Lucía firmly believes that each family needs to design tailored structures, strategies, and agreements to succeed and to create a legacy beyond financial gains. Her expertise lies in designing and implementing family and corporate governance structures. She advocates for the power of educating future generations, establishing diverse and strategic boards of directors, and promoting women’s participation in leadership roles.
Holly Isdale is a trusted advisor to multi-generational families who appreciate her deep technical expertise and industry experience.
Tim Yeung brings valuable knowledge from his ten years of experience working in his family’s successful commercial real estate business: Peterson Group.
His transition to the role of a Family Enterprise Advisor reflects his strong background in business and a deep understanding of family enterprise dynamics and governance structures.
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
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’s expertise is in the area of family learning, family entrepreneurship and the development of the next generation
Phone
Address
163 Cedar Street, Suite 2B Branford, CT 06405 United States
