Our Team

Stephen Prostano*

Chairman & CEO
The UHNW Institute

Partner
PKF O’Connor Davies

Tom McCullough

Managing Director of Thought Leadership and Strategy
The UHNW Institute

Founder & Chairman
Northwood Family Office

Thom Melcher

Advisory Board Chair
The UHNW Institute

Director of Family Wealth
Glenmede

Stacy Allred**

Head of Family Engagement & Governance
J.P. Morgan Wealth Management

Nancy Amick

Founder & Managing Partner
Insights Squared Consulting

Nikè Anani

Founder & Managing Partner
Itura Capital

Pat Armstrong

Family Wealth Consultant
Family Leadership Development

Tyler Banks

Executive Vice President
Alliant Private Client

Taryn Barrett

Membership & Administration Associate
The UHNW Institute

Associate Director
Special Olympics Connecticut

Jonathan Bergman

Founder & Co-CEO
Collaborative Capital Advisors

Arne Boudewyn**

Founder and Managing Partner
Insights Squared Consulting

Linda Bourn**

Practice Leader, Family Enterprise Risk
Alliant Insurance Services

Peter Braxton

Managing Director
SouthWorth Capital

Eddie Brown

Enterprise Growth and Strategy Executive

Tom Burroughes

Group Editor
WealthBriefing.com and ClearView Financial Media

Joe Calabrese*

Chief Operating Officer
Wealth Management, KeyBank

Thomas Carroll

CEO & President
Homrich Berg

Robert Casey

Director of Research
The UHNW Institute

Independent Consultant

Francois de Visscher

Co-founder & Executive Chairman
FODIS

Diane Delaney

CEO/Executive Director
Private Risk Management Association

Dr. Brian Dooreck

Founder & President
Executive Health Navigation

John Dowd

Chairman
Fiduciary Trust Company International

Katherine Dunlevie

Family Office Professional

Lukas Dwelly

Philanthropic Advisor
DonorsTrust

Jennifer East

ONIDA Family Advisors Ltd

Paul Edelman

Professional Coach, Educator & Facilitator
Edelman & Associates

Rob Elliot

Board of Directors
Market Street Trust Company

Betsy Erickson**

Managing Director & Head of Family & Individual Services
Vital Impact

Chloe Evans

Director of Marketing & Administration
The UHNW Institute

Zachary Faas

VP of Clinical Operations
Intent Clinical

Andrew Fay

Founder
1712 Consulting, LLC

Paul Ferguson

Managing Director
Schwab Advisor Family Office

Jonathan Flack

Global Private Leader
PwC

Jane Flanagan

Founder
Essential Connections Network

Matthew Fleissig

CEO
Pathstone

Greg Friedman

Chairman, Managing Director
Greycourt & Co, Inc.

Doug Fritz

Co-founder & CEO
F2 Strategy

Paige Goepfert

Managing Director
Andersen Tax LLC

Charlie Grace**

Wealth Strategist

Sam Graham

President & CEO
Diversified Trust

Jim Grubman

Faculty Chair
Owner
Family Wealth Consulting

Thomas J. Handler

Managing Partner
Handler Law

Stephen Harris

CEO
ClearView Financial Media

Cindy Adams Harrison

Managing Director, Advisory Services
PKF O'Connor Davies

Amy Hart-Clyne

Advisory Board Vice Chair
The UHNW Institute

Chief Knowledge Officer
Pitcairn

Barbara Hauser

Editor-in-Chief
The International Family Offices Journal

Russ Haworth

Head of Family Governance, Transition & the Next Generation
Charles Park Family Office

Wally Head*

Founder & Principal
Personal Fiduciary Advisors, LLC

Stephen Prostano*

Chairman & CEO
The UHNW Institute

Partner
PKF O’Connor Davies

Steve Prostano is the Partner-in-Charge of the Center for Private Business Owners which delivers comprehensive solutions for private business owners to help them achieve their business and personal financial goals.

In a career spanning over three decades, Steve Prostano has distinguished himself as an innovator and thought leader in the wealth management, multi-family office and global financial services industries. He has designed and built leading global and national multi-family offices, asset management firms and has advised industry leaders and ultra-high-net-worth families and family offices throughout his career.

Prior to joining the Firm, Steve was the Head of Family Wealth Advisors, a division of Bank of the West Wealth Management, an affiliate of BNP Paribas, where he built the first global, multi-family office in the U.S. Additionally, he served on the Bank of the West’s Senior Management Committee. Steve is also the founder of The UHNW Institute, a nonprofit, independent “Think Tank” and publisher of exceptional thought leadership content for UHNW families, family offices, their advisors and the financial services industry.

Steve previously served as CEO of Silver Bridge, President of Atlantic Trust and a Global Partner of Amvescap, President of Chase Global Asset Management and Executive Vice President of the Private Clients Group of FleetBoston Financial. He also held senior positions with Mellon Bank and KPMG, where he began his career.

Steve is the recipient of several distinguished industry awards, including Family Wealth Report’s Leading Individual in the MFO Industry and Private Asset Magazine’s Outstanding Contributor to the Wealth Management Industry.

Tom McCullough

Managing Director of Thought Leadership and Strategy
The UHNW Institute

Founder & Chairman
Northwood Family Office

Tom McCullough is co-founder and chairman of Northwood Family Office. He is a frequent speaker on issues relevant to families of wealth and is the co-author of three books — Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask, Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors, and Family Wealth Management: 7 Imperatives for Successful Investing. He is an adjunct professor and executive-in-residence at the University of Toronto’s Rotman School of Management, a member of the Editorial Board of the Journal of Wealth Management, and a member of the board and faculty of the Ultra High Net Worth Institute. He was awarded ‘Best Individual Contribution to Thought Leadership in the Wealth Management Industry (North America)’ at the 2020 Family Wealth Report Awards.

Thom Melcher

Advisory Board Chair
The UHNW Institute

Director of Family Wealth
Glenmede

Thom Melcher is Glenmede’s Director of Family Wealth. In this role, Mr. Melcher leads Glenmede’s wealth management practice for entrepreneurial clients and multi-generational ultra-high-net-worth families, including the development and management of customized and comprehensive planning, advisory and investment management services.

Mr. Melcher is a member of Glenmede’s Private Wealth leadership team, a voting member of the Investment Policy Committee and a member of the Private Wealth Operating Committee. In addition, Mr. Melcher serves as a primary point of contact for Glenmede’s strategic alliance with Stonehage Fleming.

Prior to joining Glenmede, Mr. Melcher devoted two and a half decades to PNC, where he most recently served as EVP and Chief Investment Officer (CIO), for the PNC Asset Management Group. Prior to that, he was the Managing Executive for Hawthorn, PNC Family Wealth, where he built the practice into one of the nation’s largest providers serving ultra-high net worth clients. Previously, Mr. Melcher held the CIO role for PNC Wealth Management in Philadelphia and Southern New Jersey. Mr. Melcher’s media presence includes appearances on CNBC, citations in the Financial Press and extensive quotations in “The Family Office Book,” written by Richard Wilson. Mr. Melcher also authored the foreword to “Sell Like A Team” by Michael Dalis and was twice recognized as one of the nation’s “Top 100 Wealth Advisors” by Worth Magazine.

Mr. Melcher earned a Bachelor of Science degree from Miami University in Oxford, Ohio and has pursued graduate work at Drexel University in investment management.

Mr. Melcher is a corporate council member of the National Constitution Center in Philadelphia, co-chair of the Next Generation Council of the USC Shoah Foundation Institute for Visual History and Education and a board member of the International Spy Museum in Washington D.C.

