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Director of Client Relations

Shaquana Nelson - MSF

“True legacy begins with deep trust. I help families navigate complex wealth decisions with clarity and intention—building strong governance and personal alignment to sustain their 200-year plan for generations.”

At Traditions, fostering meaningful family connections is Shaquana Nelson’s primary focus. Merging international expertise with a dedication to diversity and inclusion, she empowers multi-generational families to build enduring trust and navigate complex legacy decisions. Having traveled to over 50 countries, Shaquana offers deep global perspective on how families interact with wealth, serving as a vital catalyst for breaking financial gaps and preserving capital across generations. She earned a Dual Bachelor’s Degree in Mathematics and Economics from Rollins College—studying abroad in Argentina and a Master’s in Financial Management from United International Business School in Geneva and Barcelona. This international foundation fuels her passion for cross-border strategy, asset protection, and multi-generational stewardship. She has dedicated her career to economic empowerment, financial literacy, and community outreach across public and private sectors, having advised governmental entities, educational institutions, and advisory firms. Shaquana works closely with families to transform wealth into a tool for long-term opportunity, discipline, and education—laying the structural groundwork for future generations to steward their 200-year plan with clarity and confidence.

THE 200 YEAR PLANNING FRAMEWORK

Disciplines built for multi-generational growth

We deliver a unified suite of legacy services—calibrated specifically to your family's governance, timeline, and 200-year vision.

Generational governance & strategy

We facilitate family governance meetings and craft legacy vision documents to ensure your core values and wealth purpose endure across future generations.

Retirement & lifetime continuity

Sustain your ideal retirement lifestyle while architecting century-long capital reserves through dynamic cash flow models built for multigenerational stability.

Dynasty trusts & insurance defense

Protect capital using specialized insurance vehicles and enduring trust frameworks that shield family assets from liability, probate, and tax exposure.

Tax & impact philanthropy

Mitigate multi-generational tax exposure while directing purposeful charitable giving to maximize your family's societal impact and estate efficiency.

200-year portfolio strategy

We structure dynamic investment portfolios designed for inflation resilience, downside protection and long-term compounding over multiple lifetimes.

Take the Next Step

Where will your family legacy be in 2126?

Begin with a private consultation. We partner with families to align capital with long-term vision—building the governance and structure required for 200 years of impact.

BEGIN YOUR 200 YEAR PLAN take the legacy quiz