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.
Policies
Christopher Robichaud
Christopher has over a decade of professional experience working at the intersection of education and practice.
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 works with partners and senior associates of the firm supporting client families to ensure the continuity of the family businesses.
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 is a partner who advises family enterprises throughout Latin America on complex corporate governance matters.
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 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 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.