Stacy Allred**

Head of Family Engagement & Governance
J.P. Morgan Wealth Management

Most recently, Stacy was at First Republic in a similar role and previously spent twenty years with Merrill Private Wealth Management, founding the Merrill Center for Family Wealth™ during her time there. Earlier, she provided comprehensive financial planning and tax services to multigenerational family groups and executives for nine years with Ernst & Young.

Stacy has dedicated her career to walking alongside individuals and families to more effectively navigate the complexity and promise of wealth. Immersed in the facilitation of family meetings, her practice includes the application of family governance and decision-making, family dynamics, learning and development of the rising generation, philanthropy and transition planning.

Active in her community, Stacy volunteers in local public schools, teaching financial literacy to elementary school students. She also leads CHOICES workshops for middle school students—a program designed to decrease the high school dropout rate. Committed to advancing the Family Wealth field, she serves on the faculty of the UHNW Institute and teaches for the Investment & Wealth Institute® (CPWA®) program.

Stacy earned an M.S. in Taxation with distinction, from DePaul University, and an undergraduate degree in Accounting. She is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Personal Financial Specialist, Certified Public Accountant (California) and Certified Exit Planning Advisor®. Stacy is a member of Collaboration for Flourishing Families and the Purposeful Planning Institute and holds certificates in Family Business Advising and Family Wealth Advising through Family Firm Institute.

Nancy Amick

Founder & Managing Partner
Insights Squared Consulting

Nancy Amick is founder and managing partner at Insights Squared Consulting Group (Insights²) an industry-leading advisory firm that offers

Family Wealth Consulting to ultra-high-net-worth individuals, couples, multi-generational families, and the trusted advisors, family offices and institutions that serve them.

Previously, Nancy was a Senior Vice President and Senior Director at Abbot Downing, Wells Fargo’s multi-family office for ultra-high-net-worth clients. In this national role she advised clients, and their key advisors, on how to navigate wealth conversations, plan for family business transitions, foster wealth stewardship, develop family governance, and engage in family philanthropy. Nancy subsequently helped plan and launch Family Wealth and Culture Services, an industry award-winning advisory platform within Wells Fargo Wealth and Investment Management.

In her earlier career at Wells Fargo, Nancy was head of Organizational Effectiveness and Development for Wealth, Brokerage and Retirement, which included leading their executive coaching program. In this role, she provided consultation to business leaders on complex and diverse workplace priorities involving individuals, teams and the organization.

Nancy holds PhD and MA degrees in psychology from the California School of Professional Psychology and a BA from the University of California, San Diego. Nancy earned her certificate in executive coaching from Columbia University Business School and Teachers College and is a contributing author to the book Internal Coaching: Stories of Success in Organizations.

Nancy has been a speaker before groups such as: Gleneagles Group, Tiger 21, Smith Family Business Initiative at Cornell, and Family Business Magazine in addition to numerous presentations before Centers of Influence. She has been quoted in media outlets such as CNBC, Bloomberg, FA Magazine, The Business Journals, NASDAQ and Think Advisor.

Nikè Anani

Founder & Managing Partner
Itura Capital

Nike Anani is the Founder of Itura Capital, an investment platform mobilising global and African family capital into African family enterprises operating in the real economy.Raised within an entrepreneurial Nigerian family and shaped by work across Africa, Europe, US and global family wealth contexts, Nike brings a rare combination of lived experience and institutional discipline. Her work focuses on aligning generational capital with enterprises that already carry communities — investing with patience, governance, and long-term intent across sectors including education, healthcare, energy, food systems, and infrastructure.Nike is known for building family-to-family investment structures that prioritise continuity over cycles, trust over abstraction, and generational solutions over short-term outcomes. Through Itura, she works to ensure that wealth becomes a source of coherence — for families, enterprises, and the economies they anchor.

Pat Armstrong

Family Wealth Consultant
Family Leadership Development

As an advisor to families of wealth, family leaders, and family offices I provide coaching and consultation on effective communication about wealth and its impact on family dynamics, engagement with the rising generation of family leaders, governance and decision-making in family business, and vision and mission planning for family philanthropy and family enterprise. I speak and write on topics such as family meeting effectiveness, initiating conversations about wealth and stewardship, engaging in philanthropy as a family, values-based decision-making, and a thoughtful approach to pre-nuptial agreements. My goal is to partner with individuals and families to help them clarify and prepare for future roles and responsibilities in their family enterprise.

Tyler Banks

Executive Vice President
Alliant Private Client

Tyler Banks is an Executive Vice President at Alliant Private Client. Based in Irvine, CA, he is a key member of the executive team nationwide to strategically identify and pursue both short-term and long-term growth opportunities. Previously he was the North America Practice Leader & CEO for a global advisory firm. Tyler also serves on the Advisory Council of AIG’s Private Client Group and the National Agency Council of Cincinnati Insurance.

Alliant Private Client, a division of Alliant Insurance Services, manages the insurance needs of affluent individuals and families who require a sophisticated approach to personal risk management. Our focused review process, along with our long-standing industry relationships, allows us to provide comprehensive and customized insurance solutions for a host of potential liabilities. The team’s expertise covers all types of vulnerabilities and exposures, in specialty areas, such as fine art and equine, and more traditional ones, like property, liability and life insurance. That is also why family offices, professional advisors, fine art consultants, wealth managers and others turn to our practice to address the risks and exposures of their successful clients. We have offices located around the country, 200+ professionals licensed in all 50 states and a 24/7 dedicated claims team.

https://alliantprivateclient.com/

Specialties: HNW Insurance, Family Office, Risk Review, Casualty Placement, Sales Management, Mentoring, Training, Development

Taryn Barrett

Membership & Administration Associate
The UHNW Institute

Associate Director
Special Olympics Connecticut

In her Membership role, Taryn serves as the primary point of contact for individuals connecting with The Institute through its website, responding to inquiries, and guiding prospective members through the membership process. In her Administration role, she supports the leadership team by contributing to day-to-day operations and key initiatives.

Passionate about helping others and advancing inclusion, Taryn brings a thoughtful, organized, and people-centered approach to every role she undertakes.

In addition to her work at The Institute, Taryn serves as Associate Director of Special Events at Special Olympics Connecticut, where she leads large-scale fundraising and community engagement initiatives that champion athletes with intellectual disabilities and promote a more inclusive society.

Taryn earned her BS in Communication from Boston College and her MS in Sports Business Management from Manhattanville College.

Jonathan Bergman

Founder & Co-CEO
Collaborative Capital Advisors

Jonathan is an accomplished leader in wealth management with nearly 30 years of experience exclusively advising ultra-high-net-worth families. He shares management of the firm’s growth and strategic initiatives, and oversees its investment advisory division, ensuring bespoke, insightful guidance and white glove service tailored to each client’s unique financial needs.

Arne Boudewyn**

Founder and Managing Partner
Insights Squared Consulting

Arne Boudewyn is founder and managing partner at Insights Squared Consulting Group (Insights²) an industry-leading advisory firm that offers Family Wealth Consulting to ultra-high-net-worth individuals, couples, multi-generational families, and the trusted advisors, family offices and institutions that serve them.

Previously, Arne developed and led the Institute for Family Culture at Abbot Downing, Wells Fargo’s multi-family office for ultra-high-net-worth clients. He was subsequently tapped to create, launch, and lead Family Wealth and Culture Services in Wells Fargo Wealth and Investment Management. There he managed a national team of professionals who worked with clients and advisors on strategies for managing wealth’s impact in three areas: family wealth consulting, family and business history, and strategic philanthropy. Family Wealth and Culture Services was awarded Family Wealth Report’s “best of” award in 2021 for excellence in family wealth consulting.

