankers

Closely held mortgage banking company; supervised Accounting and Loan Servicing staff; local area network administration; established monthly financial reporting, detailed financial analysis and cash management systems, while automating all significant accounting department functions; preparation of all Corporation Income Tax returns; Personal Financial Statements for Owners; individually responsible for numerous related party LLP's and LLC's, including the compilation of the accounting records, year end closings, and preparation of all Partnership Income Tax returns

Controller/Treasurer

New York Building Products, Inc

Multi location distribution operation, division of a publicly traded company; supervised the Accounting Department as well as the Credit Department; prepared monthly financial statements, budgets, cash flow forecasts, strategic plans, pro forma corporation income tax returns; created monthly financial reporting packages, including charts and graphs, financial models, projections, profitability, income and expense analysis; led monthly operations reviews; established cash, credit and various new policies, procedures and internal controls; worked with consultants to implement conversion from periodic to computerized perpetual inventory system, point of sale order entry and invoicing, and sales analysis

Controller

Responsible for audit, consulting and other engagements; supervised senior and junior staff, performed detailed work paper review; prepared audited financial statements with footnotes and supporting schedules; reviewed systems of internal accounting controls, prepared management letters of recommendation, discussed findings with clients; prepared staff performance evaluations and reviewed with audit staff; industry experience in Financial Services, Aerospace & Defense, Privately Owned Businesses

Audit Manager

KPMG, LLP

Lead auditor on various engagements; crafted new, unique audit program and procedures for division of national auto rental entity; industries audited included Financial Services, Health Care, Wholesale Distribution and Municipalities

Audit Senior

Experienced, polished, and confident accounting and finance professional; a proven leader and mentor who works closely with the company's owners and the executive leadership team; establishes, improves and maintains best in practice financial accounting policies and procedures, systems of internal controls, and timely and accurate financial reporting; keen ability to analyze data to assess the company's revenue, expense, margin, and asset utilization trends; adept at raising capital, evaluating merger and acquisition opportunities, designing and executing due diligence programs and procedures; progressive career, spanning both public accounting and corporate financial management roles.

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