2019 Conference Presenters and Program Committee
Cristina Alvarado

Universidad Autónoma de Barcelona | Barcelona, Spain

Cristina Alvarado is an expert family business consultant. Recently, she has started her academic career developing qualitative research in the field of family business and pursuing her doctorate in Psychology in Universidad Autónoma de Barcelona. She also collaborates at universities as Universidad de Barcelona and ESADE Business School.
Patricia Annino

Rimon PC | Boston, MA, USA

Patricia Annino is voted by her peers as a Best Lawyer in America (trust and estates). She has written seven books, including Women in Family Business: What Keeps You Up at Night? She is an ACTEC Fellow, a member of the BFF Board of Directors and a member of Indiana University Women’s Philanthropy Institute Advisory Board.
Claudia Binz Astrachan

Lucerne University of Applied Sciences and Arts | Lucerne, Switzerland

Claudia Binz Astrachan is a researcher and lecturer at Lucerne University of Applied Sciences and Arts (HSLU). In her role as the head of the Family & Business program she has been working closely with Swiss family businesses for the last decade. In addition to her role at HSLU, she acts as the head of the governance practice at Keyt Consulting, a family business consulting company, and serves as the chair for the Special Interest Group ‘Family Business Research’ at the European Academy of Management (EURAM), and as the Doctoral and Faculty Consortium manager as well as the head of the Research and Education Committee at the International Family Enterprise Research Academy (IFERA). Her scientific contributions have been published in several peer-reviewed journals (including the Journal of Family Business Strategy and the Journal of Small Business Management), and she has (co-) authored several practice-oriented articles and research reports for the family business community (i.e., on family business branding, family business longevity, shared leadership).
Mette Ballari

Oslo, Norway

For 15 years, Mette has worked with owners and next-generation owners of family businesses. She works as a special advisor to help families and their businesses achieve their strategic priorities and make sustainable improvements. Mette specializes in family business, consulting, mediation, coaching, succession, governance, ownership, wealth and family offices.
Josh Baron

BanyanGlobal Family Business Advisors | Boston, MA, USA

Dr. Josh Baron is a co-founder and partner at BanyanGlobal. For the last decade, he has worked closely with families who own assets together, such as operating companies, family foundations, and family offices. He is also an Adjunct Professor at Columbia Business School.
Fabian Bernhard

EDHEC Business School | Paris, France

Fabian Bernhard is an Associate Professor of Family Business and part of the Family Business Center at EDHEC Business School in Paris. He is a research fellow for family business at the University of Mannheim in Germany and previously at Stetson University in Florida. Equipped with the insights from his own family’s business, Fabian Bernhard worked several years for a renowned financial consulting company in New York. In his academic work he specializes in the emotional dynamics in family businesses, the preparation of next generational leaders, and the psychological attachment to the family business. His articles have been published in various academic and practitioner outlets as well as in the public media. Fabian Bernhard is a recipient of several honors and awards for his work on family businesses, such as the best dissertation honorable mention by FFI. Since 2014 he has been serving on the editorial review boards of the Family Business Review (FBR) and the Journal of Family Business Strategy (JFBS). Since 2017 he has been a member of the Board of Directors of FFI.
Deborah Bing

CFAR, Inc. | Boston, MA, USA

Debbie Bing is President of CFAR, a consulting firm celebrating 32 years of advising family businesses. She helps create leadership, strategic, and continuity plans that bridge family, business, and owner interests. Debbie serves on the FFI board, is an FFI Fellow, and holds the advanced certificate in Family Business advising.
Isabel Botero

Stetson University | DeLand, FL, USA

Professor Botero is an educator, researcher and consultant in the areas of management and family enterprise. She obtained her Ph.D. from Michigan State University. Her areas of specialty include strategic communication processes, communication in and about family enterprises, influence processes in organizations and next generation issues in family enterprises.
Linda Bourn

Crystal, Alliant Private Group | New York, NY, USA

Linda Bourn leads the Family Enterprise Risk Practice of Crystal, The Private Client Group of Alliant. She is a Fellow of FFI and earned the GEN Advanced Certificate in Family Business Advising. She has an MBA from Babson College and a BA from California State University at Long Beach.
Ismael Cala


Ismael Cala is a life and business strategist, best-selling author on leadership, entrepreneurship and personal development. He is ambassador to the concept of Corporate Happiness in Latin America.

