Planning, Family Dynamics and Education
Jill Shipley is a managing director at Abbot Downing who strives to identify families’ wealth objectives and develop long range strategies critical to sustaining wealth over generations. Jill, as part of Abbot Downing’s Family Dynamics and Education Practice, helps families clarify family and individual values, enhance communication, plan for transitions, engage in shared philanthropy and prepare heirs. Overall, she is focused on the preservation and continued development of the qualitative aspects of a client family’s wealth.
Prior to joining Abbot Downing, Jill served as the Director of Family Education at GenSpring Family Offices leading the firm’s efforts to prepare family members for life with wealth. She pioneered the development of interactive educational programming and facilitated multigenerational family meetings focused on enhancing family cohesiveness, celebrating and capturing family legacy, and building family member competencies. Before GenSpring, Jill co-developed the country’s first academic major in Family Business at Stetson University and was an adjunct professor teaching family business courses.
Jill was awarded the 2014 Family Wealth Report Award for being the Rising Star in the family wealth management industry. She is a noted speaker on the topic of family wealth and has been quoted in such publications as the Wall Street Journal, Barron’s Penta, Trust & Estate Magazine and Financial Advisor Magazine. Jill is certified as a meeting facilitator as a Creative Wealth International Coach and is qualified to administer the Myers Briggs Type Indicator. She earned her bachelor’s and master’s of Business Administration degrees from Stetson University.
Jill, her husband and son make their home in West Palm Beach, Florida.