Engagement

Kathleen Boyle Dalen

Kathleen is a psychologist with deep experience blending her training in family and organizational systems with philanthropic strategy and governance. She is a thoughtful partner in helping families and teams navigate interpersonal dynamics to design effective approaches to governance, operations and organizational culture that strengthen both the family and the enterprise.

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Tim Yeung

Tim Yeung

Tim Yeung brings valuable knowledge from his ten years of experience working in his family’s successful commercial real estate business: Peterson Group.
His transition to the role of a Family Enterprise Advisor reflects his strong background in business and a deep understanding of family enterprise dynamics and governance structures.

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