He hosted “Cala,” a prime time show on CNN en Español, for more than 5 years, and The New York Times has referred to him as “the Latino Larry King”. Currently, Cala is considered to be one of the most important journalists of the American continent, as his message about social entrepreneurship, mindfulness and wellbeing has impacted millions of people that follow his work through his books, seminars, workshops and conferences.

Cala has traveled more than 35 countries around the world and is the host of his own interview show “Cara a Cala,” broadcast through YouTube and affiliated TV channels. He also publishes a weekly column in more than 50 newspapers and journals around Latin America and the United States. He’s the author of eight bestsellers and coauthor of Beat the Curve with Brian Tracy.

Cala was born in Santiago de Cuba in 1969 and earned a bachelor’s degree in Art History at Universidad de Oriente – Santiago de Cuba. He graduated from York University’s School of Communication in Toronto, Canada, and holds a Seneca diploma in Broadcasting – Television.

He has collaborated with great masters such as Deepak Chopra and John C. Maxwell and received personalized training from renowned international coaches such as Tony Robbins and Miguel Ruiz. He is President & Founder of Cala Enterprises Corporation and Ismael Cala Foundation.

Andrea Calabrò

IPAG Family Business Institute (IFBI), IPAG Business School | Nice, France

Andrea Calabrò is the Academic and Managing Director of the IPAG Family Business Institute (IFBI) and Professor of Family Business & Entrepreneurship at IPAG Business School, Nice, France. He is currently Global Academic Director of the STEP (Successful Transgenerational Entrepreneurial Practices) Project. He has published journal articles on family firms, internationalization, and corporate governance in leading international peer-reviewed journals such as: Strategic Management Journal, Entrepreneurship Theory & Practice, Corporate Governance: An International Review, Harvard Business Review (Case Study Collection), Journal of Business Research, Journal of Business Ethics, International Journal of Management Reviews, Family Business Review, Journal of Small Business Management.
Jeremy Cheng

The Chinese University of Hong Kong | Hong Kong, China

Jeremy Cheng is Founder of GEN+ Family Business Advisory and Research in Hong Kong. He was affiliated with leading family business research centers in Asia, with a focus on organizing events and programs for families in business and their advisors. He is the chair of FFI’s Asian Circle, and a member of the survey committee of STEP Project.
James Coutre

Fidelity Family Office Services | Boston, MA, USA

James Coutre oversees Fidelity Family Office Services’ Insights & Connections program, which provides family offices and wealthy families with thought leadership, referrals to industry experts and access to peer networking. He is a faculty member for GEN 504: Philanthropy and the Family Enterprise.
Jonathan Crystal

Crystal, Alliant Private Group | New York, NY, USA

Jonathan Crystal is an Executive Vice President at Crystal, The Private Client Group of Alliant. He graduated cum laude with his Bachelor of Arts from the Woodrow Wilson School of Public & International Affairs at Princeton University and with a certificate from the Program in Latin American Studies.
Kyle Danner

Family Business Advisor, KD1 LLC | Kansas City, MO, USA

Kyle Danner holds a Masters in Counseling from the University of Missouri-Kansas City, a Certificate in Family Business Advising from the Family Firm Institute, and the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Kyle operates a consulting practice advising family-owned businesses on succession and transition planning.
Anthony Devine

University of Northumbria | Newcastle, England

Anthony Devine, PhD, is at the University of Northumbria, Newcastle, England. He teaches at both the undergraduate and postgraduate levels with a focus on financial and management accounting, corporate governance, ethics and family business.
Nicholas Di Loreto

BanyanGlobal Family Business Advisors | Boston, MA, USA

Nick Di Loreto is a Principal at BanyanGlobal. For the better part of the last decade, he has counseled client families in North America, Asia, Europe, and the Middle East on governance, owner development, shared family properties, and business strategy issues.
Kimberly Eddleston

