Prepared Exclusively for FFI Members

Notice of 2019 FFI Board Ballot
August 16, 2019

he 2019 Nominating Committee is pleased to present the following slate of candidates for election by the membership. New directors will take office following the Annual Meeting on Friday, October 25, 2019 in Miami. A formal notice of the Annual Meeting will be provided separately within the next several weeks. The new directors’ four-year terms will end in October 2023.

Brief bios on the nominees are below. Additional information can be found in the online ballot.

Please sign in using the username and password shown below. Select up to five of the candidates, completing the ballot no later than midnight on September 9, 2019.

Username: please use your email address as your user name
Password: ffi2019
If you have any questions, please contact the FFI office at (617) 482-3045. We look forward to seeing you in Miami.

Catherine Rossbach, chair, 2019 Nominating Committee
Fabian Bernhard
Jeremy Cheng
Luis Medina
Wendy Sage-Howard

Mary Duke

Mary Duke, JD, TEP, CMA, is an internationally recognized, independent advisor to families navigating the complexities of substantial wealth. She is known for her deep understanding of the impact of trusts on families and her work in generational dynamics in family enterprises. Her work is anchored in the facilitation of family meetings, leadership development in rising generations, and strategic planning for family enterprises. She has an excellent track record for helping family members collaborate more effectively, manage their naturally occurring conflict, and leverage governance for effective decision-making. Previously, Mary headed two private family offices and founded a leading bank’s global family wealth program, while heading a private bank with seven international trust companies. She has also served tours of duty in private client law and business consulting. She has been recognized with STEP’s Private Client Award for family business advisor and the Family Wealth Report’s award for specialist advisor.

Cynthia Lee

Cynthia Lee is Head of Private Wealth Solutions for North Asia at HSBC Private Banking and is responsible for supporting HSBC’s clients in their trust and estate planning, family governance, philanthropy, and succession needs. She has more than 20 years of experience in wealth advisory and trust planning, with a focus on private clients and families. Prior to joining HSBC, Cynthia was Managing Director and Head of Wealth Advisory Group at J.P. Morgan’s Private Bank in Asia. Based in Hong Kong, she was responsible for the firm’s Wealth Advisory practice in Asia and advancing the firm’s efforts to develop customized and leading-edge wealth planning products and solutions for clients, especially in the areas of offshore trust structuring, multi-jurisdictional tax planning, as well as estate and family office planning. She holds a Bachelor of Laws degree from King’s College London of the University of London and a Postgraduate Diploma in Laws from the University of Hong Kong.

Lisa Morel

Lisa Morel, Esq., MBA, CFBA, is partner and director for Exaudi Family Business Consulting in the Dominican Republic. Lisa has years of experience advising family business groups regarding governance and legal structures in the context of generational transitions. Driven by being a family business member herself, she pursued a CFBA at FFI and established the first family business advising firm in her country. She is a graduate of Columbia Law School, a member of the New York Bar and a member of the Entrepreneurship Commission of the National Association of Young Business Leaders (ANJE), where she chairs its annual Families in Business Conference. Lisa has been a guest lecturer at international conferences throughout Latin America.

Maya Prabhu

Maya Prabhu, CFBA, ACFWA, leads J.P. Morgan Private Bank’s Wealth Advisory practice across the EMEA region. As a practitioner, her areas of focus include developing family governance and communication strategies, next generation engagement and development, establishing family offices, and crafting impactful and rewarding philanthropy strategies. Maya has worked with families around the world, especially in the UK, Continental Europe, Middle East, and Asia. Prior to joining J.P. Morgan in 2018, Maya worked at Coutts & Co., London for more than 10 years. She has trained as an executive coach and mediator. Maya teaches GEN 504 and contributes to FFI Practitioner. She is a faculty member for STEP and has also guest lectured for the Wealth Management Institute, Singapore. Maya volunteers as a community mediator.

Jonathan Ramos

Jonathan Ramos, RFC, ACFWA, is the Founder and CEO of Premier Family Business Consulting in Cebu City, Philippines, and currently serves families in business as Senior Partner Consultant. He is a pioneer graduate of the Advanced Management of Southeast Asian Business Studies at the University of Asia and the Pacific and IESE Business School. Jon leads a pool of values-driven professionals in uniting families in business for generational wealth, where he has strongly advocated for the professionalization of family businesses. He has organized the Family Enterprise Excellence Conference for ten years, a one-of-a-kind national conference to bring together from all over the world the best minds in family business consulting and the experiences of families in business. He has been serving more than 68 families in business with his multi-disciplinary team of experts and is actively holding key roles in his current board position to influence multiple industries from hospital, retail, manufacturing, trading, real estate, and many others for good governance and change management practices. His mission is to inspire and influence family unity for generational wealth.

Dates to Remember
Last day to enroll in GEN Q3 courses
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Last day to submit proposals for the 4th Review Issue of Family Business Review (FBR)
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London Regional event | 4:30PM to 7:30PM
Host: KPMG LLP, 15 Canada Square, London, England
Program: Master Class with Dr. Kris Verburgh, author of The Longevity Code and keynote speaker at the FFI Global Conference
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Previous Edition
We are pleased to provide you with an advance look at the September 2019 issue of Family Business Review (FBR).