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.
Drivers
Marcy Laviage
Marcy’s experience as a clinical psychologist, executive coach, and team facilitator gives her a unique ability to recognize the impact of individual factors, such as belief systems personality and needs, in a team or business environment.
Diane Roche
Diane is a psychologist who consults in complex business and family environments to optimize the functioning of both individuals and the family business system.
Vincent Didkovsky
Vincent is an experienced family office professional with a strong background in tax, estate planning, investment management, and governance design.
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.
Kathleen Boyle Dalen
Kathleen is a psychologist with deep experience blending her training in family and organizational systems with philanthropic strategy and governance.
Kathleen Boyle Dalen Read More »
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.
Holly Isdale
Holly Isdale is a trusted advisor to multi-generational families who appreciate her deep technical expertise and industry experience.
Tim Yeung
Tim Yeung has a strong background in business and a deep understanding of family enterprise dynamics and governance structures.
