Rebecca Trobe, Psy.D,
Philanthropy and Family Wealth Strategy

Rebecca Trobe, Psy.D, works with philanthropic organizations, family foundations, couples and individuals. Her consulting work is focused on multi-generational strategic philanthropy and family wealth succession planning with an emphasis on stewardship, legacy planning and next generation transitions.  Rebecca holds a doctorate in clinical psychology and applies her skills to all of the above in spending time with families, organizations, leaders and teams on the effective development of strategy, values, vision and leadership.

Rebecca has worked in a range of professional consulting roles including: Family Wealth Consultant with Wells Fargo’s National Family Office/Family Dynamics Division, Co-founder and Managing Principal of The Wealth Legacy Group, Partner at Schaffer & Combs, LLC and Senior Consultant with 21/64, a non-profit consulting practice specializing in next generation and multi-generational engagement in philanthropy and family enterprise. Prior to relocating to San Francisco from New York, Rebecca was an executive coach with Leadership Strategies, a boutique coaching firm based in Princeton, NJ, working nationally with C-level executives and their teams on leadership performance, vision and strategy.  

Rebecca is based in the San Francisco Bay Area and is privileged to travel nationally and internationally in her work with organizations, foundations and families. She is passionate about most things involving the principles of social venture, philanthropy, altruism, innovation and leadership and has proudly served on the advisory boards of both Ashoka’s Bay Area Youth Venture and Thinking Beyond Borders.  Rebecca is an instructor for the international program, Roots of Empathy, in the Oakland Unified School District.