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.
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 has specialized in working with family enterprises and family offices globally, with a strong focus on education and policies
Lucía firmly believes that each family needs to design tailored structures, strategies, and agreements to succeed and to create a legacy beyond financial gains.
Holly Isdale is a trusted advisor to multi-generational families who appreciate her deep technical expertise and industry experience.
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 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 has been a leader within her family enterprise, Saudi Arabia’s Zamil Group, and advises enterprising families throughout the middle east.
Dimitris specializes in helping family enterprises and family offices navigate complex geopolitical, financial, and macroeconomic challenges.
Mika advises family businesses on intergenerational transfer, strategy formulation, corporate governance, human capital development, and navigating complex changes
Phone
Address
163 Cedar Street, Suite 2B Branford, CT 06405 United States
