Next Gen
Related Advisors
Bobby Ning
With 25 years of experience, Bobby empowers wealth inheritors within enterprising families, equipping them with the essential mindset, practical tools, and crucial communication skills to become responsible owners and stewards of their wealth. He specializes in owner education development and financial literacy, delivering comprehensive wealth, tax, and estate management education tailored specifically for family enterprise and business leaders.Bobby is deeply passionate about…
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Alphil Guilaran
With 25 years of experience, Alphil empowers wealth inheritors to become responsible owners and stewards of their family's legacy. He's passionate about fostering financially literate generations, helping families bridge communication gaps to preserve their values and vision.Alphil's expertise is sought after, leading financial literacy programs for institutions like UBC, Simon Fraser University, and the Canadian Sports Institute. He collaborates closely with a…
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Sharilyn Hale
Sharilyn provides expert advice to generous families to channel their wealth and influence to create a better world. She works with changemakers across North America and the Caribbean, guiding them to give well, engage their families, and envision a meaningful legacy aligned with their values. Whether families are new to philanthropy or have a long philanthropic tradition, Sharilyn expertly blends…
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Isabel Pardo
Isabel brings two decades of international wealth management expertise, serving as a dedicated advisor to wealthy and enterprising families. She is passionate about cultivating lasting relationships, built on a foundation of trust and an in-depth understanding of each family's unique vision and legacy goals.In her most recent role as a Private Banker at Royal Bank of Canada, Isabel was instrumental in…
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Juana Carvajal
Juana Carvajal works in consulting teams with client-families across Latin America in the design and implementation of continuity plans for family businesses navigating generational transitions. Drawing on her academic background and personal experience as a member of a familybusiness, she brings a strong understanding of team development, group dynamics, and conflictmanagement. Juana has collaborated on a variety of projects across…
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