Vincent Didkovsky
Vincent is an experienced family office professional with a strong background in tax, estate planning, investment management, and governance design.
Education
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 organizational and family systems with philanthropy governance.
Kathleen Boyle Dalen Read More »
Sarah Cox
Sarah provides consultation to multi-generation family businesses regarding governance, shareholder development, and leadership development.
Sharon Duguid
Sharon has been consulting and coaching internationally to privately held and family-owned enterprises for over 25 years.
Jeff Melanson
Jeff is a seasoned consultant known for his inventive approach to meeting business challenges and opportunities with a bold strategy.
Francisco Valera
Francisco specializes in research and consulting for complex family enterprises. His duties included doing economic analysis and family business education.
Maria Dolores Moreno
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 »
Katherine Grady
Katherine has advised families for over 25 years, focusing on continuity planning, governance design, leadership development, executive coaching, and team building.
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.