Lucía firmly believes that each family needs to design tailored structures, strategies, and agreements to succeed and to create a legacy beyond financial gains. Her expertise lies in designing and implementing family and corporate governance structures. She advocates for the power of educating future generations, establishing diverse and strategic boards of directors, and promoting women’s participation in leadership roles.
Holly Isdale is a trusted advisor to multi-generational families who appreciate her deep technical expertise and industry experience.
Tim Kelly led three family offices over the last three decades and now helps families solve the multi-faceted challenges of managing generational wealth.
Bob has decades of experience as a global advisor, predominantly in the Middle East and South Asia, with a focus on strategic planning and governance.
Basma has been a leader within her family enterprise, Saudi Arabia’s Zamil Group, and advises enterprising families throughout the middle east.
Dimitris specializes in helping family enterprises and family offices navigate complex geopolitical, financial, and macroeconomic challenges.
Mika advises family businesses on intergenerational transfer, strategy formulation, corporate governance, human capital development, and navigating complex changes
Christopher has over a decade of professional experience working at the intersection of education and practice.
Christopher Robichaud Read More »
Fernanda is a partner working primarily in Central and South America. Fernanda has extensive experience supporting families in transition.
Fernanda Jaramillo Read More »
Devin has been advising and teaching for over a decade and specializes in the financial, organizational, and strategic aspects of complex family enterprises.
Phone
Address
163 Cedar Street, Suite 2B Branford, CT 06405 United States
