Advisory Board

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.

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.

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.

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.

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.

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.

Fredda Herz Brown

Founding Principal
Relative Solutions

Fredda Herz Brown is widely recognized for her groundbreaking work with enterprising families and their trusted advisors.

From her numerous contributions over a quarter century, she has helped to establish standards of professional practice and develop the body of knowledge which defines the work of the field to this day.

Her early focus on families emerged out of a research project examining successful first-to-second generation transitions at a world-renowned postgraduate training center in family systems work, which she co-founded. A founding board member of the Family Firm Institute, she has served on the editorial review board of its journal, Family Business Review.

Fredda has been the recipient of several awards acknowledging her contributions to professional practice. A prolific writer, speaker and workshop facilitator, she is the author of “Reweaving the Family Tapestry” (Norton; 1991), which encapsulated her model for understanding and working with families as they evolve through their life cycle.

Fredda works with Dr. Fran Lotery in conducting research and development for Relative Solutions’ Family Enterprise Leadership System© (FELS) – the only leadership assessment framework and interactive tool of its kind for the field.

She has also continued the firm’s tradition for strategic collaborations, such as the 2010 Women in Wealth Study with Campden Media. Most recently, she has led the firm in collaborating with 21/64, the non-profit consulting division of the Andrea and Charles Bronfman Philanthropies, to produce two card decks for family members.

In November 2012 Fredda and colleague Dr. Fran Lotery released “The Family Wealth Sustainability Toolkit.” The groundbreaking online interactive assessment tool, and its companion manual, was published by John Wiley & Sons, Inc. The online tool is accessible through a partnership with Wiley.com. The Family Wealth Sustainability Toolkit is available at Amazon.com.

William Kambas

Partner
Withersworldwide

He focuses on tax planning for multi-national and multi-state personal, active business, and investment activities, with a particular emphasis on tax structuring and choice of business entity for US and non-US business owners and investors.

Bill has represented a variety of private and public interests, including family-owned, start-up, and multi-million dollar enterprises on purely domestic as well as inbound and outbound business transactions and cross-border investments (whether made directly or through investment funds or joint ventures). In particular, he has considerable experience advising on tax planning for US real estate investments (whether residential or commercial, development, operational, or for personal use). An integral part of Bill’s practice involves assisting families and/or their family offices with the formation, management, and/or periodic evaluation of multinational and/or multi-generational centralized control and management structures, such as family offices and private trust companies. In recognition of his family offices work, contributors to Family Capital magazine observed that, “[Bill runs the gamut] of family enterprise matters, particularly tax planning and cross-border investments,” and, “[he] is a true professional, working diligently to solve challenging legal and regulatory issues family enterprises often face.“

Bill has participated in numerous speaking engagements, industry memberships, and publications. For example, Bill has been a guest lecturer at the Heckerling Institute, the Hellenic Studies Program at Yale University, the Columbia Business School’s Family Business Program at Columbia University, the University of Connecticut School of Law, and the Charles F. Dolan School of Business at Fairfield University, as well as with the International Fiscal Association, American Bar Association, and the Society of Trusts and Estates Practitioners.

Bill has been recognized by a number of industry groups, including as one of the top ten advisors on the 2024 The FamCap 50 Advisors list in Family Capital magazine, as one of the 21 People to Know When Starting a Family Office by Business Insider in 2022; one of the Top 100 Family Influencers by Family Capital Media in 2020; as a Fellow of the American Bar Foundation; as a “key lawyer” by The Legal 500 US in the area of international tax and not-for-profit in 2021 and 2020; as one of the Best Lawyers in the US since 2018; and as one of the Connecticut Law Tribune’s New England Trailblazers for 2019. Bill is a member of the Advisory Board of The UHNW Institute and a Fellow of the American College of Tax Counsel (“ACTC”).

BNY Mellon: Pam Lucina photographed at Andrew Collings Photography studio, Chicago, IL. June 27, 2016. Photo by Andrew Collings.

Pamela Lucina

EVP
Northern Trust

Pam Lucina leads Family Office Solutions, our offering for ultra-high net worth individuals and families that combines custom advisory expertise with institutional family office capabilities. In this role, she oversees a dedicated team within our Global Family Office business that supports clients as an outsourced family office.

