Engagement
Related Advisors
Jeremy Cheng
With over two decades of experience in the field of family enterprise, Jeremy works closely with enterprising families to develop and review their governance systems, facilitate strategic transitions of their legacies, and nurture individual and organizational capabilities to achieve their shared future. Family learning is a key tool that he embraces, and he also guides rising-generation members in identifying their…
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Kathleen Boyle Dalen
Kathleen is a psychologist with deep experience blending her training in family and organizational systems with philanthropic strategy and governance. She is a thoughtful partner in helping families and teams navigate interpersonal dynamics to design effective approaches to governance, operations and organizational culture that strengthen both the family and the enterprise. Kathleen is committed to a direct and practical approach…
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Sofia Vollmer
Sofia comes from a multicultural background, with strong connections to Europe, Latin America, and the United States. She is a sixth-generation member from an entrepreneurial family in Venezuela.Sofia has specialized in working with family enterprises and family offices globally, with a strong focus on education and policies. Prior to joining LGA, she was active in implementing communications solutions for family…
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Lucía Arteta
In 2013, Lucía co-founded the Ecuador's chapter of the Family Business Network (FBN). Since then, she has served as the Executive Director of the Family Business Association-FBN Ecuador. In 2024, she joined LGA as an Affiliate Advisor.Over the course of 11 years, she has gained extensive experience as a facilitator for over 70 Ecuadorian family businesses. Additionally, her involvement in…
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Holly Isdale
Holly is a trusted advisor to multi-generational families who appreciate her deep technical expertise, particularly around family office strategy and estate planning. After 20-plus years on Wall Street, Holly was frustrated that wealthy families, despite hiring top advisors, were failing to achieve their goals, usually due to a lack of coordination and execution across these advisors. So she began advising families…
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