Working Together

Martha Fling
Founder, Managing Member

It was Martha Fling’s role as the chief advisor of a single family office in Southern California for fifteen years that led her to establish Drake Libby LLC. Coming also from a multigenerational family of entrepreneurs and wealth creators, she has experienced first-hand the challenges and opportunities that wealth provides.

“Whether a family or an endowment, I find it absolutely crucial that each member is known, understood, and treated with respect,” she says. “It is as important to preserve and transfer values and relationships as it is wealth.”

Career Experience

  • CEO: First Point Wealth Management, Inc.
  • Financial Advisor: Morgan Stanley
  • CEO, Executive Director: SeaBridge, Inc., a JCAHO & accredited adolescent residential treatment center

Education

  • University of California, Los Angeles
    BS in Political Science, International Relations

Social/Philanthropy

  • Chair, Board of Directors, Ackerman Institute for the Family
  • Direct funding of various projects, Patriarchate of the Greek Orthodox Church, American Associates of St. Catherine’s Monastery, Louisville High School for Girls, Loyola High School
  • Advancing Hellenism and Orthodoxy, Leadership 100

Martha’s Philosophies

  • Success of previous generations is not guaranteed for the future.
  • Multigenerational relationships are unique, complex, and organic.
  • It is critical to explore and embrace family dynamics.
  • Solutions require dialogue across generations.
  • Regular interactions reduce family tension.
  • Generational wealth is a journey of life and legacies.