Northeastern University | Boston, MA, USA

Professor Eddleston received her Ph.D. from the University of Connecticut and from Cornell University and Group ESSEC. Her research focuses on family businesses and the careers of entrepreneurs, and explores how the family can be a resource/constraint to the family business and how family businesses can remain innovative.
Ross Ellenhorn

Ellenhorn, LLC | Arlington, MA, USA

Ross Ellenhorn, PhD, is trained as a sociologist, psychotherapist and social worker. Dedicated to the work of helping individuals remain outside of institutional settings despite their mental health and addiction issues, Ross is Founder/CEO of the Ellenhorn program in Arlington, MA, and President of the Association for Community Integration Programs.
Peter Englisch

PwC Germany | Essen, Germany

An experienced assurance and business advisory partner, Peter has served family-owned business clients for over 20 years. He founded the NextGen Academy, a global program for young successors, and regularly authors publications about family business and leading annual and other market surveys. Currently Global Leader for Family Business at PwC.
Pablo Aure Fariñez

Exaudi Family Business Consulting | Valencia, Venezuela

Pablo Aure is an expert in the design and implementation of family councils and boards of directors and in handling family dynamics in both family and corporate environments, especially in the context of changes and new ventures. He is a lecturer and author in the field of family business in Latin America.
Neus Feliu

Lansberg, Gersick & Associates

Dr. Neus Feliu is a consultant, researcher and educator in the area of family enterprises. She is a partner at Lansberg, Gersick & Associates LLC, a global professional advisory firm supporting the world’s leading family enterprises on all aspects of governance and continuity, often as they face complex generational transitions.

Building on her background in economics and organizational psychologist, Neus has developed an expertise in corporate and family business governance, specializing in large Latin American and European Family Businesses. Neus obtained her PhD from ESADE Business School with a specialization in philanthropy in family enterprises from a governance perspective. Committed to research and education within the field of family enterprises, complementing her advising work, Neus lectures on family business governance, responsible ownership, leadership and philanthropy.

Neus grew up in a family with their own business in Barcelona, and this taught her to appreciate the special value these organizations contribute to society.

Dina Friedman

Wealth Manager, JP Morgan Private Bank | New York, NY, USA

Dina Friedman is a Managing Director at JP Morgan. Ms. Friedman, a member of the Wealth Advisory Group, works with clients of the firm’s Private Bank and their advisors to develop and implement estate plans, asset protection, charitable planning, and wealth transfer solutions. B.S. Brooklyn College and J.D. Yale.
Kelin Gersick

Lansberg, Gersick & Associates | New Haven, CT, USA

Kelin Gersick is a Lecturer in Psychiatry at Yale Medical School, Professor Emeritus at the California School of Professional Psychology, and co-founder of Lansberg, Gersick & Associates. Kelin’s many publications include Generation to Generation: Life Cycles of the Family Business and Generations of Giving: Leadership and Continuity in Family Foundations.
James Grubman

Family Wealth Consulting | Boston, MA, USA

Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues that arise around wealth. He helps families establish healthy patterns of communication, governance, and parenting for succeeding generations. He is the author of the renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations, and co-author (with Dennis T. Jaffe, PhD) of Cross Cultures: How Global Families Navigate Change Across Generations. He has been published widely and quoted extensively by The Wall Street Journal, The New York Times, CNBC, and other media, including Malcolm Gladwell’s 2013 book, David and Goliath: Underdogs, Misfits, and the Art of Battling Giants. Dr. Grubman holds Fellow status in the Family Firm Institute and the Purposeful Planning Institute, and he has been a member of several US and international estate planning organizations. He maintains specialty interests in neuropsychology and legal issues impacting wealth management. His global consulting practice, Family Wealth Consulting, is based in Massachusetts, USA.
Andrew Hier

Cambridge Family Enterprise Group | Cambridge, MA, USA

Andrew Hier is a senior advisor and partner at Cambridge Advisors to Family Enterprise, a highly specialized international advisory firm serving family enterprises. He is a fellow at Cambridge Institute for Family Enterprise, a leading education and research institute dedicated to the significant issues family enterprises face. Both organizations comprise Cambridge Family Enterprise Group, a global organization, founded in 1989, devoted to helping families achieve multigenerational success for their families, enterprises, and financial wealth.

