Vincent is an experienced family office professional with a strong background in tax, estate planning and investment management. He is passionate about family-centric service philosophy focused on protecting family interests, preserving their wealth, and educating family members to help achieve their full potential.
Lucía firmly believes that each family needs to design tailored structures, strategies, and agreements to succeed and to create a legacy beyond financial gains.
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 has over a decade of professional experience working at the intersection of education and practice.
Christopher Robichaud Read More »
Maria has over 20 years of finance and governance experience within family businesses and actively serves on several Boards.
Maria Cecilia Escallon Read More »
Catalina works with partners and senior associates of the firm supporting client families to ensure the continuity of the family businesses.
Jeff is a seasoned consultant known for his inventive approach to meeting business challenges and opportunities with a bold strategy.
Gustavo is a partner who advises family enterprises throughout Latin America on complex corporate governance matters.
Maria is a former Chief Financial Officer and has worked in the field of finance in family-owned businesses over the last twenty years.
Maria Dolores Moreno Read More »
Wendy is a partner that has over 15 years of consulting and counseling experience in individual, group, and organizational assessment and leadership development.
Phone
Address
163 Cedar Street, Suite 2B Branford, CT 06405 United States
