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.
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.
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 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.
Drawing on her academic background and personal experience as a member of a family
business, she brings a strong understanding of team development, group dynamics, and conflict
management.
Thomas is a Partner with LGA, where he leads the firm’s Global Practice for Family Offices and is the lead advisor for Asia.
Claire Jung is a trusted family advisor with over 15 years of experience working alongside with family business enterprises and family offices across Asia Pacific region. She brings deep expertise in family governance, succession planning and legacy structures – combining technical tax knowledge with a strong understanding of family systems.
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.
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 »
Tim Yeung has a strong background in business and a deep understanding of family enterprise dynamics and governance structures.
Phone
Address
163 Cedar Street, Suite 2B Branford, CT 06405 United States