Mr. Hier is an internationally recognized expert and trusted advisor to multigenerational family enterprises. Since 2003, he has advised family-owned businesses around the world on strategies for growing and passing their enterprises to the next generation. His areas of focus include ownership issues; family and business governance; succession planning; performance evaluations of family employees; and family communication. He is a globally recognized expert on the ownership dimension of family enterprises, which encompasses ownership strategies, trust and estate planning, shareholder agreements, the owners’ council, shareholder unity, and preparing the next generation to serve as effective owners.

Mr. Hier frequently teaches around the world at conferences, education programs, and private family meetings. He lectures on the topics of family business dynamics, family governance, creating an effective board of directors, improving family communication, family business succession planning, and developing a family’s core values, mission, and vision statements. He is chair of the Preparing Owners of a Family Business program, and teaches in the Building a Worldclass Board for the Family Enterprise program at the Cambridge Institute for Family Enterprise. He is a facilitator in two programs at the MIT Sloan School of Management: The Future Family Enterprise program for post-founder families, and the Founder to Family program for founders and the second generation. For several years, Mr. Hier served as a facilitator and guest lecturer at Harvard Business School’s Families in Business program.

Mr. Hier has authored important works on the unique ownership challenges of family enterprises. He recently authored, with Professor John Davis, a chapter on “Family Unity: What Is It, Why Is It Vital, and How to Achieve It” in the book Wealth of Wisdom (Wiley, 2018). He is co-author of the forthcoming book Understanding the Power of Ownership: A Guide to the Responsibilities and Rights of Family Enterprise Ownership (Cambridge Institute for Family Enterprise, to be published soon). He authored the articles “Key Diagnostic Parameters for Family Enterprise Functionality” (The Family Firm Institute Practitioner, 2015) and “Developing an Ownership Strategy” (Cambridge Institute for Family Enterprise). Mr. Hier is active in The Family Firm Institute (FFI), the preeminent association for family enterprise professionals, and served as co-chair of the 2014 FFI Global Conference in Washington D.C.

Earlier in his career, Mr. Hier was CEO of Bennett and Co., then one of the world’s largest privately held intimate apparel companies. Prior to this, he practiced law for 15 years, most recently as a partner in a Boston law firm and earlier as an assistant district attorney in Massachusetts.

Mr. Hier earned his J.D. from Harvard Law School and his B.A. in Philosophy and Economics from Harvard College. He is fluent in English and conversant in French.

Dennis Jaffe

Wise Counsel Research | San Francisco, CA, USA

Dr. Jaffe is research associate at Wise Counsel Research and author of Cross Cultures: How Global Families Negotiate Change Across Generations (with James Grubman), Stewardship in your Family Enterprise, and Working with the Ones You Love. His research on 100-year family enterprises will be published this year by Bloomberg Press.
Roland Kidwell

Florida Atlantic University | Boca Raton, FL, USA

Professor Kidwell is the DeSantis Distinguished Professor of Management and Entrepreneurship at Florida Atlantic University. His teaching, research and outreach efforts focus on entrepreneurship, family firms, franchising and deviant/dysfunctional behavior in organizations.
Ann Kinkade

Lucid Legacy | Madison, WI, USA

Ann Kinkade brings three decades of business experience, working exclusively with family enterprises as a chosen vocation for the last two decades. Through her firm Lucid Legacy, she works with individuals and families to develop clarity and alignment, thereby supporting desired positive intentions and actions for them and their enterprises.
Thomas Koch

Professor of Pediatric Neurology, Division Chief, Medical University of South Carolina | Charleston, SC, USA

Thomas Koch earned his Medical Doctorate at the University of California, San Diego. He currently is Division Chief of Pediatric Neurology at the Medical University of South Carolina. He has been very active within the American Academy of Pediatrics and has been an active speaker at numerous national conventions.
Rania Labaki