As part of a deep commitment to prepare inheritors of significant wealth to manage its impact, Arne has designed and led next generation conferences, next generation advisory councils, and numerous client meetings focused on next generation engagement and empowerment.

Arne earned PhD, MA and BA degrees in psychology from the University of Massachusetts and completed his training at the University of California San Francisco and Harvard Medical School. He authored and coauthored numerous academic journal articles, including in the Journal of Workplace Behavioral Health.

He is a frequent speaker before groups such as Family Office Exchange, Tiger 21, The Institute for Private Investors, Gleneagles Group, AICPA and at Family Business Magazine’s Transitions conferences. He is regularly quoted and has been featured in media outlets that include The Wall Street Journal, American Banker, Bloomberg, CNBC, American City Business Journals, and Barron’s.

Linda Bourn**

Practice Leader, Family Enterprise Risk
Alliant Insurance Services

BIO TBA

Peter Braxton

Managing Director
SouthWorth Capital

Peter Braxton joined Southworth in 2023. Peter has been delivering holistic advice and creative solutions across the spectrum of private capital markets on both the buy and sell side to ultra-high net worth individuals and their families for more than 15 years. As a former Air Force Instructor Pilot, Peter has logged over 3,000 flight hours, including 1,000 combat hours over Iraq and Afghanistan. Following his military service, Peter worked as a Private Banker/Relationship Manager as well as a Founder/Entrepreneur/Operator in the Dynamic Pricing/Yield management vertical and served as a COO/Chief of Staff for private and single-family offices. Peter is a graduate of the United States Air Force Academy, Distinguished Graduate of Joint Specialized Undergraduate Pilot Training, and holds an MBA from Washington University in St Louis. Peter is married to with two young kids. He serves on the board of the Tuskegee Next Foundation and is a faculty member of the Ultra High Net Worth Institute.

Eddie Brown

Enterprise Growth and Strategy Executive

Enterprise growth and strategy executive with 25+ years of experience building, scaling, and modernizing wealth and financial services enterprises serving ultra-high-net-worth individuals, family offices, and institutions.

Recognized for bringing strategy, brand, client experience, and revenue together to create differentiated platforms and sustained, scalable growth including the design and leadership of high-trust, peer-to-peer family office communities that drive connection, collaboration, and long-term enterprise value.

An inspiring leader known for providing vision, strategic clarity, and disciplined execution in complex business environments. Deep expertise across UHNW strategy, family office ecosystems, enterprise growth, and leadership development has consistently delivered durable value creation for stakeholders.

Tom Burroughes

Group Editor
WealthBriefing.com and ClearView Financial Media

Tom Burroughes is Group Editor of for the WealthBriefing family of newswires (WealthBriefing, Family Wealth Report and WealthBriefingAsia); these publications focus on covering the institutions and people looking after financial lives of high net worth and ultra-HNW clients. He has held this role since early 2008.

Tom Burroughes travels extensively to financial centers around the world as part of his role and has spoken on industry panels, television programs and podcasts. As part of his newsbeat, Tom Burroughes visits the US regularly. Before his current role, Tom Burroughes was wealth management editor of The Business, a UK publication within the UK-based Telegraph Group, and prior to this, a correspondent for Reuters, covering financial markets, politics and other aspects of current affairs. He graduated with First Class Honours in History from Brighton Polytechnic (now University of Brighton) in 1987, and lives in London.

Joe Calabrese*

Chief Operating Officer
Wealth Management, KeyBank

As Chief Operating Officer, I am responsible for overseeing the development, integrated delivery, and strategic development of a full range of financial planning, investment, fiduciary and banking capabilities for Key’s private and institutional clients.

Our client experience is built on three pillars: comprehensive personalized service; an holistic advisory model that reflects the expertise of a broad team of financial experts; and a human touch.

I take great pride in hard work and crafting items of value that are designed to endure, both in my professional and personal life. Thirty years ago, I discovered a passion for woodworking and I’ve honed my skills ever since. Like sound wealth management, woodworking is a skill that requires practice, precision and patience. Well designed and executed wealth management strategies will deliver benefits to families that can be enjoyed for many generations … as enduring as a fine piece of hand- crafted furniture.

Specialties: family office services | investments | private wealth management | strategic financial planning | client services

Thomas Carroll

CEO & President
Homrich Berg

Thomas is President and CEO at Homrich Berg. Thomas added the role of CEO after a well-planned leadership transition where he served as President for four years. In his role as President, he served as a key member of executive management, leading a number of growth and client service initiatives. Thomas has an extensive background in wealth management both as an advisor to clients and as a leader of client service organizations. He believes in HB’s core values and the unwavering focus on delivering high-touch, fiduciary fee-only client service to HB clients on all the important financial issues they face in their lives.

Prior to joining HB, Thomas was most recently the head of Division Wealth Management for SunTrust Bank. In that role, he managed all of the core private wealth management sales and client service activities on a national basis across nine SunTrust divisions. Prior to this role, Thomas was the Chief Executive Officer of GenSpring Family Offices, the multi-family office subsidiary of SunTrust Bank, which provides independent advice to ultra-high-net-worth families. Before joining GenSpring, Thomas served as the Head of the Sports & Entertainment Specialty Group for SunTrust. In that capacity, Thomas managed a group of advisors who provided private wealth management services to sports and entertainment professionals. Prior to managing the Sports & Entertainment Specialty Group, Thomas was the wealth services manager for the Atlanta region. Thomas has spent his entire career in the wealth management industry and was an advisor managing high-net-worth client relationships before transitioning into his leadership roles.

A native of Atlanta, Thomas holds a Bachelor of Science degree in Business from Wake Forest University and is a CERTIFIED FINANCIAL PLANNER™ professional. He is active in the community, currently serving as a member of the Charles Schwab Advisor Services Advisory Board, on the Wake Forest Athletics Advisory Council, on the Leadership Council of Zoo Atlanta, and as an Advisory Board member for The UHNW Institute, and as a member of the BNY Pershing Wealth Executive Board. He has previously served on the Emory University Board of Visitors as well as the Board of Trustees for the Atlanta Sports Council, the Metro Atlanta Chamber of Commerce, the Atlanta Botanical Gardens, the Atlanta Children’s Shelter, the Atlanta Police Foundation, Young Harris College and as a Lay Leader for Peachtree Road United Methodist Church.

Thomas is married to Susan, and they have three children, Eleanor, Hayes, and Ben.

Robert Casey

Director of Research
The UHNW Institute

Independent Consultant

Bob is a consultant, research director and financial industry observer who has chronicled the evolution of wealth management. Consulting clients include major fund managers, accounting firms, and financial publishers.

Bob served as research director for the Family Wealth Alliance for more than a decade, conducting groundbreaking studies of family offices, multifamily offices and independent chief investment officer firms. He was cited in 2017 by Family Wealth Report for his Outstanding Contribution to Wealth Management Thought Leadership.

Bob is a former managing editor of American Banker. He was the founding editor of Your Company magazine (which became Fortune Small Business) and the founding editor of Bloomberg Wealth Manager magazine. He started his career as a newspaper reporter in Chicago and held newsroom management roles at the Daily Herald in Chicago, the News-Journal in Wilmington, The Philadelphia Bulletin, and USA Today.

Bob is a graduate of The Medill School of Journalism of Northwestern University and The Wharton School of the University of Pennsylvania. He has a Certificate in Financial Planning from New York University. He lives in Redding, Connecticut.

