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.

Mika Mazor

Mika advises family businesses on intergenerational transfer, strategy formulation, corporate governance, human capital development, and navigating complex changes

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 Labaki

Rania specializes in the interplay between family dynamics and family business decision-making.

Christopher Robichaud

Christopher Robichaud

Christopher has over a decade of professional experience working at the intersection of education and practice.