Ernie Patterson
Ernie is focused on designing, implementing, and supporting governance systems and educational programs within complex multi-generational family enterprises.
Drivers
Helena Schmidt
Helena specializes in leadership development, executive and team coaching, and organizational learning.
Paula Rincon
Paula specializes in working with business families, helping them navigate interpersonal dynamics, manage conflicts, and strengthen relationships to ensure family harmony.
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.
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 in a team 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 organizational and family systems with philanthropy governance.
Kathleen Boyle Dalen Read More »
Sofi M. Vollmer
Sofi has specialized in working with family enterprises and family offices globally, with a strong focus on education and policies