Francois de Visscher

Co-founder & Executive Chairman
FODIS

Francois M. de Visscher, a native of Belgium, Mr. de Visscher has advised business-owning families for over 30 years in the United States, Canada, Europe, the Middle East, and Latin America. He is a trusted advisor to family ownership groups, family offices, and family companies on a wide range of financial areas that span all evolutionary stages of the life of a family and its assets. These include advising on shareholder liquidity, capital needs and financing, intergenerational wealth and estate transfers, ownership and business restructuring, corporate acquisitions and divestitures, corporate and family governance, family office organization and performance, and diversification opportunities including direct investing.

In 1990, Mr. de Visscher founded de Visscher & Co., one of the world’s leading independent financial consulting firms for family and closely-held companies. He and his team have advised over 300 family companies and family offices worldwide on issues of liquidity, growth capital, and business and family governance. Prior to founding his own firm, Mr. de Visscher was a partner at Smith Barney, where he founded and ran Wall Street’s first Family Business Group. In 2010, de Visscher & Co. developed “Family Capital Partners” as a network of Single-Family Offices to make direct co-investments with other families (“Families Investing in Families®”).

In 2018, Mr. de Visscher co-founded FODIS LP., (“Family Office Direct Investment Services”) (www.fodis.com), and he combined de Visscher Advisors’ Investment Banking and M&A services with those of Carter Morse & Goodrich located in Southport, CT (www.cartermorse.com).

Finally in 2019, Mr. de Visscher also became a senior advisor and associate partner at Cambridge Advisors to Family Enterprise (www.cfeg.com), a highly specialized international advisory for serving family enterprises.

Mr. de Visscher is a shareholder and past Director of his own family’s global enterprise, N.V. Bekaert S.A., headquartered in Belgium and founded by his great-grandfather in 1880. Today the Bekaert Group has sales of $5 billion, operates in over 120 countries, and manufactures and markets a wide variety of steel wire and related products. The family company is publicly-traded and controlled by the Bekaert Family across five generations. Mr. de Visscher has held roles as a director on the board and a member of the family council.

He is a member of the Board of Advisors of CYMI, Ltd (Dayton, OH), MicroBoard (Seymour, CT), UltraPure (Darien, CT) and AUA Private Equity (West Palm Beach, FL).

Among his contributions to the family enterprise field, Mr. de Visscher served as a director and president of The Family Firm Institute (FFI), the preeminent association for family enterprise professionals. He is the former chairman of the European Family Office Conference, and has been a full time contributing editor of Family Business Magazine. He has contributed to many leading publications including The Wall Street Journal, Los Angeles Times, and New York Times. In 2003, Mr. de Visscher received the Richard Beckhard Practice Award from the Family Firm Institute in recognition of his many contributions to the practice of advising family companies.

Mr. de Visscher is Honorary Consul of Belgium in the United States and serves as Chairman of The Society of Friends of Belgium in America. He is a certified public accountant and a member of the American Institute of CPAs. He holds a Bachelor of Economics honors degree from Université Catholique de Louvain (Belgium) and an MBA from Rutgers University. Mr. de Visscher is fluent in English, Dutch and French.

Diane Delaney

CEO/Executive Director
Private Risk Management Association

Diane Delaney is an accomplished insurance professional with a career spanning nearly two decades in the industry. As the Executive Director of the Private Risk Management Association (PRMA), she brings a wealth of experience in helping independent agents and insurance professionals enhance their sales and service skills.

In her current role, Diane strives to provide PRMA members and stakeholders with resources and support, fostering their professional growth and enabling them to deliver exceptional protection and peace of mind to high-net-worth clients.

Before joining PRMA in 2022, Diane made a significant impact during her tenure of nearly 18 years with AIG Private Client Group. There, she spearheaded the development and implementation of the industry-leading high-net-worth sales school, known as PCG-University. Her innovative strategies and commitment to excellence propelled the success of countless agents and contributed to the industry’s advancements in serving affluent clientele.

Beyond her professional endeavors, Diane values her role as a mother to two wonderful daughters, Capri (age 8) and Siena (age 6).

Dr. Brian Dooreck

Founder & President
Executive Health Navigation

Dr. Dooreck completed his undergraduate degree at Stony Brook University and his post-baccalaureate studies at the Harvard School of Public Health. He earned his medical degree (M.D.) from the American Medical Program at Tel Aviv University (formerly the Sackler School of Medicine New York State/American Program). He underwent his Internal Medicine Residency and served as Chief Resident at Mount Sinai West & Mount Sinai Morningside (formerly St. Luke’s-Roosevelt Hospital), a Columbia University teaching hospital in New York City.

Dr. Dooreck then completed advanced clinical training in Gastroenterology and Hepatology at the University of Miami/Jackson Memorial Hospital and its distinguished Center for Liver Diseases. In 2005, Dr. Dooreck joined Gastrointestinal Diagnostic Centers and the Memorial Healthcare System, where he has held various leadership positions. His dedication to patient care and advocacy has continually evolved, emphasizing discretion, privacy, trust, and integrity. This commitment led to the establishiment of Executive Health Navigation, a high-touch, physician-facing Private Healthcare Navigation and Patient Advocacy service. For over a decade, this service has provided tailored support to Family Offices, Private Individuals, Registered Investment Advisors, High-Net-Worth Advisors, and C-Suite executives, prioritizing privacy and personalized care.

John Dowd

Chairman
Fiduciary Trust Company International

John serves as a senior leader at Fiduciary Trust International, where he is committed to growing and protecting clients’ wealth for generations to come. By blending innovative investment strategies with highly personalized guidance, he leads his teams in empowering clients to secure their financial futures while preserving their legacies. He specializes in navigating the complexities of wealth management, ensuring that each client’s aspirations and values remain at the center of every decision.

Prior to joining Fiduciary Trust International in 2016, he served as Executive Vice President and Senior Managing Director for Wells Fargo Wealth Management, where he oversaw the Northeast region. Before joining Wells Fargo in 2008, he spent nearly two decades at The Bank of New York, holding a variety of senior leadership roles, including Chief Trust Officer and Head of Wealth Management.

He earned a Bachelor of Arts from Guilford College and an MBA from Columbia University. He currently serves on the advisory board of The UHNW Institute and on the boards of Montclair Art Museum and North Capital Investment Technology, Inc.

Katherine Dunlevie

Family Office Professional

Katherine is a sought-after consultant by both institutions and UHNW families, using her vast experience in the family office industry to provide wisdom and advice.

Katherine is the former President and CEO of the Family Office at Synovus, which provides family office services to about 100 ultra-high net worth families and administers more than $10 billion in assets. She directed all aspects of The Family Office at Synovus, focusing on client service, new business development, long-term business strategy, and financial performance. Katherine also led collaborative efforts to plan, develop, and implement strategies that deliver exceptional services in support of family enterprises.

Prior to joining the Synovus family in 2002, she served with Cru, formerly known as Campus Crusade for Christ, at the University of Georgia.

As a double Tar Heel, Katherine earned a Bachelor’s degree in Exercise and Sports Science from the University of North Carolina at Chapel Hill, where she graduated Phi Beta Kappa and with Highest Distinction. She received an MBA from UNC Kenan-Flagler Business School. In addition, she is an Honors Graduate of the Cannon Trust School. Katherine’s certifications include Certified Financial Planner™ (CFP®), Certified Trust and Financial Advisor (CTFA), and Chartered Financial Consultant® (ChFC®).

