Mariana Martinez
Mariana advises families, family businesses, and family offices navigating complex transitions involving succession, governance, wealth transfer, and leadership development.
Vision
Sharilyn Hale
Sharilyn helps generous families and individuals channel their wealth and influence for good. She works with leading philanthropists and social purpose organizations across North America and the Caribbean, guiding them to give well, engage their families, and create a meaningful legacy.
Tim Yeung
Tim Yeung has a strong background in business and a deep understanding of family enterprise dynamics and governance structures.
Lisa Lazarus
Lisa is a trusted advisor, strategist, facilitator, and executive coach who applies an equity lens to help families take action.
Jeff Melanson
Jeff is a seasoned consultant known for his inventive approach to meeting business challenges and opportunities with a bold strategy.
Devin DeCiantis
Devin has been advising and teaching for over a decade and specializes in the financial, organizational, and strategic aspects of complex family enterprises.
Wendy Ulaszek
Wendy is a partner that has over 15 years of consulting and counseling experience in individual, group, and organizational assessment and leadership development.
Ivan Lansberg
Ivan is a Founding Partner and consults with complex family businesses in the USA, Canada, Asia, Europe and Latin America.
Ashley Blanchard
Ashley works with philanthropic families to help them define a shared vision for their family’s philanthropy, and the structures and operations to realize that vision.