Previously, Pam served as Northern Trust’s Chief Fiduciary Officer for six years. Prior to joining Northern Trust, Pam was with BNY Mellon, where she held the national role of Executive Director for its Wealth Management Advice, Planning and Fiduciary Services practice. Previous to that she was with JPMorgan, providing wealth and estate planning services, and also spent 10 years in private practices as a tax consultant with Arthur Andersen, and in the trusts and estates departments of both Levin Schreder and Mayer Brown law firms.

Pam has a strong background in wealth, tax, philanthropic and business owner planning; she also brings expertise in next-generation education, governance and global family office matters. She is a recognized leader and speaker within the estate and trust legal community.

She is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the National Services Leadership Team and the Wealth Management Executive Leadership Team, groups that oversee the direction of Northern Trust’s Wealth Management Business.

Pam earned her B.S. degree in business administration and management from Marquette University and her Doctor of Law (J.D.), Taxation from DePaul University.

Pam is a former member of the Board of Trustees for the Lincoln Park Zoo and a member of the Planned Giving Board for The Hadley Institute for the Blind and Visually Impaired. She is a frequent speaker and has been featured on CNBC & Bloomberg, and quoted in Dow

Jones, The New York Times, The Wall Street Journal, Financial Times, Barron’s, Forbes, MarketWatch, Crain’s Chicago Business, U.S. News & World Report and Business Insider.

Edward Marshall

CEO
Presage Global

Edward is the Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm. Presage is a trusted partner to c-suites and boards, family offices, and investors.

Edward is a family office insider and a leading family office researcher, advisor, and author. He is also a risk and threat management specialist, working with families to reduce their cyber, physical, financial, operational, and reputational risk profiles.

Edward is a member of the Advisory Board and co-heads the Family Office Initiative at the UHNW Institute, a think tank organized to support family offices and UHNW individuals by promoting best practices, professional development, and positive change in the family office and family wealth field. He also co-authored the book, The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students.

Prior to founding Presage Global, Edward held leading family office roles at Dentons, Credit Suisse, Citibank, and Boston Private. He joined Credit Suisse from Booz Allen Hamilton and previously was a research assistant at The Kennan Institute and lectured as an Adjunct Professor at the Henley-Putnam School of Strategic Security. Edward began his career in the public sector, working for the federal government in the United States and abroad.

Edward serves as the Senior Advisor to the President of The Kyiv School of Economics in Ukraine and founded “After Service,” a Ukrainian NGO focused on reducing veteran suicide and supporting Ukrainian veterans in civilian life. He is a board member at the Defense Intelligence Memorial Foundation (DIMF), providing full scholarships to the families of Defense Intelligence officers killed in the line of duty, and an advisory board member for Americas Warrior Partnership (AWP), a nonprofit focused on reducing veteran suicide.

He earned his MBA from New York University’s Leonard N. Stern School of Business and a BS in Human Biology from Michigan State University.

David Novick

Chief Relationship Officer
Briar Hall

David Novick is the Chief Relationship Officer (“CRO”) at Briar Hall, where he is a member of the Management Team and the senior-most leader overseeing client experience and engagement.

In his role as CRO, David has full organizational leadership of the wealth advisory and relationship management team. In addition to managing and developing the team on a day-to-day basis, he provides strategic insights into evolving the service experience, particularly through the integration of technology in service engagement. David joined Briar Hall in November 2024. Before joining Briar Hall, David served as Managing Director of PricewaterhouseCoopers’ (“PwC”) Family Enterprise Advisory Services practice, where he primarily supported multigenerational ultra-high net worth families and their offices.

Prior to his tenure at PwC, David was President of Johnson Keland Management, the family office for the principal owners of S. C. Johnson & Son, Inc. There he led a team of financial professionals dedicated to serving three generations of the Johnson and Keland families. The office focused on governance, investment advisory oversight, estate and tax planning, financial administration, education, and lifestyle services.

Earlier in his career, David held the positions of Chief Operating Officer, General Counsel, and Chief Compliance Officer of William Harris Investors, Inc., a multi-family office managing the wealth and financial affairs of four generations of the Harris family, as well as other ultra-high net worth families, through investment management, tax and estate planning, philanthropy, trust administration and personal financial planning.

David earned his JD from the University of Illinois College of Law and holds an undergraduate degree from the Boston University School of Management.

