I’m Lili Masuret

I hail from the heart of the Midwest, where my roots lie in Wisconsin and my character took shape amidst the vibrant atmosphere of Madison, a quintessential “Big-10” University town. During my formative years, my family relocated to Evanston, Illinois, an upscale enclave nestled on the shores of Lake Michigan just north of Chicago, exposing me to the opulent trappings of a cosmopolitan lifestyle for the first time.

Equipped with a degree in Finance, I delved into the fast-paced world of options trading abd I honed my skills amidst the hustle and bustle on the trading floor at the Chicago Board Options Exchange (CBOE), where  I navigated the intricacies of the market alongside seasoned professionals. Drawing from this invaluable experience, I ventured across the pond to London, where I spearheaded the establishment and management of cutting-edge Global Hedge Products at Merrill Lynch International Bank, overseeing portfolios valued in the hundreds of billions.

Upon my return stateside, I embarked on a fulfilling journey in Southern California, where I dedicated myself to assisting Registered Investment Advisors (RIAs) in stewarding pension fund assets for both institutional accounts and discerning individual clients worldwide. Over the years, my path intersected with the lives of Fund Managers, Billionaires, and Ultra-High Net Worth individuals, affording me a profound understanding of the unique pressures and challenges faced by this select segment of society.

Driven by a desire to shed light on the often-overlooked struggles of the affluent, I embarked on a mission to provide tailored guidance and support to those grappling with the weight of wealth. Armed with an entrepreneurial spirit, I established my consulting practice, leveraging my distinctive ability to offer both panoramic insights and meticulous analysis to discern the underlying causes of any issue and devise comprehensive solutions.

My methodology eschews the conventional in favor of innovation, challenging the status quo to effect meaningful change in the lives of my clients. Whether walking and talking during our sessions, or harnessing the power of virtual platforms, my approach is as dynamic as it is effective. I believe in cutting through the noise to unearth the core of the problem, fostering active engagement and collaboration to achieve tangible results.

At the heart of my practice lies a commitment to promoting balance and harmony across all facets of life, recognizing that true fulfillment stems not from wealth alone, but from a holistic integration of health, wealth, and relationships. Through partnership and collaboration, I strive to guide individuals towards a state of fluidity and equilibrium, where their lives resonate with purpose and meaning—a state I like to call a “Liquid Life.”

While I do not accept insurance, I welcome those who are ready to embark on a journey of self-discovery and transformation. If you’re seeking to recalibrate your life and unlock your full potential, I invite you to reach out and schedule a consultation. Together, we can chart a course towards a more balanced and fulfilling existence.