Clare Stirzaker, partner in private client & tax at Boodle Hatfield, specializes in succession planning and related legal and tax matters for multi-generational families and their family offices. Her practice focuses on succession planning strategy, designing bespoke asset holding and wealth management structures, implementing family and corporate governance frameworks, and developing philanthropic strategy.

Catherine Grum has helped enterprising families for more than twenty years, with her positions as a private client lawyer at A&O, a wealth advisor at Barclays, a leader of a private office and a board member of its international trust companies at Salamanca Group, and a founder of family office advisory practices at BDO and KPMG. Catherine now runs her own independent consulting business.

Patricia M. Annino is a partner at the Boston office of Rimôn Law. She has been voted by her peers as one of the best lawyers in America, and she was the initial recipient of EuroMoney/Legal Media’s Best in Wealth Management – USA award. She is a former member of the FFI board of directors, a founding member of the FFI 2086 Society, and a frequent contributor to the FFI Practitioner.

Judy Green is president of the Family Firm Institute and managing partner of Green Associates LLC. Judy has received the Barbara Hollander Award and the International Award from the Family Firm Institute. She is also the editor of a digital magazine, Olive: A Journal Devoted to Ambiguity.

Ken McCracken is a family business consultant whose work includes succession and governance planning for family enterprises, helping clients implement their succession and governance plans, and education and training for enterprising families and for their advisors. Ken has created and co-authored courses in family enterprise and private wealth for STEP and is a contributor to the FFI Practitioner.

Hayden Bailey is the head of private client and tax at Boodle Hatfield. He has extensive experience in advising family business owners, entrepreneurs, and city executives on their wealth and succession planning and UK capital taxation strategy. He also has expertise in advising clients on partnerships, shareholder issues, and corporate governance.

Dan Frosh is a director at the Merrill Center for Family Wealth®. With over a decade of experience as an attorney and family business advisor, Dan guides families to develop successful governance practices, plan for leadership and ownership succession, and align around a collective vision for their future. Prior joining Merrill, Dan served as a senior advisor at Cambridge Family Enterprise Group (CFEG).

Andrew P. Hier is a senior advisor and partner at Cambridge Family Enterprise Group and a fellow at Cambridge Institute for Family Enterprise. He is an expert and advisor to multi-generational family enterprises, particularly in the ownership dimension of 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.

Bryony Cove is a private client lawyer working with a broad range of UK and international clients, from individuals and families to trust companies and family businesses. At the core of her practice is helping clients and their families put in place the most effective strategies to manage the long-term stability and integrity of their estates.

Nick Jacob is a partner in the Forsters LLP private client team and a specialist in family governance and succession planning with over forty years of experience. He specializes in all aspects of cross-border estate planning that protect against family disputes. Nick has a particular focus on advising families in East Asia and understands the evolving cultural dynamics facing different generations in this region.