Alexandra Batelli
Vice President | CPA- Phone514.908.3936
- Emailabatelli@richter.ca
- SocialLinkedin
DILIGENT, PRACTICAL, SINCERE.
Drawing on her well-rounded expertise, genuine character, and sharp analytical skills, Alexandra exemplifies an unwavering commitment to excellence. She prioritizes open communication and genuine care for her clients’ desired outcomes, maintaining an empathetic and approachable demeanor with both colleagues and clients.
Over the years, Alexandra has amassed extensive experience in various industries, including real estate, automobile, and manufacturing. Currently serving as a Vice President of Richter’s Family Office Services, she leads the implementation, support, and management of family offices for high-net-worth families. As a trusted advisor to esteemed clients and the next generation, she provides insightful financial guidance tailored to their specific needs. Alexandra also takes pride in mentoring the Family Office Services team, fostering an environment of collaboration and growth.
Alexandra’s well-rounded and versatile profile, combined with her diligence, practicality, and sincerity, has shaped her into a consummate professional she is. With an innovative spirit and exceptional analytical acumen, she continues to leave a lasting impact on her clients and their successes.
FIELDS OF EXPERTISE
- Business planning and investment strategy
- Family and personal financial planning
- Investment structures and accounting
- Financial management of complex structures
- Building of distinct family office solutions
INDUSTRIES
- Family office and wealth management
- Real estate – development, property management, and construction
- Automobile – rental, lease, and sale
- Manufacturing and distribution
Alexandra’s Expertise
Running your family office
The management and oversight of a family office requires a range of different skillsets similar to the support system of any business. At Richter, we offer a range of C-Suite level services supported by a solid infrastructure to handle operation, finance and reporting of your family office.
Navigating Family Dynamics – Governance
With great wealth comes great responsibilities towards the community, family members and generations to follow. Developing clear governance systems ensures family harmony and, ultimately, intergenerational success.
Preparing Your Next Generation – Financial Literacy Program
Richter’s Financial Literacy program is a customizable way to educate family members around key areas of family wealth and business management.