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 is a psychologist who consults in complex business and family environments to optimize the functioning of both individuals and the family business system.
Vincent is an experienced family office professional with a strong background in tax, estate planning, investment management, and governance design.
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 is a psychologist with deep experience blending her training in family and organizational systems with philanthropic strategy and governance.
Kathleen Boyle Dalen Read More »
Sarah provides consultation to multi-generation family businesses regarding governance, shareholder development, and leadership development.
Sharon has been consulting and coaching internationally to privately held and family-owned enterprises for over 25 years.
Jeff is a seasoned consultant known for his inventive approach to meeting business challenges and opportunities with a bold strategy.
Francisco specializes in research and consulting for complex family enterprises. His duties included doing economic analysis and family business education.
Maria is a former Chief Financial Officer and has worked in the field of finance in family-owned businesses over the last twenty years.
Maria Dolores Moreno Read More »
Phone
Address
163 Cedar Street, Suite 2B Branford, CT 06405 United States
