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.
Processes
Bob Kohli
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 Al Zamil
Basma has been a leader within her family enterprise, Saudi Arabia’s Zamil Group, and advises enterprising families throughout the middle east.
Dimitris Valatsas
Dimitris specializes in helping family enterprises and family offices navigate complex geopolitical, financial, and macroeconomic challenges.
Simran Kang
Simran supports family members in building financial acumen, systems, process and structure to complex family enterprises so they can focus on sharing, collaboration, and harmony.
Matt Allen
Matt’s expertise is in the area of family learning, family entrepreneurship and the development of the next generation
Galit Philosof
Galit is a strategic financial coach and a trusted advisor to ultra-high-net-worth families and family businesses.
Rania Labaki
Rania specializes in the interplay between family dynamics and family business decision-making.
Christopher Robichaud
Christopher has over a decade of professional experience working at the intersection of education and practice.
Sharon Duguid
Sharon has been consulting and coaching internationally to privately held and family-owned enterprises for over 25 years.
