oday is Part One of our newsletters featuring the 2024 Q2 GEN graduates. Next week’s newsletter will feature the Q2 Dual Core Certificate recipients.
These individuals, coming from across the globe and across many disciplines, have accessed and completed programs of curated content and research-based resources with their peers and a highly skilled faculty, developing a global network of fellow students who advise and study multi-generational families.
Please join us in congratulating their outstanding achievement.

Andrea Benkenstein Kruger
Stonehage Fleming
Cape Town, South Africa

Rocki-Lee DeWitt
Grossman School of Business at University of Vermont
Burlington, VT, USA

Wanja Michuki
Be Bold Consulting & Advisory Ltd
Nairobi, Kenya

Jacqueline Schwartz
Legado Consentido
Montevideo, Uruguay

Joanna Sun
Viridian Advisory
Hawthorne, VIC, Australia

Bernadette Watowich-Stead
Positively People
Denver, CO, USA

Marta Widz
Family Silver Institute
Singapore

Abeer Aly
ALSAQER United Investments
Sharjah, UAE

Maria Beltran
BFamilyB
Valencia, Spain

Bhuvana Chakravarthy
GMR Group
New Delhi, India

X. Alexandra Chastain
Abacus Planning Group, Inc
Columbia, SC, USA

Manesa K Kakulavarapu
GMR Group
New Delhi, India

Isabella Otero
Valora
Miami, FL, USA

Agustin Peña Torres
BHR México
Los Mochis, Mexico

Ian Smyth
Ulster University
Belfast, UK

Sofía M. Vollmer
Brussels, Belgium

Arpita Vyas
STEP Project Global Consortium
Dubai, UAE

James Wong
Toronto, ON, Canada
Pilar Tolentino, Helena von der Esch, Annika Hall
GEN 201: The Action Research Model as Applied to Family Enterprise Advising
Daphne McGuffin
GEN 202: Advising the Family Wealth System: A Multidisciplinary Approach
Rodolfo Paiz
GEN 501: Evidence-Based Advising: Using Research to Empower Family Enterprises
Jeremy Cheng, Natalie McVeigh
GEN 502: Evolving Family Enterprise Governance: Right-Fitting Governance Across Generations
Heinz-Peter Elstrodt, Steve Legler
GEN 503: Tools for Positive Change in Family Business Systems: Analysis and Application
Neus Feliu, Andrew Hier
GEN 504: Philanthropy, Investing and the Enterprise: Advising Families in Pursuit of Impact
James Coutre, Alexander Hayward
6
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