Mariana Martinez
Mariana advises families, family businesses, and family offices navigating complex transitions involving succession, governance, wealth transfer, and leadership development.
Education
Anurat Kongtoranin
Anurat focuses on helping enterprising families build governance structures, develop family constitutions, and prepare rising-generation leaders. His approach blends theoretical rigor with practical wisdom, shaped by his own journey navigating generational transitions within his family enterprise.
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Bobby Ning
With 25 years of experience, Bobby empowers wealth inheritors within enterprising families, equipping them with the essential mindset, practical tools, and crucial communication skills to become responsible owners and stewards of their wealth. He specializes in owner education development and financial literacy, delivering comprehensive wealth, tax, and estate management education tailored specifically for family enterprise and business leaders.
Alphil Guilaran
With 25 years of experience, Alphil empowers wealth inheritors to become responsible owners and stewards of their family’s legacy. He’s passionate about fostering financially literate generations, helping families bridge communication gaps to preserve their values and vision.
Ernie Patterson
Ernie is focused on designing, implementing, and supporting governance systems and educational programs within complex multi-generational family enterprises.
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.
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 in a team 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.