Policies

Tim Kelly

Tim Kelly led three family offices over the last three decades and now helps families solve the multi-faceted challenges of managing generational wealth.

Christopher Robichaud

Christopher Robichaud

Christopher has over a decade of professional experience working at the intersection of education and practice.

Maria Cecilia Escallon

Maria Cecilia Escallon

Maria has over 20 years of finance and governance experience within family businesses and actively serves on several Boards.

Catalina Arango

Catalina Arango

Catalina works with partners and senior associates of the firm supporting client families to ensure the continuity of the family businesses.

Jeff Melanson

Jeff Melanson

Jeff is a seasoned consultant known for his inventive approach to meeting business challenges and opportunities with a bold strategy.

Gustavo Carvajal

Gustavo Carvajal

Gustavo is a partner who advises family enterprises throughout Latin America on complex corporate governance matters.

Maria Dolores Moreno

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.

Wendy Ulaszek

Wendy Ulaszek

Wendy is a partner that has over 15 years of consulting and counseling experience in individual, group, and organizational assessment and leadership development.

Ivan Lansberg

Ivan Lansberg

Ivan is a Founding Partner and consults with complex family businesses in the USA, Canada, Asia, Europe and Latin America.

Ashley Blanchard

Ashley works with philanthropic families to help them define a shared vision for their family’s philanthropy, and the structures and operations to realize that vision.