Biography at a Glance
Mary Duke’s experience spans a breadth of family wealth disciplines. She is an expert in cross-border and inter-generational transfer of wealth strategies, private investments, fiduciary practices, philanthropy, family office solutions and succession planning and governance for families and their businesses.
Currently serving a small number of international families as an independent advisor, she draws on 30 years of experience as a family office executive, attorney, accountant, investment advisor, trustee and banker. She works with families helping them navigate the challenges of successful wealth transition.
Duke is an author and public speaker, often quoted on topics related to family wealth management. She has conducted next generation and family programs in Europe, the Middle East, Latin America, Asia and the Americas.
Previously, Duke headed two private family offices involving prominent families and significant owned operating companies. Duke practiced private client law in New York and was a certified accountant.
A Denver native, she and her husband Richard live in Bronxville, New York. They have three adult children, two of whom earned bachelor’s degrees at the University of Denver. Duke’s mother holds three degrees from the University of Denver.
- JD, Fordham University, New York
- MAcc, University of Denver, Daniels College of Business
- BSBA, Accountancy, University of Denver, Daniels College of Business