She is a highly regarded thought-leader in the family office industry, often speaking at conferences around the country and serving on the Advisory Board of the UHNW Institute. Katherine has been recognized by Georgia Trend Magazine’s Top 40 Under 40 and is a recipient of the Jim Blanchard Leadership Award at Synovus. Additionally, Katherine was shortlisted for Family Wealth Alliance’s Boutique Multi-Family Office Executive Award and was named Outstanding CEO by Family Wealth Report. Katherine formerly served on the University of North Carolina at Chapel Hill Board of Visitors and currently serves on UNC’s Exercise Science Board of Advisors and the Kenan-Flagler Business School Next Generation Board of Advisors.

Lukas Dwelly

Philanthropic Advisor
DonorsTrust

Lukas Dwelly joins DonorsTrust after two decades of executive nonprofit experience. Lukas has led the fundraising efforts of several regional and national organizations as both a team member and consultant, raising tens of millions of dollars. Before becoming a fundraiser, Lukas began his career working for the U.S. Senate. A decorated veteran, Lukas first served as a sergeant in the United States Marine Corps, deploying to Bosnia and the Middle East during his active-duty career. He continues his military service as an Intelligence Officer in the United States Navy Reserves, where he’s deployed to Africa and again to the Middle East. Lukas holds a Master of Public Administration from the University of Louisville, a Master of Arts in Communication, and a Master of Business Administration from Bellarmine University. Lukas is the proud father of twin teenage girls and his goldendoodle, Norman Buckley, and is a single-digit handicap golfer.

Jennifer East

ONIDA Family Advisors Ltd

Location: Valletta, Malta

Jennifer has spent two decades helping global family enterprises and family offices navigate the opportunities and complexities of multigenerational wealth. Her work focuses on helping families clarify purpose and wealth identity, navigate succession, strengthen family dynamics, and develop rising-generation leaders. She also supports families in creating governance structures that reinforce continuity and shared stewardship across generations.

Drawing on her lived experience as a next-generation family business leader and entrepreneur, Jennifer also serves—with her husband—as Co-Chair of Class Afloat, a mission-driven school at sea with a 40-year legacy of experiential education. This combination of advisory and family business leadership gives her rare insight into the realities of multigenerational family life and next-gen development.

A trained executive coach, facilitator, and mediator, Jennifer is a Fellow of the Family Firm Institute (FFI) and holds FFI’s Advanced Certificate in Family Business Advising (ACFBA). For more than a decade, she has been a highly rated instructor in FFI’s Global Education Network and a sought-after speaker at international family enterprise and family office forums.

Paul Edelman

Professional Coach, Educator & Facilitator
Edelman & Associates

Coach and consultant to executives, family businesses, family offices, and professional advisors.

38 years’ experience providing insight, support, and facilitation. Skilled in understanding individual, group, team, organizational, and family dynamics.

Helps clients systematically and objectively solve complex problems, make consequential decisions, and achieve desired outcomes.

Working together, clients find it easier to:

  • Develop business, organizational, and family leadership capacity
  • Facilitate planning, problem solving, decision-making, and conflict resolution
  • Navigate natural transitions in leadership, ownership, and wealth
  • Create structures and processes to guide individual, business, and family growth

Prior to coaching and consulting, served as an internal organization development consultant at AT&T, an executive search consultant, and VP of a successfully tech startup. Experienced as an angel investor, board chair, and advisory board member.

Raised in Levittown and Garden City, NY. While growing up, worked in the family business. Lives in Boston area with his wife, Julia Edelman. They have two adult sons.

Active alumnus of MIT, Harvard Graduate School of Arts and Sciences, and Harvard Kennedy School.

Rob Elliot

Board of Directors
Market Street Trust Company

Rob is actively involved with the family office community.

Prior to joining Market Street, Rob was most recently a Senior Advisor, and previously Senior Managing Director, with Bessemer Trust. During his tenure at Bessemer, Rob oversaw client account management and business development. Rob also was formerly with the Trust Division of American Security and Trust Company in Washington, DC.

Rob received a B.A. in Political Science and a J.D. from George Washington University in Washington, D.C. He is a member of the Pennsylvania Bar and the American Bar Association. Rob is Trustee Emeritus of The Foundation Center, New York City. In addition, he serves as a member of the Board of Regents of Winthrop-University Hospital, Long Island. Rob is a Director to Tweedy, Browne Funds, Inc. Rob was a founding advisory faculty member of the Institute for Private Investors, New York.

Market Street Trust Company is a client owned, shared family office providing comprehensive wealth management for multiple generations of its founding family, other select client families, and private foundations. Market Street has been stewarding family wealth since 1909 and continues to serve all clients with the same dedication and commitment with which they serve the founding family.

Betsy Erickson**

Managing Director & Head of Family & Individual Services
Vital Impact

Betsy Erickson leads Vital Impact’s work with family and individual clients, supporting them to further their learning, collaboration, and philanthropic goals. During her 15 years at Arabella, Betsy has helped dozens of clients design and launch strategies and run grantmaking programs on issues ranging from conservation to experiential education. Betsy draws on her study and practical experience in systems and family dynamics to facilitate groups to make decisions and work together effectively. Applying her expertise in enabling learning and collaboration, Betsy has significant experience working with multi-generational families. She excels at helping clients overcome emotional barriers and family collaboration issues that block their paths to impact.

Prior to joining Vital Impact, Betsy worked for eight years in the nonprofit sector with groups focused on cancer research. She provided independent consulting services to national and regional nonprofit organizations such as CureSearch National Childhood Cancer Foundation, the Make-A-Wish Foundation, and the Lance Armstrong Foundation. She helped these organizations develop corporate partnerships, garner support from family foundations and major donors, and establish and grow their workplace giving campaigns.

Betsy graduated from Colgate University with honors, where she was captain of the diving team and a double major in philosophy and religion and art. Betsy also completed a certificate program in human behavior and public policy at Harvard Kennedy School and a three-year postgraduate program at the Bowen Center for the Study of the Family at Georgetown Family Center. Betsy recently joined the faculty of the Lilly Family School of Philanthropy at Indiana University and is faculty chair for the Social Impact and Philanthropy domain at the UHNW Institute. Betsy is also a member of the Purposeful Planning Institute, co-leading its family dynamics working group. Betsy resides in Alexandria, Virginia with her spouse and two daughters.

Chloe Evans

Director of Marketing & Administration
The UHNW Institute

Chloe Evans is the Director of Marketing and Administration at The UHNW Institute, where she leads the organization’s operational and marketing infrastructure. She oversees marketing and communications alongside core administrative systems, partnering closely with staff, the Board of Directors, advisory councils, and committees to ensure alignment and execution across the Institute. Chloe manages organizational, content, and program calendars and serves as the operational lead for major programs and events, including roundtables, study groups, collegiums, and the annual Symposium. She also oversees brand stewardship, website and member portal administration, and the Institute’s relationships with external marketing partners. In addition, Chloe guides the end-to-end member experience—from onboarding through ongoing engagement—ensuring members are informed, supported, and meaningfully connected throughout their involvement with the Institute.

Chloe brings over a decade of experience in marketing, project management, and administration within the financial industry from roles at Charles Schwab, Bank of the West, and Ascent Private Capital Management of U.S. Bank. She is known for her systems-driven approach, operational rigor, and ability to translate strategy into execution across highly collaborative environments. She graduated from Colorado State University with a degree in Business Administration.

