Agreements

Sharilyn Hale

Sharilyn helps generous families and individuals channel their wealth and influence for good. She works with leading philanthropists and social purpose organizations across North America and the Caribbean, guiding them to give well, engage their families, and create a meaningful legacy.

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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.

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Claire Jung

Claire Jung is a trusted family advisor with over 15 years of experience working alongside with family business enterprises and family offices across Asia Pacific region. She brings deep expertise in family governance, succession planning and legacy structures – combining technical tax knowledge with a strong understanding of family systems.

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