Claudia Tondo
Claudia has been advising business families for over three decades, with expertise in businesses families’ transitions, family governance, shareholder relations, family protocols, and strengthening corporate governance.
Processes
Jeremy Cheng
With over two decades of experience in the field of family enterprise, Jeremy works closely with enterprising families to develop and review their governance systems, facilitate strategic transitions of their legacies, and nurture individual and organizational capabilities to achieve their shared future.
Sofia Vollmer
Sofia has specialized in working with family enterprises and family offices globally, with a strong focus on education and policies
Lucía Arteta
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
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 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