Zachary Faas

VP of Clinical Operations
Intent Clinical

Dr. Zachary Faas is Intent Clinical’s Vice President of Clinical Operations and is a licensed psychologist. Dr. Faas earned his bachelor’s degree in Psychology from the University of New Hampshire and was awarded a doctorate in Clinical Psychology from William James College. Dr. Faas has more than 15 years of experience in the field of behavioral and mental health, practicing on an inpatient psychiatric unit serving adults with chronic mental illness, at outpatient therapy clinics specializing in treatment of trauma and addiction, and at a partial hospital program treating young adults experiencing early psychosis. He also served as the Clinical Director of the Developmental Disability and Brain Injury Services division of a large non-profit agency in Western Massachusetts, overseeing residential and community-based programs. Prior to stepping into his current role at Intent Clinical, Dr. Faas served for 2 years as a forensic psychologist in a court clinic, conducting court-ordered evaluations for Competency to Stand Trial, Criminal Responsibility, and involuntary civil commitment for mental health and substance abuse, and was appointed a Designated Forensic Psychologist by the Department of Mental Health.

Dr. Faas first joined Intent Clinical in 2012 as the Clinical Coordinator, working with clients and collaborating with other members of senior leadership to develop the Intent Clinical team and model of service provision. He exited the position at the end of 2014 and rejoined the team in 2021. In his current role, Dr. Faas works closely with individuals, families, advisors, and clinical professionals to provide ongoing consultation and crisis management, address complex dynamics, and develop and implement sustainable and flexible individualized support plans. Additionally, he provides clinical oversight and support to a growing multi-disciplinary team of behavioral health professionals. Zack employs a collaborative and solution-focused approach to support clients in establishing and working towards their goals, and strongly believes in the power of individuals to effect meaningful and positive change in their lives.

Andrew Fay

Founder
1712 Consulting, LLC

Mr. Fay is Senior Vice President of The RMR Group LLC and is responsible for establishing and developing a capital markets team that will focus on sourcing capital from private investment partners including ultra-high net worth investors, family offices, targeted registered investment advisers, foundations and endowments. He has more than 30 years of experience in financial services and expertise in both the institutional and private client marketplace. He most recently served as Head of Family Office Services for Fidelity Investments, where he played a central role in creating the company’s first ultra-high net worth and family office business. Previously, he held roles at Bank Boston and FleetBoston Securities Corp. as well as Manufacturers Hanover Trust. Mr. Fay is an advisory board member of the UNWH Institute. He earned his Bachelor’s degree in Government and French with a minor in Economics from Bowdoin College and is a certified investment management analyst.

Paul Ferguson

Managing Director
Schwab Advisor Family Office

Paul has over 30 years of experience working with ultra-high-net-worth (UHNW) clients and family offices. He started his career after law school in San Francisco at Arthur Andersen. After working for accounting firms doing income and estate tax planning for UHNW families, he switched over to financial service firms in the 2000s. He moved back to Denver and spent time with Smith Barney as a UHNW planning resource and an M Financial firm doing high end planning. He ran a Multi-Family Office (MFO) for four years for a regional bank and worked for a private equity firm before joining Schwab in 2019.

Paul often advises MFOs on best practices and how to grow their business in the UHNW space. He has written articles, white papers, and conducted webinars and presentation about the family office business. Paul has expertise in income tax planning, estate planning, alternative investments, philanthropic planning, risk management, life insurance, family dynamics planning, UHNW business development, family office business, and the UHNW and family office community.

Paul has his Juris Doctorate degree from University of California, Davis. He received his BS in Accounting from the University of Colorado, Boulder, magna cum laude. He is licensed to practice law in Colorado (Inactive) and California (Inactive). He is a Colorado CPA with a PFS designation. He also has his CFP and CLU designations. He has his Series 7, 63 and 24 securities licenses. He also has an insurance license in Colorado (L, A&H, V).

Jonathan Flack

Global Private Leader
PwC

Jonathan is the Global and US Leader of PwC’s Family Office and Family Business practice. In his role leading the practice, Jonathan spearheads the strategy, operations, talent development, thought-leadership and marketing for the sector. He has published several thought leadership pieces on family governance, strategy and succession for families, which have been included in articles in national and international publications and webcasts. His efforts focus on developing collaborative, trusted and valued relationships with his family clients, anticipating their needs and creating the right approach to help them achieve their family and business goals.

Jonathan is a lead engagement partner to some of the US’s largest family-owned businesses and family offices. In that capacity, he leverages PwC’s extensive global network of partners and works with external advisors (attorneys, family business counselors, trust advisors) as needed to ensure the delivery of innovative solutions to multi-generational family businesses and family offices.

His innovative and visionary spirit instills an empathetic mindset in his teams, creating a differentiating client experience. His entrepreneurial drive stems from his experience launching two offices for the US firm (Nashville & Charleston) where he identified and developed high-performing teams, quickly gaining deep client trust and respect.

Jonathan received a BA from Wofford College. Jonathan is also a guest lecturer and faculty member at the Center for Family Enterprises at the Kellogg School of Management at Northwestern University, Vanderbilt University and the University of Southern California.

Jonathan’s passion for family businesses starts with his own commitment to family. His wife, English, is a pediatric cardiologist at Vanderbilt Children’s Hospital and have three girls Laney, Sadie and Clara.

Jonathan is an avid supporter of the arts and all things outdoors while traveling to six continents.

Jane Flanagan

Founder
Essential Connections Network

Jane has dedicated her career to working with—and learning from—family leaders and family office executives. She has interviewed hundreds of families to document best practices on topics ranging from governance and succession to engaging the rising generation and strengthening multigenerational communication. Jane has guided families through the decision of whether to establish a family office and has advised others on evaluating and streamlining existing operations. Today, her work centers on supporting the personal and professional development of family office leaders through one-on-one coaching, peer communities, and thought leadership.

Before founding Essential Connections, Jane served for six years as Director of Family Office Advisory in Northern Trust’s Global Family Office group, where she provided guidance to more than 550 family offices worldwide. She began her career at Family Office Exchange, where she spent 26 years conducting research, consulting, and creating meaningful learning experiences for family offices and their advisors.

Jane is a Certified Professional Coach and a Certified Myers-Briggs (MBTI) Practitioner. She also serves on the board of the Southeastern Family Office Forum (SEFOF).

Matthew Fleissig

CEO
Pathstone

Earlier in Matt’s career, he held positions at Harris myCFO Investment Advisory as a Principal and at The Ayco Company, A Goldman Sachs Company, as a Financial Planner. He was a member of Harris Bank’s Outside Advisor Review Committee, a select group of 12 senior investment professionals, which directed manager due diligence, search, and selection for the bank’s $60 billion platform. He was also a member of Harris Bank’s Investment Management Committee, where policies for asset allocation, alternative investments, equity and fixed income managers, and compliance are decided at the firm level. At Ayco, Matt provided comprehensive financial counseling to Fortune 500 executives and high-net-worth individuals. Clients were advised on investment opportunities, complex tax issues, estate planning and benefits, and compensation decisions.

Matt earned a Bachelor of Arts in Economics from Muhlenberg College in Allentown, PA and an MBA in Finance from Fairleigh Dickinson University in Madison, NJ. While at Fairleigh Dickinson University, he was accepted into Beta Gamma Sigma, the international honor society for AACSB accredited business schools. Matt is a member of the Young Presidents’ Organization (YPO) — one of the world’s premier leadership organizations of chief executives. Matt’s YPO membership reflects the strong client-focused organization he helped build at Pathstone.

Greg Friedman

Chairman, Managing Director
Greycourt & Co, Inc.

Greg Friedman is Chairman and Managing Director of Greycourt and previously served as Greycourt’s Chief Investment Officer from 2002 to 2012 and as Greycourt’s Chief Executive Officer from 2012 to 2021.

