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.
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.
Thomas is a Partner with LGA, where he leads the firm’s Global Practice for Family Offices and is the lead advisor for Asia.
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.
Vincent is an experienced family office professional with a strong background in tax, estate planning, investment management, and governance design.
Sofia has specialized in working with family enterprises and family offices globally, with a strong focus on education and policies
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 has been a leader within her family enterprise, Saudi Arabia’s Zamil Group, and advises enterprising families throughout the middle east.
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’s expertise is in the area of family learning, family entrepreneurship and the development of the next generation
Phone
Address
163 Cedar Street, Suite 2B Branford, CT 06405 United States
