Tim Kelly

Tim Kelly led three family offices over the last three decades and now helps families solve the multi-faceted challenges of managing generational wealth.

Basma Al Zamil

Basma has been a leader within her family enterprise, Saudi Arabia’s Zamil Group, and advises enterprising families throughout the middle east.

Simran Kang

Simran supports family members in building financial acumen, systems, process and structure to complex family enterprises so they can focus on sharing, collaboration, and harmony.

Matt Allen

Matt’s expertise is in the area of family learning, family entrepreneurship and the development of the next generation

Galit Philosof

Galit is a strategic financial coach and a trusted advisor to ultra-high-net-worth families and family businesses.


Devin DeCiantis

Devin has been advising and teaching for over a decade and specializes in the financial, organizational, and strategic aspects of complex family enterprises.

Neus Feliu

Neus Feliu

Neus has 20 years of expertise in corporate and family business governance specializing in large Latin American and European.