Cheryl Lane

Management

 


Cheryl A. Lane, President & Founder

IAR, CPA, MBA (Taxation), Realtor, FINRA Investment Banker, General Securities, Municpal Bond and Financial Operations Principal.

Cheryl A. Lane, founder and president of the Lane Group of Companies, has 30 years experience as a private investment banker, financial advisor and professional trustee serving business owners, property owners and family estates. Collectively, the companies are positioned to consult on, plan for and execute all types of transactions that a business or estate may require as it navigates the many transitions of a long and successful life cycle. Cheryl and her team are experts in developing complete and effective financial strategic plans. World Wide Wealth, LLC, is one of the five companies Cheryl guides under the Lane Group of Companies banner.

Before founding the Lane Group of Companies, Cheryl was a principal and national real estate expert for Arthur Young & Co. in San Francisco, where she was responsible for developing tax strategies for domestic and international investors. She also performed numerous feasibility studies and due diligence studies for prospective investors in US real estate projects. Cheryl has provided consulting services to Fortune 500 companies as well as to closely-held companies and wealthy estates.

Prior to her role at Arthur Young, she was a Senior Tax Manager for Touche Ross and Co. in Los Angeles. She was nationally recognized throughout her firm for her financial analysis and creative tax planning solutions, serving as their National Real Estate Investment Trust expert. Cheryl also held positions as Tax Manager for Laventhol & Horwath in San Francisco and Tax Consultant for Price Waterhouse & Co. in their San Francisco and Paris offices.

Cheryl is a FINRA Registered Investment Banker, Securities and Municipal Bond Principal, a Commodities Trading Advisor and a CPA, as well as a licensed Real Estate Broker, a Certified Business Intermediary and Life, Disability and Long-term Care Insurance Agent. She received her Masters Degree from Golden Gate University’s School of Taxation and spent several years as president of their Alumni Association. She graduated with distinction from Sonoma State University, where she earned her Bachelor of Arts Degree in Management with a concentration in Finance and Economics.

Cheryl edited the Tax Tips column of the San Francisco Examiner. She was the first woman governor to sit on the board of the National Association of Real Estate Investment Trusts (NAREIT). She is a member of the Marin County and San Francisco Estate Planning Councils, the San Francisco Association of Realtors, the Northern California Planned Giving Council, the California Association of Business Brokers, the International Business Brokers Association, the National Futures Association, the Association of Merger and Acquisition Advisors, M&A Source, the Real Estate Investment Securities Association (REISA) and the International Who’s Who of Entrepreneurs.

In addition to World Wide Wealth LLC, The Lane Group of Companies include: Lane Insurance Services LLC, providing Risk Management and Insurance Consulting; Porte d'Or Financial Ltd., Realtors and Business Brokers, Cheryl A. Lane, CPA, Tax Advisors and Business Consultants; and Le Groupe Lane Internationale Ltd., International Planners.