As a partner and the chief creative officer at Ballentine Partners, Covie is responsible for thought leadership for the firm and for ensuring that the firm brings novel thinking to clients. Covie also leads several of the firm’s large family client engagements and manages all aspects of her clients’ financial affairs, including their investment portfolios, tax and estate planning, insurance needs, philanthropic planning, and liquidity planning. Covie specializes in helping her clients to manage the impact of their wealth and ensure that their comprehensive wealth management strategy reflects their families’ values and goals.

Note: This session will be conducted in Spanish.

English:
The Virtual Study Group Iberoamérica invites you to a series of presentations on the latest issues in consulting, research, and development of ideas on family businesses in Spain and Latin America. Join us to discover the new concepts’ excitement and the specialists and professionals who will share with the attendees.

Español:
El Virtual Study Group Iberoamérica los invita a una serie de exposiciones sobre los últimos temas en materia de consultoría, investigación y desarrollo de ideas sobre las empresas familiares en España y Latinoamérica. Acompáñanos a descubrir la emoción de los nuevos conceptos y a los especialistas y profesionales que compartirán con los asistentes.

Claudia Raunich is founder and president at Claudia Raunich People Experiences S.L. Claudia has over thirty years of experience in a variety of human resources executive roles across different markets (Americas, Europe, Asia), focusing on talent succession, executive teams’ development, inclusion, diversity, and well being. She led the Inclusion & Diversity Committee at the American Chamber of Commerce in Mexico for eight years, providing advice to more than 250 small & medium companies and corporations. Last year, she launched her own consulting firm to assist family enterprises through their family council and human resources teams.

Ángel de Lorenzo Nieto is co-founder and executive director at Claudia Raunich People Experiences S.L. Ángel is an engineer with postgraduate training in industrial safety. He has more than twenty-five years of experience in the construction and commissioning of large industrial facilities around the world. More recently, he has combined this work with entrepreneurial initiatives, including the launch of his own consulting firm.

Salvador Cerón De La Torre, ACFBA/ACFWA, is partner and head of the business transformation practice at Ceron & Co., a leading family governance consulting firm in Mexico. A member of a second-generation enterprising family, Salvador holds a master’s degree in international management and is currently he a doctoral candidate in business administration at IE Business School. His research interests concern family business strategy, entrepreneurship, and business model innovation.

Elaine King, ACFBA, CFP®, is founder of Family and Money Matters™, with the mission of empowering the family’s financial and human capital to achieve financial wellbeing. She has served as financial planner for over 1,200 families and 100 multigenerational family enterprises, crafting actionable family financial plans. She was recognized in 2020 in the list of Investopedia ‘s Top Influential Advisors and in 2017 recognized by People Magazine’s Top 25 Influential Hispanic Women. Elaine has been featured in the Wall Street Journal, Forbes, Telemundo, and CNN, and is a columnist for financial journals in the US and LATAM.

William Parizeau is head of Family Office Services at Fidelity Institutional (FI). In this role, he is head of Fidelity’s family office business, which provides comprehensive services to single family offices and wealthy families. Prior to assuming his current position, he was president of Cabot Wellington, LLC, and was the market leader for Wilmington Trust in Boston. Additionally, he practiced law and was director of a trust and estates practice group.

Jill Barber, CPA, CPWA, is president of CYMI Holdings, which is a single family office that provides wealth advisory services to each member of the Mathile Family. Jill joined CYMI in 1999, just prior to the sale of the Iams Company to Procter & Gamble. Jill is committed to the continued evolution in the family office space and often shares best practices on risk management, strategic planning, leadership development, and family office.

Karl Feitelberg is the founder & chief executive officer of Sterling Resources, Ltd., and Sterling Resources International of Bermuda, Ltd., and is a licensed insurance advisor. Karl oversees all areas involving specialized life insurance services with a distinct focus on wealth transfer and accumulation strategies for ultra-high-net-worth families as well as family enterprise succession and estate planning. Sterling serves regional, national, and international clients and specializes in estate planning strategies with an aim to provide liquidity and reduce gift, estate, and generational taxation.

Tobi Silver is the President of Sterling Resources Ltd. Sterling’s focus is ultra-high-net-worth families, both in the US and globally, and prides itself on its impeccable service and customized approach to each family or individual’s unique requirements. Tobi works in partnership with clients and their advisors to create and implement bespoke life insurance portfolios.