David resides in Highland Park, Illinois with his wife of over thirty years, Michelle. They have two adult children, Corey and Jordyn. David enjoys hiking, biking, Pilates, and spending time with the family dog, Wrigley.

Arden O’Connor

CEO
Intent Clinical

Arden O’Connor founded Intent Clinical with a clear mission: to provide families and individuals with expert guidance and compassionate support through the complexities of behavioral health challenges. Witnessing her own brother’s struggle with addiction and anxiety over more than a decade, Arden recognized the need for a more personalized, high-touch approach to care. She established Intent Clinical, formerly O’Connor Professional Group, to help families like hers navigate the often-fragmented treatment landscape with trusted expertise.

Under Arden’s leadership, Intent Clinical has evolved into a premier provider of concierge-level behavioral health services, supporting thousands of clients globally across a range of challenges, including substance use disorders, mental health conditions, eating disorders, aging-related concerns, neurocognitive disorders, and developmental difficulties. By focusing on customized, evidence-based solutions, Arden and her team ensure that individuals receive the right care at the right time and in the right setting.

Arden is a graduate of both Harvard College and Harvard Business School and remains actively involved in community service and advocacy. She has served on the boards of several organizations, including the Winsor School Corporation, the Harvard Club of Boston, the Massachusetts Association of Mental Health, and the Harvard Business School Alumni Association of Boston. Additionally, she is a member of the Collaboration for Families Flourishing and the Women Presidents Organization (WPO). She is also the co-host of the Conversations with Intent Podcast, where she and Diana Clark explore mental health, family dynamics, and resilience, offering insight and guidance for life’s most complex challenges.

Arden is a nationally recognized speaker on the intersection of behavioral health and wealth management. She frequently advises private wealth advisors, law firms, and family offices on best practices for addressing the nuanced complexities of mental health conditions, addiction, aging care, infertility, and family dynamics within affluent families. By offering strategic guidance and personalized insights, she equips advisors with the expertise and resources to handle these sensitive matters discreetly and effectively, ensuring their clients receive the comprehensive care and support they deserve.

Milton Pedraza

CEO
The Luxury Institute

Milton Pedraza is the CEO of the Luxury Institute and a private investor. Today, Luxury Institute is the world’s most trusted research, training, and elite business solutions partner for luxury and premium goods and services brands. With the largest global network of luxury executives and experts, Luxury Institute has the ability to provide its clients with high-performance, leading-edge solutions developed by the best, most successful minds in the industry.

Over the last 17 years, Luxury Institute has served over 1,100 luxury and premium goods and services brands. Luxury Institute has conducted more quantitative and qualitative research with affluent, wealthy and uber-wealthy consumers than any other entity. This knowledge has led to the development of its scientifically proven high-performance, neuroscience and emotional intelligence-based education system, Luxcelerate, that dramatically improves brand culture and sales performance.

Milton advises and coaches luxury CEOs and advises and serves on the boards of top-tier luxury and premium brands, as well as luxury and premium startups. He is a member of the Advisory Board at the Ultra High Net Worth Institute. He is a frequent speaker at corporate events worldwide. He is known for his practical, innovative and humanistic insights and recommendations on luxury and high performance. Milton is the most quoted global luxury industry expert in leading media and publications. He is a recognized investor and authority on the Personal Data Economy, Privacy and Personalization, Customer Relationship Management and Artificial Intelligence technologies. Prior to founding the Luxury Institute, his successful career at Fortune 100 companies included executive roles at Altria, PepsiCo, Colgate, Citigroup and Wyndham Worldwide.

Milton is a frequent guest speaker at Columbia University and has presented at Harvard. He has been recognized as a top Latin Entrepreneur by Stanford Business School.

Milton was born in Colombia, raised in the United States, and has lived in several countries. He has conducted business in over 100 countries and speaks several languages.

John Prufeta

Chairman & General Partner
Medical Excellence Capital, LLC

John Prufeta founded Medical Excellence Capital (MEC) in 2020 and serves as Chief Executive Officer and Managing Partner.

Over the past 30 years, John has served as an operator and consultant to academic medical centers internationally. He serves concurrently as Chairman of The Medical Excellence Foundation, a charitable organization dedicated to providing grants to support America’s most promising health care research at U.S. academic medical centers and research institutes.