EDHEC Business School | Roubaix, France

Rania Labaki is FFI Fellow, Associate Professor of Management at EDHEC Business School and Director of the EDHEC Family Business Centre. She served as Programme Committee member for the FFI 2017 Conference and was awarded by FFI for the Best Unpublished Paper and the Best Family Business Review Article.
Rob Langdon

Investment Specialist, JP Morgan Private Bank | New York, NY, USA

Rob Langdon is an Investment Specialist at JP Morgan, where he provides investment advice across asset classes to individuals, families, foundations, and endowments. Rob has been involved in the responsible and impact investing space for several years focusing on ESG investing. B.A. UNC Chapel Hill and MBA University of Virginia.
Edwin Levin

Ellenhorn, LLC | South Burlington, VT, USA

Ed Levin, MS, LICSW has been involved with mental health treatment programs in leadership, marketing, and clinical positions for almost 50 years. His experience in business development and clinical work equips him to be a trusted resource to programs and families when serious mental illness is the focus.
Louise Levin

Louise Levin Associates | Greens Farms, CT, USA

Louise Levin, is a trauma trained licensed Marriage and Family Therapist who holds two Masters in Communications and Marriage and Family Therapy. In her early career, Louise was recruited by Chase Manhattan Bank to design, implement and run the Public Relations and Marketing for their Private International Bank worldwide. After receiving her second Masters, Ms. Levin applied her private sector experience to inform her practice of twenty years working with high-net-worth families and young entrepreneurs. Her focus is on mitigating and breaking the patterns of the deleterious impacts of a diminished capacity for romantic intimacy that is experienced both by individuals and past down intergenerationally in family businesses. She maintains a blog at TheQueensRant.com.
Francesco Lombardo

Veritage Family Office | Vancouver, British Columbia, Canada

Francesco Lombardo is a trusted advisor with over twenty years of experience with some of the world’s most successful and affluent families. He is the founder of Veritage Family Office and author of several books, including Safe Space: Governance in action.
Daniel Lorenzo

University of Cadiz | Cadiz, Spain

Daniel Lorenzo. Associate professor of Management at the University of Cádiz, Spain, and also holds the Santander Family Business Chair, since 2004. Published papers in International Small Business Journal, The Practitioner, Harvard Deusto Business Review and European Journal of Family Business. Ph.D. extraordinary award of the Faculty of Economics and Management at the University of Cádiz.
Greg McCann

McCann & Associates | DeLand, FL, USA

As an author, educator, coach, consultant, and speaker, Greg McCann works with family enterprises in the areas of leadership, succession, communication, conflict resolution, and with a special emphasis on helping the next generation succeed in their careers and lives through his boutique firm McCann and Associates.
Natalie McVeigh

EisnerAmper | Iselin, NJ, USA

Natalie is Director, Center for Family Business Excellence at EisnerAmper. She is a Certified Professional Coach who facilitates conversations and growth. She has earned additional certifications in personality and preference assessments that help her clients build their communication repertoire and human capital, and implement other strategies to strengthen their families.
Jean Meeks-Koch

The Family Business Consulting Group | Mount Pleasant, SC, USA

Jean Meeks-Koch is a leader in organization design, behavioral dynamics, talent management and human resources. Jean collaborates with families to look beyond the immediate pressing issues and look out into the next generational horizon. Jean uses design thinking as a methodology to solve complex problems and find desirable solutions.
Anneleen Michiels

Hasselt University | Hasselt, Belgium

Anneleen Michiels is currently assistant professor of finance and family business at the Research Center for Entrepreneurship and Family firms at Hasselt University in Belgium, where she teaches at the undergraduate, postgraduate and executive levels. She obtained her PhD from Hasselt University in 2012 and has been full time faculty at HU Brussels (Belgium) and KU Leuven (Belgium) and a visiting scholar at Stetson University (Fl, USA), Florida Atlantic University (Fl, USA), Grand Valley State University (Mi, USA) and Adelaide Business School (Australia). She is currently servicing EURAM as chair-elect for the Family Business Research Strategic Interest Group and is a member of IFERA’s Education & Professional Development Committee and an editorial board member for the Journal of Family Business Strategy. Her research interests span a wide range of topics at the intersection of finance, governance and HRM in the context of family businesses. She has shared her research findings in peer-reviewed journals such as the Family Business Review, Small Business Economics and the Journal of Family Business Strategy, but also in several practice-oriented magazines.
Greg Owen-Boger

