Mariana Martinez
Mariana advises families, family businesses, and family offices navigating complex transitions involving succession, governance, wealth transfer, and leadership development.
Communication
Lira Low
Lira Low is a conflict management specialist and a mediator, as well as a facilitator and executive coach. She facilitates sensitive conversations with and between different generations of enterprising families to support understanding, clarity and alignment on governance processes and systemic dynamics.
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.
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.
Helena Schmidt
Helena specializes in leadership development, executive and team coaching, and organizational learning.
Paula Rincon
Paula specializes in working with business families, helping them navigate interpersonal dynamics, manage conflicts, and strengthen relationships to ensure family harmony.
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.
Bob Kohli
Bob has decades of experience as a global advisor, predominantly in the Middle East and South Asia, with a focus on strategic planning and governance.
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.
Wendy Ulaszek
Wendy is a partner that has over 15 years of consulting and counseling experience in individual, group, and organizational assessment and leadership development.