In 2007, John co-founded the Medical Excellence Group, a global private health advisory firm with offices in New York, Moscow, London, and Shanghai, and has served as Chairman since its inception. The company operates as a virtual “Family Office for Health Care” offering comprehensive, state of the science programs in preventative medicine, complex case management, telemedicine, and longevity. From 2000-2003, John served as president and CEO of Medix Resources, a publicly-held (NYSE:MXR) health care technology company. Previously, John served as Managing Partner of Agilence Health Advisors and OnPoint Partners, consulting companies advising academic medical centers, managed care organizations, and health care technology firms.

He is a founding Board member of Veterans Moving Forward, a 501(c)(3) charity that serves Veterans with physical and mental challenges. Additionally, Prufeta is a founding board member of CuraLeaf, a publicly held medical cannabis company that is now the largest integrated provider in the United States. One of his most treasured experiences was as a board member of America’s Huey 091, a project that fully restored a Vietnam-era helicopter and donated the aircraft to the Smithsonian Institute. The helicopter is now the largest artifact in the “America at War” exhibit.

John is a graduate of the Harvard Executive Program, OPM 28 at the Harvard University Graduate School of Business. He holds a B.S. degree in Management from St. John’s University.

Laurent Roux

International Advisory Board Chair
The UHNW Institute

Founder & CEO
Gallatin Wealth Management

Independent Director
Willow Street Group

Laurent Roux has over 40 years of experience working with families and family offices worldwide. Activities range from strategic wealth management – family legacy and stewardship, family dynamics and organization, family office construction, coordination, trouble-shooting and consulting, to international asset management, asset allocation, portfolio management, manager selection, performance reviews, mutual fund administration and global custody.

He is an Independent Director and Principal of the Willow Street Group and WS Trust Company in Jackson, WY and CEO/Founder of Gallatin Wealth Management. Willow Street is a leading provider of Trust services and Gallatin is a wealth management advisory and consultancy which acts as the trusted advisor/Chief Learning Officer to families, family offices and MFO’s. He was a Director and Managing Director at Pictet & Cie, Private Bankers, Geneva, Switzerland and a number of its international affiliates during his 25 years at his family’s firm. Laurent holds a JD degree from California Western School of Law in San Diego (1980), received a BA from the Univ of Colorado with majors in History and Political Science in 1976, and attended the Graduate Institute of International Studies Masters program in Geneva.

Laurent holds numerous past and present board and advisory board member positions, including the Family Firm Institute, The East West Institute, a global conflict prevention think and do tank, the Family Office Association, the UHNW Institute, The Special Operators Transition Foundation, and The Jackson Hole Center for Global Affairs, Historical Society, Community Counseling Center, and National Museum of Wildlife Art. He is a Chair and member of several high level investment committees. He has spoken at numerous forums in Asia, Australia, Europe and the US, lectures and writes on family wealth advising, family offices, private banking, and Trusts.

The Family Firm Institute (“FFI”) is an organization for family enterprise professionals, including advisers, consultants, educators and researchers who help to perpetuate trans-generational family business enterprise. For its network of professionals, FFI provides opportunities to participate in multidisciplinary educational programs and earn professional designations or certificates. Through interaction with international faculty, thought leaders, and a global network of other specialists, FFI Global Education Network (“FFI GEN”) students are provided the opportunity to develop their skills and improve their understanding and effectiveness when working with, in, or studying family enterprises.

Dune Thorne

Head of Growth & Strategy
Brown Advisory

Dune Thorne is a Partner of Brown Advisory where she Heads the Boston Office and works closely with families to help them develop thoughtful financial and investment plans. She leads her own family’s family office where she works with 3 generations and over 20 family members as well as a small group of other families to provide multi-generational investment, tax and long-term planning advice.

Prior to joining Brown Dune was a principal at Silver Bridge Advisors, a Boston-based boutique investment advisory firm. Before coming back to Boston in 2007 Dune worked as the Director of Investments for Circle Financial a multi-family investment think tank in New York and was a teaching assistant at Columbia Business School in their wealth management discipline.