Turpin Communication | Chicago, IL, USA

Greg Owen-Boger is the Vice President of Turpin Communication, a business communication training firm in Chicago. Over the years he has coached countless employees and leaders, including FFI GEN Faculty, to be more effective presenters, facilitators, and trainers. He holds the Bates ExPI (Executive Presence Index) Coaching Certification.

Greg is a frequent blogger, popular speaker, and the co-author of two books: The Orderly Conversation: Business Presentations Redefined, and Effective SMEs: A Trainer’s Guide for Helping Subject Matter Experts Facilitate Learning.

In his spare time, he is the Executive Director of Turpin Cares, NFP, which provides food, hygiene, and comfort items to the homeless on Chicago’s south side. He started life as an actor.

María José Parada

ESADE Business School | Barcelona, Spain

Dr. María José Parada is a faculty member at the Strategy and General Management Department and Co-director of the MBA Family Business Lab at ESADE. She earned her PhD from Jönköping International Business School and from ESADE. Dr. Parada is Visiting Researcher at the INSEAD Global Leadership Center, France, and at HEC, Paris, as well as an FFI Fellow and Advanced Family Business Advising certificate holder.
Torsten M. Pieper

University of North Carolina at Charlotte | Charlotte, NC, USA

Torsten M. Pieper is Associate Professor of Management in the Belk College of Business at The University of North Carolina at Charlotte. Before joining UNC Charlotte, Dr. Pieper was an associate professor at Kennesaw State University where he was Academic Director of the DBA Program and Research Director for the Cox Family Enterprise Center. Dr. Pieper is President of the International Family Enterprise Research Academy (IFERA), the largest network association of family business researchers in the world, and Editor-in-Chief of the Elsevier title Journal of Family Business Strategy (JFBS), one of only two impact-factored journals dedicated entirely to the scientific study of family businesses (JFBS 2017 Impact Factor: 2.605). His research and writings have been recognized with several international awards. He is a frequent speaker to professional and industry associations on the topics of family business cohesion, strategy and governance. Dr. Pieper earned his two Master of Science degrees from Saarland University (Germany) and EM LYON Business School (France), and a Doctorate from EBS University of Business and Law in Oestrich-Winkel (Germany).
Maya Prabhu

Managing Director, JP Morgan Private Bank | London, England

Maya leads the Wealth Advisory practice for Europe, Middle East and Africa (EMEA) and is a member of the Private Bank’s Operating Committee for EMEA. As a specialist advisor, she advises families on strategies to plan for and support the harmonious transition of their family wealth and family businesses to the next generation. Her areas of focus include developing family governance and communication strategies, next generation engagement and development, establishing family offices and in crafting effective and rewarding philanthropy strategies. Maya has worked with families around the world especially the UK, Middle East and Asia.

Prior to joining JP Morgan in 2018, Maya worked at Coutts & Co London for over 10 years as a specialist advisor and where she most recently led Wealth Advisory Services.

Maya holds practicing certificates in Family Business Advising and Family Wealth Advising from the Family Firm Institute (Boston, USA), a Certificate in Executive Coaching from the Henley Business School (University of Reading) and is an accredited mediator from Regents University. She is a member of the teaching faculty for the Family Firm Institute’s GEN courses and for the Society of Trust and Estate Practitioner’s Professional Postgraduate Diploma in Private Wealth Advising. She has also guest lectured for the Wealth Management Institute, Singapore. Maya serves on the Board of the London Musical Theatre Orchestra and volunteers as a community mediator.

