Succession
Related Advisors
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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Tim Yeung
Tim Yeung trae a la mesa una colección de conocimientos valiosos producto de sus diez años de experiencia trabajando en el exitoso negocio inmobiliario multigeneracional de su familia. Su transición al papel de Asesor de Empresas Familiares refleja su sólido bagaje en negocios y una profunda comprensión de la dinámica y las estructuras de gobierno de las empresas familiares.Tim es…
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Tim Yeung brings valuable knowledge from his ten years of experience working in his family’s successful multi-generational commercial real estate business. His transition to the role of a Family Enterprise Advisor reflects his strong background in business and a deep understanding of family enterprise dynamics and governance structures. Tim is a Mechanical Engineer from the University of British Columbia, graduated with…
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