Ms. Thorne has published articles in Financial Planning and Forbes.com and has been quoted in the Financial Times, American Banker, Wall Street Journal, New York Times, Family Wealth Report, Investment News, Bloomberg, Private Asset Management and in the book “Women and Philanthropy.” She was honored as a one of the 2013 World Economic Forum’s Young Global Leaders, one of the Top 50 Women in Wealth by AdvisorOne in 2011, was a recipient of Boston Business Journal’s Emerging Leader Award in 2011, was an honored participant of the Family Wealth Alliance 40minus Leadership Summit and recognized as one of Banker and Tradesman’s New Leaders in 2009. She is also a graduate of the Boston Center for Community & Justice Lead Boston Program.

Ms. Thorne is the founder and Chairwoman of Invest in Girls, serves as a member of the Golden Seeds LP Advisory Committee and Tiger 21. She is also a trustee and investment committee member for Milton Academy and the deCordova Sculpture Park & Museum and serves on the investment committee for Planned Parenthood League of Massachusetts and Lincoln Nursery School.

Ms. Thorne earned an MBA from Harvard Business School where she completed independent studies on women and investing, as well as angel investing, and a BA in Economics from Dartmouth College. She is a CERTIFIED WEALTH STRATEGIST® (CWS®) professional and a Certified Trust and Financial Advisor (CTFA).

Paul Viollis

CEO
Viollis Group International

Over Paul’s storied career in both law enforcement and security, he developed a diverse base of skills in various areas of the criminal justice system, ranging from his position as supervisor for the New York County’s District Attorney’s Office’s Criminal Court Unit, Security Specialist/Supervisor under the United States Space Command, and CO of a Florida State Police Academy. He is a renowned public speaker and has served as a subject matter expert in private client security, workplace violence, behavioral analysis, workplace security, counter-terrorism threat assessment, and is a Certified Master Anti-Terrorism Specialist under the Anti-Terrorism Accreditation Board.

Paul is the author and lead editor for Jane’s Publishing’s book “Workplace Security,” Contributing Editor for Jane’s “School Safety Handbook,” “Teachers Safety Guide,” “Crisis Communications Handbook” and co-authored his marquee book, “Silent Safety-Best Practices for Protecting the Affluent.” In addition, he tours yearly on the speaking circuit, presenting on issues ranging from terrorism and national security to private client security and cyber-terrorism. Paul’s media resume includes current Host of the Docuseries Facts Based News on YouTube, Law Enforcement & Security analyst for CBS News, Host of Security Matters with Paul Viollis on CBS Radio, a regular contributor on FOX Business and FOX News, and appearances on and in media outlets including CNN, INSIDE EDITION, MSNBC, Reuters, ABC, CNBC, CBS, ESPN, Wall Street Journal, The New York Times, Entrepreneur Magazine, Wall Street Journal Radio, National Public Radio, CSO, Forbes, Robb Report, Worth, Business Insurance, and CFO magazine.

Paul’s newest book “Safeguarding America, the Blueprint for Keeping You and Your Family Safe” is available for signed copies on www.viollis.com. The popularity of Safeguarding America with the public has led to a radio show that live streams every Saturday morning on WAKR.net. Paul co-hosts the radio program with long time morning show host, Ray Horner.

His professional affiliations include the Anti-Terrorism Accreditation Board, Overseas Security Advisory Council, Florida Police Chiefs Association, lnfraGard, and Business Executives for National Security. Paul holds the distinction of Honorary Assistant Attorney General for the State of Louisiana. He holds a bachelor’s degree in Criminal Justice, a Master of Public Administration, and a Ph.D. in Philosophy.

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Thom Melcher

Amy Hart-Clyne

Stacy Allred**

Tyler Banks

Jonathan Bergman

Eddie Brown

Thomas Carroll

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Matthew Fleissig

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Pat Soldano

Allison Taff Migel

Dune Thorne

Daniel Trimarchi

Ronald Varney

Paul Viollis

William Wyman

Christopher Zander

Thom Melcher

Amy Hart-Clyne

Stacy Allred**

Tyler Banks

Jonathan Bergman

Eddie Brown

Thomas Carroll

John Dowd

Katherine Dunlevie

Andrew Fay

Jonathan Flack

Matthew Fleissig

Doug Fritz

Paige Goepfert

Sam Graham

Thomas J. Handler

Stephen Harris

Barbara Hauser

Russ Haworth

Fredda Herz Brown

Brian Hughes

Richard Joyner