Jon Quinn

Rockefeller Philanthropy Advisors | Chicago, IL, USA

Jon joined Rockefeller Philanthropy Advisors in May 2014 and is based in the Chicago office. He works with individual, family, institutional, and corporate donors across the Midwest, around the country, and around the world. In his time at RPA he has worked with a number of donors on climate change and environmental conservation; supported the work of foundations re-tooling strategy in post-bankruptcy Detroit; helped a family foundation in Chicago design a strategy to support the city’s infrastructure of small and mid-sized theaters; worked on a team assessing a foundation’s internal staffing structure with a focus on diversity, equity, and inclusion; and assisted a multinational company develop partnerships with organizations around the country that help young people access higher education.
Borja Raventós

Codorníu Raventós | Barcelona, Spain

Borja Raventós is a consultant and coach to business families. He is on the Board of Directors of FFI. He also works at IESE Business School and is a 16th generation shareholder of Codorníu Raventós, where he has been on the Board of Directors for over 8 years.
Mark Rembert

CFAR, Inc. | Boston, MA, USA

Mark Rembert, PhD, is a Manager at CFAR and is an applied economist. Mark combines experience leading crisis driven innovation and expertise in empirical analysis and data science to support CFAR’s clients in developing and executing innovative strategies, engaging critical stakeholders and navigating the complexities of change.
Paula Rincón

Exaudi Family Business Consulting | Bogota, Columbia

Paula Rincón. Expert on the guidance of family business dynamics during conflict resolution and negotiation processes, as well as on the creation of family and business strategies for legacy transmission. She is a clinical psychologist, trained in negotiation at the Harvard Law School. Credited with the Family Business Advisor from the Family Firm Institute (FFI).
Kirby Rosplock

Tamarind Partners | Palm Beach Gardens, FL, USA

Kirby Rosplock, FFI Fellow, is founder and principal of Tamarind Partners, Inc., in Florida and is a recognized researcher, innovator, adviser, author and speaker in the field. She is the author of The Complete Family Office Handbook. She is a faculty member for GEN 502: Governance in the Family Enterprise.
Carlo Salvato

Bocconi University | Milan, Italy

Carlo Salvato is a full professor of strategic management, entrepreneurship, and family business strategy at Bocconi University in Milan, Italy, where he is the Director of the CLEAM undergraduate program in Management. He obtained a PhD in business administration and management from Bocconi University and a PhD in entrepreneurship and management from Jönköping International Business School, Sweden. His current research focus is on organizational capabilities, with an empirical focus on family firms. He is the former Chair of the Entrepreneurship Division of the Academy of Management, a former associate editor of the Family Business Review, and the current Vice Chair of the Board of Directors of the Family Firm Institute.
Guillermo Salazar

Exaudi Family Business Consulting | Cypress, TX, USA

Guillermo Salazar. Family Business Consultant FFI Fellow and Advance Certificate in Family Business Advising. FFI International Award (2015). Co-founder of the VSG Iberoamérica. In 2010, he founded Exaudi Family Business Consulting with offices in the US, Spain and Latin America. He has been a member of the FFI Board of Directors and professor of GEN in Spanish.
Brett Scola

Pitcairn | McLean, VA, USA

Brett Scola, CPA/PFS, CFP® is Managing Director at Pitcairn. Brett advises families and single family offices on a range of complex wealth issues including planning, taxes, investments, and fiduciary matters. Brett has worked in the professional and financial services field for over 20 years, advising families, individuals and privately-owned businesses.
Todd Smith

CFAR, Inc. | Boston, MA, USA

Todd Smith is a Senior Consultant at CFAR and has worked extensively with families over the years in the areas of governance, education, strategy, and communication improvement. In addition, he has worked within family-owned businesses on areas such as strategy, process improvement and organizational alignment.
Hank Snyder

Senior Banker, JP Morgan Private Bank | New York, NY, USA

Hank Snyder is an Executive Director advising complex multigenerational families, individuals, entrepreneurs, public and private company executives, philanthropists, and related trusts and foundations. Hank focuses, in part, on ESG investing, and represents environmental foundations and environmental philanthropists. Hank specializes in complex multi-generation trusts. B.A. UPenn and J.D. UConn Law School.
Lauri Union

