Sofia Vollmer
Sofia has specialized in working with family enterprises and family offices globally, with a strong focus on education and policies
Agreements
Holly Isdale
Holly Isdale is a trusted advisor to multi-generational families who appreciate her deep technical expertise and industry experience.
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 has 20 years of expertise in corporate and family business governance specializing in large Latin American and European.
