Lydia Monchak
The Center for Wealth & Legacy Studies

Lydia has over 20 years experience consulting with and helping businesses build solid and lasting relationships with their clients. She has helped many businesses create and develop client centered vision and value propositions.

As part of the team to develop products and implement sales and marketing strategies, she focuses on raising the bar for the industry standard and positioning the company at the top, as a leader in the marketplace.

Most of the businesses she has worked with have been providers of legal, estate and financial services for affluent families and private business owners across the country. The companies have been committed to innovative solutions and products that go far beyond traditional industry and client service.

Her strength has been as the 'voice' of the business, talking directly with clients. She works on the front line to understand the needs of the market and develop customized products and solutions for complex issues.

Having served in the past on the advisory board of NCI, the National Charitable Initiative, an organization built with the vision of helping charities raise an additional 500 million in donations and helping professionals "do well by doing good."

She is currently on the advisory board and marketing director for The Center for Wealth & Legacy Studies^TM. The Center is a non profit committed to identifying and addressing the financial and legacy issues facing every business and family today.

San Diego is now home, and she is very involved in the community. She is passionate about her family with a grown son and daughter in law, and three active grandsons.