Greg has developed a variety of tools and software programs many still actively used by the firm including after-tax asset allocation software, a dynamic multi-factor model used in forecasting asset class returns and a private equity waterfall model used to properly size private equity commitments. He is also the author of several white papers.

Prior to joining Greycourt in 2001, Greg was a Principal at Windermere Investment Associates, where he advised high net worth families regarding the construction of tax-efficient portfolios, the development of complex multi-generational investment policies, the selection of traditional and alternative investment managers and ongoing tactical implementation of client portfolios. Prior to working with Windermere, Greg was Director of Investment Strategy at Mellon Private Capital Management where he managed $3 billion in client assets.

In 2018, Greg received a Best in Industry Award from the Family Wealth Alliance. Greg is a former chairman of the board of the Oregon Gymnastics Academy. He formerly was a member of the Board of Directors and served as chair of the finance committee for Greater Than!, formerly the I Have a Dream Foundation (IHAD). Greater Than! works to ensure that all children have the opportunity to pursue higher education and to fully capitalize on their talents, aspirations, and leadership to have fulfilling careers and create a better world.

 

Doug Fritz

Co-founder & CEO
F2 Strategy

Doug Fritz is the Co-Founder and Executive Chairman of F2 Strategy, the largest pure-play wealthtech consulting firm in the U.S. Doug has successfully navigated the journey from CTO to start-up founder, to enterprise CEO, and is now an M&A-focused executive chairman. Doug is a leading voice and sought-after strategist for growth-focused advisory firms needing to make great decisions about their technology and client experience. Doug recently moved from Santa Cruz, CA to Wilmette, IL with his wife, Liz, and two sons. When not talking tech strategy, you’ll find him on the water racing with his new J-70 sailboat team.

Paige Goepfert

Managing Director
Andersen Tax LLC

Paige Goepfert is a managing director and Client Group Lead for Andersen’s Private Client Services practice and works with ultra-high-net-worth families, family offices, business owners, and executives on tax planning and income tax compliance.

Paige has over 20 years of experience in accounting specializing in pass-through, individual, fiduciary, and estate taxation. For family office clients, Paige provides expertise on a variety of tax matters with a focus on the structuring of family offices, the development and implementation of multi-generational wealth transfer plans, and preparation of related tax returns.

She also consults with clients regarding other planning matters, including the use of partnerships, gifting, private foundations, and other charitable vehicles. Paige also works with executors and estate administrators to manage a decedent’s estate.

Paige frequently lectures on estate planning, taxation of trusts, and wealth strategies for the AICPA Advanced Estate Planning Conference and a variety of other professional venues. She has also published an article in The Tax Adviser: Important Lessons Regarding Valuation Issues.

Charlie Grace**

Wealth Strategist

Charlie Grace has been active for 20 years as a resource to ultra-high net worth families, family offices and family enterprises. Working in tandem with all the private client teams at Cambridge, Charlie partners with families and helps better define the broad building blocks and strategies to sustain and grow their wealth as well as optimize their investment programs.

Sam Graham

President & CEO
Diversified Trust

As Chairman and Chief Executive Officer of Diversified Trust, Sam focuses on corporate strategy and growth. He is one of the firm’s founding shareholders and served as President and Chief Operating Officer prior to becoming CEO in 2011. He has served on the firm’s Board of Directors since its inception. Prior to Diversified Trust, Sam was a Vice President within the trust division of First Tennessee Bank. He began his career with Ernst & Young Consulting.

Sam serves on the Advisory Board of The UHNW Institute, an independent, non-profit Think Tank established to promote thought leadership education and best practices within the ultra-high net worth advisory industry. In addition, Sam is a Trustee of Covenant Theological Seminary in St. Louis where he serves on the Endowment Committee. He is also a member of the President’s Council for The University of Tennessee. Sam served as Chair of the Board of Trustees of Memphis University School from 2013-2020 and as trustee from 2004-2021. Sam is a past president of the Memphis Estate Planning Council and previously served on the Memphis Regional Advisory Board of Teach for America where he was a charter board member.

Sam received a Bachelor of Science in Finance from the University of Tennessee and a Master of Business Administration from the University of Memphis. He also graduated with honors from the ABA Graduate Trust School at Northwestern University and from the Cannon Financial Institute Trust School.

Jim Grubman

Faculty Chair
Owner
Family Wealth Consulting

Dr. Jim Grubman has provided services to individuals, couples, and families of wealth for over 40 years. With an international reputation as a valued family advisor, he is often consulted in situations of complexity where psychology, law, finance, medicine and business all come into play to varying degrees.

In recognition of his prominence in the industry, Jim has been honored with two major professional honors in 2024. One is the prestigious 2024 Family Wealth Report Lifetime Achievement Award in the wealth management industry. The other is the 2024 Richard Beckhard Practice Award from the Family Firm Institute, the top practitioner award granted each year to an individual who has contributed significantly to the fields of family business consulting and family wealth consulting. Jim is also a past recipient of the 2021 FWR Award for Outstanding Thought Leadership with his longtime collaborator, Dennis T. Jaffe, PhD.

Jim is the author of Strangers in Paradise: How Families Adapt to Wealth Across Generations, a now-classic book discussing how individuals and families adjust to the opportunities and challenges of wealth. He is also co-author (with Dennis Jaffe and Kristin Keffeler) of Wealth 3.0: The Future of Family Wealth Advising, a remarkable look at the history and future of the wealth advising field. In addition, he is co-author with Dennis Jaffe of Cross Cultures: How Global Families Negotiate Change Across Generations, describing the unique adaptations of wealthy families around the world in various cultures. His work has been discussed in Malcolm Gladwell’s book, David and Goliath, and has been featured in The Wall Street Journal, Harvard Business Review, CNBC, The New York Times, and The Boston Globe. He has published widely in the Journal of Wealth Management, the International Family Offices Journal, Journal of Financial Planning, the global family enterprise publication Tharawat Magazine, STEP Journal, and many other media.

A dynamic sought-after speaker, Jim has presented at national and international conferences including the STEP Global Congress, the Heckerling Institute on Estate Planning of the University of Miami School of Law, TIGER21, the Family Office Exchange (FOX), and the Family Firm Institute, among many others. He was a collaborator on the Hundred Year Family Enterprise Project for Wise Counsel Research Associates, studying the practices of global families who have successfully made transitions through at least three generations. He has also served as academic director for the Family Legacy and Wealth Program at the John Molson Executive Centre of Concordia University in Montreal, Quebec, as well as a similar program at Queens University in Kingston, ON, Canada.

Thomas J. Handler

Managing Partner
Handler Law

Mr. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices. He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, asset protection, family office compliance and advanced tax planning strategies. Mr. Handler is a managing partner in Handler Law, LLP, where he chairs the firm’s Advanced Planning & Family Office Practice Group.

His experience includes public accounting and corporate and foundation directorships. He is involved in Chicago Bar Association activities including its Taxation and Trust Law committees and has authored numerous professional articles. He has lectured extensively both nationally and internationally at wealth industry, professional and family office educational conferences. Mr. Handler created the Asset Protection Profile™ and Stealth Prenup™ in addition to other proprietary strategies for affluent families and family offices.