Babson College | Wellesley, MA USA

Lauri has extensive experience both in family business leadership and entrepreneurship through organizational transformation. At age 27, she became President/CEO of her family business, Union Corrugating, a deeply troubled manufacturer of building products. She grew the company and remained on the board after a private equity sale. She earned her BA in Economics at Princeton University and her MBA at Harvard.
Alfredo Valentino

ESCE International Business School | Paris, France

Alfredo Valentino is associate professor in International Business at ESCE International Business School in Paris. He obtained his Ph.D. in Management from Luiss Guido Carli University in Italy. He has experience in teaching graduate, undergraduate and post-graduate courses. His research interests include family firms internationalization, Headquarter-Subsidiary relations, location and relocation decisions of multinational enterprises, and internal and external embeddedness of subsidiaries. His work has been published in major journal of International Business such as Journal of World Business and International Business Review. He is also part of the STEP project as global research champion.
José Ángel Vázquez

Universidad de Monterrey | San Pedro Garza Garcia, N.L., Mexico

José Ángel Vázquez. PhD in Economics and Business from the Ramón Llull University in Barcelona, Spain. Director of the Family Business Center of the University of Monterrey. He has published two research books related to the family business. He is the founder of the Family Business Researchers Network in Mexico.
Sofía Vollmer

Trusted Family | Brussels, Belgium

Sofia Vollmer is responsible for Client Success at Trusted Family, the leading digital platform for family offices and family businesses. Based in Belgium, Sofia works globally with family shareholders, their boards and their advisors in providing tailored digital solutions. Sofia is a sixth-generation member from a Venezuelan family business. Prior to joining Trusted Family, Sofia managed digital security programs in Africa and the Middle East for the European Union. She holds a Masters’ in International Security from Sciences Po, in Paris (France).
Jamie Weiner

Inheriting Wisdom | Chicago, IL, USA

Dr. James Weiner, Wealth Whisperer™, co-author of The Legacy Conversation, and co-founder at Inheriting Wisdom, assists families and advisors in navigating the intangible complexities associated with money and wealth. Dr. Weiner, FFI Fellow, former board member and chair of the Practitioner’s editorial board, is researching the “Land of Giants.”
Susan Weinstock

AARP | Washington, D.C., USA

Susan Weinstock, vice president of financial resilience, is responsible for the overall strategic direction of AARP programs and education competencies to improve the financial security of persons age 50 and older. Susan has more than 20 years of advocacy, communications, research, grassroots and legislative experience. Prior to AARP, she was director of the office of consumer policy at the US Treasury Department.
Caleb White

CFAR, Inc. | Boston, MA, USA

Caleb White is a Principal at CFAR and specializes in the complex strategic and operational issues facing today’s family organizations. He draws on his experience in both privately-held and large public companies and is particularly attuned to high stakes shareholder issues and complex multi-generational family business dynamics.
Marta Widz

IMD | Lausanne, Switzerland

Marta Widz is a researcher, conference speaker, writer and advisor in the field of family business. She earned a Doctor oeconomicae from the leading Center for Family Business at the University of St. Gallen (CFB-HSG), Switzerland. Dr. Widz is a Research Fellow at the Global Family Business Center at IMD in Lausanne, Switzerland, and an academic lecturer at various universities in Switzerland.
Kathy Wiseman

Working Systems, Inc. | Washington, DC, USA

Kathy Wiseman, Bowen Family Systems Theory expert and President of Working Systems in Washington DC, helps families make effective decisions when stakes are high and emotions cloud possible options. A founding member, former president, and Fellow of FFI, she has a University of Pennsylvania BA and George Washington University MBA.
Jack Wofford

Mediator and Arbitrator | Cambridge, MA, USA

Jack Wofford, mediator, facilitator and arbitrator based in Cambridge, Massachusetts, has mediated over 500 matters, including extensive experience helping family enterprises manage conflict. A Fellow and former board member of FFI, he graduated from Harvard College, Harvard Law School, and Oxford University, where he was a Rhodes Scholar.