Dimitris Valatsas
Dimitris specializes in helping family enterprises and family offices navigate complex geopolitical, financial, and macroeconomic challenges.
Drivers
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
Sarah Cox
Sarah provides consultation to multi-generation family businesses regarding governance, shareholder development, and leadership development.
Galit Philosof
Galit is a strategic financial coach and a trusted advisor to ultra-high-net-worth families and family businesses.
Lisa Lazarus
Lisa is a trusted advisor, strategist, facilitator, and executive coach who applies an equity lens to help families take action.
Christopher Robichaud
Christopher has over a decade of professional experience working at the intersection of education and practice.
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Sharon Duguid
Sharon has been consulting and coaching internationally to privately held and family-owned enterprises for over 25 years.
Maria Cecilia Escallon
Maria has over 20 years of finance and governance experience within family businesses and actively serves on several Boards.
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