Ernie Patterson
Ernie is focused on designing, implementing, and supporting governance systems and educational programs within complex multi-generational family enterprises.
Education
Helena Schmidt
Helena has been supporting leaders and teams for over two decades, specializing in leadership development, executive coaching, team coaching, and organizational learning. With deep expertise in adult learning, neuroscience, and systems thinking, Helena has worked with over 200 global leaders from top organizations.
Paula Rincon
Paula has been a Clinical Psychologist for over 15 years and a Family Business Consultant for more than a decade, as well as a mediator and facilitator. She specializes in working with business families, helping them navigate interpersonal dynamics, manage conflicts, and strengthen relationships to ensure both family harmony and business continuity.
Claudia Tondo
Claudia has been advising business families for over three decades, with expertise in businesses families’ transitions, family governance, shareholder relations, family protocols, and strengthening corporate governance.
Marcy Laviage
Marcy’s experience as a clinical psychologist, executive coach, and team facilitator gives her a unique ability to recognize the impact of individual factors, such as belief systems personality and needs, in a team or business environment.
Diane Roche
Diane is a psychologist who consults in complex business and family environments to optimize the functioning of both individuals and the family business system.
Vincent Didkovsky
Vincent is an experienced family office professional with a strong background in tax, estate planning, investment management, and governance design.
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.
Kathleen Boyle Dalen
Kathleen is a psychologist with deep experience blending her training in family and organizational systems with philanthropic strategy and governance.
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Sarah Cox
Sarah provides consultation to multi-generation family businesses regarding governance, shareholder development, and leadership development.