Mr. Handler has been named one of the Top 15 Wealth Planners and one of the Top 100 Attorneys in the United States. He has also been named to Who’s Who in American Law, Who’s Who in America, Who’s Who in the World and Global Leading Lawyers. Illinois Leading Lawyers named Mr. Handler one of the Top Lawyers in the areas of Closely and Privately Held Business Law and Trust, Will and Estate Planning Law. He received the Family Wealth Alliance Leadership Award for Lifetime Achievement in 2017 and the Private Asset Management Lifetime Achievement Award in 2021. He was named 2017 Private Client Lawyer of the Year and in 2016 won the Excellence in Estate Planning Award. In 2015, he was named International Wealth Planner of the Year and Wealth Planning Gamechanger Lawyer of the Year in addition to receiving the Michael J. Brink Lifetime Achievement Award for Leadership and Service.

He earned a Bachelor of Sciences in Accountancy degree from the University of Illinois at Urbana-Champaign and a Juris Doctor degree, Law Review, from DePaul University College of Law in Chicago, Illinois. Mr. Handler is a recognized thought leader in the advanced planning and family office marketplaces who has been quoted in the Wall Street Journal, Chicago Tribune, New York Times, Worth Magazine, Financial Times, Barron’s, Christian Science Monitor, Family Office Review, Las Vegas Review- Journal, Chicago Sun-Times, Structured Products Magazine, ABA Journal, Family Office Real Estate Magazine, National Law Journal, Crain’s Chicago Business, Derivatives Weekly, Family Wealth Report, Wealth Manager Magazine and other publications. He has appeared as an expert commentator on numerous radio and television programs.

Stephen Harris

CEO
ClearView Financial Media

Cindy Adams Harrison

Managing Director, Advisory Services
PKF O'Connor Davies

Dr. Cynthia Adams Harrison is a Managing Director in the Center for Private Business Owners. For more than 30 years, she has consulted with privately held and family business enterprises in an array of areas.

Her client’s range in revenues from $5 million to more than $1 billion, with many operating globally. Cindy specializes in blending her knowledge and experience in performance metrics and techniques garnered from her work with professional athletes and applies these powerful performance methods to business.

She is a national and international motivational speaker. Her numerous speaking engagements include “The Special Challenge of a Family Business in Crisis”, “Team Building Concepts in the Workplace”, “Team Building and Mental Training Skills for Enhanced Performance,” “Women’s Ways: Performance Tips for Success.” She has also co-presented workshops on topics such as estate planning and effective corporate governance in family business, including a presentation in Dallas at the National Association of Corporate Directors (NACD) “Board Symposium on Successful Family Businesses.”

As a recognized author, Cindy’s published work has been highlighted in Family Business Magazine and Teamwork Perspectives and Challenges, ICFAI University Press, India. She coauthored, “Women in Family Business: What Keeps You Up at Night?” with Patricia M. Annino J.D., and Thomas D. Davidow Ed.D.

Amy Hart-Clyne

Advisory Board Vice Chair
The UHNW Institute

Chief Knowledge Officer
Pitcairn

Amy has always been at the vanguard of family engagement by building sustainable cultures of family learning within prosperous families. For more than three decades, she has been a tireless proponent and leader in guiding and advising wealthy families on effective ways to fulfill the promise and potential of their legacies. She is the co-author of the book FINDING HER VOICE & CREATING A LEGACY: PORTRAITS OF PIONEERING WOMEN LEADING WEALTHY FAMILIES. The book is an exploration that draws from intimate, in-depth conversations with over 40 women of wealth about how they came to wealth, their role in the family, and the obstacles they overcame.

Amy’s real superpower is relationship building. Her infectious energy and glass-half-full attitude helps people overcome obstacles that prevent them from linking up with one another. She thrives as a bridge builder between people and groups offering genuine encouragement and an optimistic outlook on life that can provide a sense of comfort and stability in the face of uncertainty. She is a strategic thinker with a passion for learning and sharing those lessons with others.

Amy is responsible for Pitcairn’s Family Engagement Services function, the area of the firm that supports the development of the family’s human, intellectual, social, and legacy capital. She leads the firm’s thought leadership and learning initiatives in order to provide unique resources, content, and educational tools to wealthy families transitioning leadership to subsequent generations. She has a unique passion for rising gen family members as well as women of wealth.

Before joining Pitcairn, Amy served as Executive Director and Chief Knowledge Officer at Family Office Exchange (FOX), where she led the organization’s knowledge, learning, and education strategies for over 400 families and 150 multi-disciplinary advisors. As an expert in private wealth management, Amy has spent her career translating the needs and desires of ultra-wealth families and their advisors into practical insights and solutions-based experiences that educate, excite, and engage.

Amy has an MBA in Marketing from Columbia Business School, Columbia University, and a BA in International Relations/Political Science from Colgate University. She has earned the Certified Financial Planner™ (CFP®) designation and holds an Advanced Family Business certification (ACFBA) from the Family Firm Institute where she is also an FFI Fellow. Amy is also the Co-Chair of the Ultra High Net Worth Institute (UHNWI) Advisory Board, a think (and do) tank of C-suite executives dedicated to bringing excellence to the world’s wealthiest families. She draws her inspiration and motivation from these families who have the enormous power to do good. Helping these families flourish is her north star.

Outside the office, Amy has a number of pursuits that keep her well balanced and enjoying life. She is more than just an avid skier, having been trained and certified as a PSIA Adaptive Ski instructor. Off the slopes she gets her adrenalin rush from pedaling her Peloton where she uses the handle “badassahc”. In her more reflective moments, Amy practices yoga and enjoys gardening. And regardless of the season, indoors or out, she keeps up her pursuit of lifelong learning, mentoring and coaching others, and above all, remembering to laugh.

Barbara Hauser

Editor-in-Chief
The International Family Offices Journal

Bio coming soon…

Russ Haworth

Head of Family Governance, Transition & the Next Generation
Charles Park Family Office

Russ is a specialist adviser, facilitator, and coach working with family businesses and family offices. He has over fifteen years’ experience supporting families as they navigate the relational, strategic, and governance challenges that come from owning and leading together.

His work is grounded in a deep understanding of family dynamics, decision-making, and transition, shaped by a background in financial planning and wealth management. This combination allows him to work comfortably across both commercial and personal dimensions, helping families build clarity, confidence, and alignment over time.

Russ holds the Advanced Certificate in Family Business Advising from the Family Firm Institute, a globally recognised qualification for advisers working with family-owned enterprises. He is known for his thoughtful, plain-speaking approach and for creating the conditions where families can have honest conversations and make well-considered decisions together

Wally Head*

Founder & Principal
Personal Fiduciary Advisors, LLC

Relying on his background as an attorney and a CPA, Wally has helped families and family offices executives throughout his career develop, communicate, and implement strategies to effectively manage family wealth and transfer it to future generations. He currently advises a few families with family offices and serves as a founding board member of The UHNW Institute, a non-profit think tank and learning exchange.

Wally has held leadership positions in national accounting and financial services firms, including serving most recently as vice chairman of Gresham Partners, a firm providing investment and other wealth management services to over 100 wealthy families. Previously, he served as chief executive officer of wealth management and a member of The Private Bank and Trust Company’s board of directors, after being co-owner, president and chief operating officer of Family Office Exchange.

Wally has authored many articles and been a frequent speaker, panelist, or moderator on a full range of wealth management topics. He currently is leading an initiative of The UHNW Institute to codify industry standards for identifying and delivering integrated family wealth management services.

Wally grew up on a family farm in Missouri, which he and his son own and operate as fourth and fifth generation family members. Wally received J.D. and M.B.A. degrees from the University of Missouri, and a B.A. degree from Westminster College in Missouri. He is a Trustee and former chair of Westminster College’s Board of Trustees and a Trustee and former vice chair of the John G. Shedd Aquarium’s Board of Trustees.