WiBA Member Spotlight: Amy Jaffe (CFBA,CFWA)- Family Wealth Coach
- WiBA
- Dec 1
- 2 min read
At WiBA, we love celebrating the women who bring passion, expertise, and authenticity into the work they do. Today, we shine the spotlight on Amy Jaffe, a Family Wealth Coach dedicated to helping families navigate the complexities of wealth with both structure and heart.
Amy’s work goes beyond the numbers. She designs systems that empower families to successfully transfer wealth across generations while fostering connection and cohesion. Her approach ensures that the human side of wealth—the conversations, relationships, and emotional needs of family members—are not left behind.
💡 Her Inspiration
After 17 years working in her own family’s business, Amy witnessed firsthand how much energy wealth creators invest in protecting assets through investments and estate planning. What she noticed missing was a focus on the individuals—the family members navigating the challenges that come with wealth. That realization sparked her passion to guide families in a way that balances financial success with emotional wellbeing.
📚 Unique Expertise
Amy holds a double certification from the Family Firm Institute in Boston, specializing in both family wealth dynamics and family business. This rare combination equips her to understand the technical and relational aspects of family wealth.
🌱 Overcoming Challenges
Her biggest personal challenge has been finding her own voice and stepping into it with confidence. Naturally compliant and inclined to please, Amy admits that authenticity has been her lifelong practice. With courage and the support of communities like WiBA, she’s learning that her unique perspective holds both value and power.
💬 What She Loves Most
Amy finds joy in helping families see they are not alone. Wealth often brings feelings of shame, confusion, and hopelessness. By offering best practices and real solutions, Amy shows families that their challenges are normal—and that transformation is possible.
✨ The WiBA Impact
Though new to WiBA, Amy already values the warmth, depth of knowledge, and diversity of expertise she’s encountered. “WiBA is an amazingly powerful space to share, receive feedback, and build self-confidence. There is a genuine willingness to engage meaningfully and impactfully.”
🧠 Her Advice
Tap into your authentic voice and have the courage to share it—even if it makes others uncomfortable. Growth lives in the uncomfortable spaces.
🔥 What Drives Her
The belief that transforming how wealthy families communicate creates ripple effects for generations to come.
🌟 What She Hopes Others Take Away
That they feel less alone, more empowered, and fully aware that their voice matters.
👏 Join us in celebrating Amy—a woman shaping legacies with wisdom, courage, and heart.
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