Succession
Related Advisors
Claudia Tondo
Claudia has been advising business families for over three decades, with expertise in businesses families' transitions, family governance, shareholder relations, family protocols, and strengthening corporate governance. She is a psychologist, certified in Family Systems Therapy, holds a Master’s degree in Group Processes and Interpersonal Relationships, and earned her Ph.D. in Psychology from PUCRS/HEC Montréal. As a co-founder of the…
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Marcy Laviage
Marcy’s experience as a clinical psychologist, executive coach, and team facilitator gives her a unique ability to recognize the impact of individual factors, such as belief systems, personality and needs, in a team or business environment. She has 25 years of experience as a Clinical Psychologist with a focus on high risk adolescent behaviors, complex family systems, and adult mental…
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Diane Roche
Diane has been a Clinical Psychologist for over 25 years, as well as a consultant, executive coach, workshop leader, and facilitator. She consults with executives and leaders in complex business and family environments to help them optimize the functioning of both individuals and the family business system. Her work focuses on helping families and teams to understand interpersonal dynamics and…
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Vincent Didkovsky
Vincent is an experienced family office professional with a strong background in tax, estate planning and investment management. He is passionate about family-centric service philosophy focused on protecting family interests, preserving their wealth, and educating family members to help achieve their full potential. His recent work with one of Canada's prominent families has drawn him towards governance and continuity projects.…
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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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