Dimitris Valatsas
Dimitris specializes in helping family enterprises and family offices navigate complex geopolitical, financial, and macroeconomic challenges.
Processes
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.
Christopher Robichaud
Christopher has over a decade of professional experience working at the intersection of education and practice.
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Sharon Duguid
Sharon has been consulting and coaching internationally to privately held and family-owned enterprises for over 25 years.
Maria Cecilia Escallon
Maria has over 20 years of finance and governance experience within family businesses and actively serves on several Boards.
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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.
Francisco Valera
Francisco specializes in research and consulting for complex family enterprises. His duties included doing economic analysis and family business education.