Ambassadors’ Legacy Council (ALC)

Why the ALC Matters

Many individuals and families don’t realize how thoughtfully structured charitable planning can help them reduce taxes, support loved ones and leave a meaningful legacy. The Ambassadors’ Legacy Council is our invitation to advisors, fiduciaries, and influential professionals to help bridge that gap. Through education, collaboration, and advocacy, we aim to inspire a new generation of strategic philanthropists who align personal goals with transformational impact at Nicklaus Children’s.

Your Role as an Advisor

As a professional advisor, you play an essential role in helping individuals and families shape their legacy. At Nicklaus Children’s Hospital Foundation, we’re here to support your charitable conversations by providing tools, planning resources, and collaborative support when philanthropy becomes part of your client’s goals. When you help your clients connect with our mission, you’re supporting the future of pediatric healthcare for generations to come.

The ALC is a network of estate, tax, and financial planning professionals who share Nicklaus Children’s commitment to advancing the health and well-being of every child. Council members lend their expertise, promote thoughtful legacy planning, and help expand access to life-changing pediatric care through strategic philanthropic partnerships.

Council members serve as:

  • Expert resources, providing insights into charitable planning strategies
  • Community connectors, introducing mission-aligned individuals to the Foundation
  • Philanthropic advocates, promoting legacy giving in Miami and beyond

Interested in Making an Impact?

Resources for Advisors

Gift Notification Form for Advisors
Let us know when your client has included Nicklaus Children’s in their estate plans, while honoring their privacy and anonymity preferences.

Download our Advisor Gift Notification Form 

Legacy Intention Form for Donors
If your client is comfortable sharing their gift intent directly, this form helps us plan and steward accordingly.

Download our Legacy Intention Form 

Gift Planning Support

We’re happy to provide gift illustrations, gift agreement templates, and guidance on gifts of complex assets. Please contact Megan Brahimi, Senior Director, Gift Planning, at megan.brahimi@nicklaushealth.org.

Useful Legal Information

Federal Tax ID: 45-3481327

Mailing Address: 3100 SW 62nd Avenue, Foundation – Attn: Megan Brahimi, Miami, FL 33155

Legal Name: Miami Children’s Health System, Inc. dba Nicklaus Children’s Hospital Foundation

Ready to Connect?

Whether you’re exploring an idea, confirming a gift, or looking to make an introduction — we’re here to help.
Megan Brahimi

Megan Brahimi

Executive Director, Major & Planned Gifts

Ambassadors’ Legacy Council Members

Cristina Abreu

Cristina Abreu

Grove Bank & Trust

Joshua Blum

Joshua Blum

Partner
Ivolve & Thrive

jb@ivolveandthrive.com

Alicia Figueroa

Alicia Figueroa

Coastal Wealth

Gregg Gelber

Gregg Gelber

Morgan Stanley

Andrew Hall

Andrew Hall

VP Wealth Advisor
Farther Investments

andrew@farther.com

Kathryn Hernandez

Kathryn Hernandez

Director of Corporate Strategy & Social Media
H&CO

Alisha Kamadia

Alisha Kamadia

Unity Community Bank

Sasha Klein

Sasha Klein

Partner
Price Waterhouse Coopers (PWC)

sasha.klein@pwc.com

Karen Lapekas

Karen Lapekas

Tax Attorney
Lapekas Law, P.A.

karen@lapekaslaw.com

Beth Lazar

Beth Lazar

TherrelBaisden

Zak Mann

Zak Mann

Managing Director
Coastal Wealth

zmann@mycoastalwealth.com

 

Matt McKean

Matt McKean

Fiduciary Trust International

Liz Messianu

Liz Messianu

Lubell Rosen

Rene Negron

Rene Negron

Equitable Advisors

Jennifer Okcular

Jennifer Okcular

Nelson & Nelson

Nikki Packer

Nikki Packer

Wells Fargo

Mark Parthemer

Mark Parthemer

Chief Wealth Strategist, Florida Regional Director
Glenmede Trust

mark.parthemer@glenmede.com

Christopher Pastor

Christopher Pastor

Philanthropy and Family Governance Advisor
Bessemer

pastor@bessemer.com

Dora Present Lewin

Dora Present Lewin

BNY Mellon

Osagie Qualis

Osagie Qualis

Senior Director, Portfolio Manager
Grove Bank & Trust

oqualis@grovebankandtrust.com

Alyssa Razook Wan

Alyssa Razook Wan

Shareholder
Fowler & White

Web Info
razookwan@fowler-white.com

Lourdes Beatriz Rodriguez

Lourdes Beatriz Rodriguez

Senior Portfolio Manager
Northern Trust

lbr1@ntrs.com

Alonso Rodriguez Segarra

Alonso Rodriguez Segarra

CEO
Advise Financial

alonso@advise-financial.com

Eloisa Rodriguez-Dod

Eloisa Rodriguez-Dod

FIU College of Law

Chuck Runge

Chuck Runge

Senior VP
Truist

chuck.runge@truist.com

Ari Sernik

Ari Sernik

NPC Financial

Eric Sulzberger

Eric Sulzberger

Sulzberger & Sulzberger

Anton Taveras

Anton Taveras

Chief Sales Officer, Private Client
Fortun Insurance

anton.taveras@fortuninsurance.com

Angel Torres

Angel Torres

President, Lead Financial Advisor
New Horizon MC, LLC

angtorres12@gmail.com

Michael Unger

Michael Unger

VP of Investments & Planning
Coral Gables Trust

munger@cgtrust.com

Caridad Vasallo

Caridad Vasallo

Partner
Veritas Accounting Firm

carey@veritas-accounting.com

Andrew Wolf

Andrew Wolf

Wolf Financial

Nicklaus Children's Hospital Foundation
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