Advisory Board

Advisory Board

Thom Melcher

Advisory Board Chair
The UHNW Institute

Director of Family Wealth
Glenmede

Amy Hart-Clyne

Advisory Board Vice Chair
The UHNW Institute

Chief Knowledge Officer
Pitcairn

Stacy Allred

Managing Director
First Republic Investment Management, Inc

Jonathan Bergman

President
TAG Associates

Linda Bourn

National Director
Family Enterprise Risk Practice

Alliant Private Client

Steve Braverman

Co-CEO
Pathstone

Eddie Brown

National Managing Director
Head of Schwab Advisor Family Office

Michelle Clements

President
Synergy Partners

John Dowd

Chief Executive Officer
Fiduciary Trust International

Katherine Dunlevie

President & CEO
The Family Office at Synovus

Andrew Fay

Founder
1712 Consulting, LLC

Greg Friedman

Chairman and Managing Director
Greycourt

Sam Graham

President & CEO
Diversified Trust

Thomas J. Handler

Partner
Handler Thayer, LLP

Stephen Harris

CEO
ClearView Financial Media

Barbara Hauser

Editor-in-Chief
The International Family Offices Journal

Russ Haworth

Family Business Adviser & Podcast Host
The Family Business Partnership

Fredda Herz Brown

Founding Principal
Relative Solutions

Brian Hughes

Co-Founder
Touchpoint Growth Strategies

Richard Joyner

President
Tolleson Wealth Management

Kim Kamin

Principal & Chief Wealth Strategist
Gresham Partners LLC

Shannon Kennedy

Global President
BMO Family Office

Paul Laughlin

Managing Director
Andersen Tax

Teresa Leigh

CEO
Teresa Leigh Household Risk Management

Pamela Lucina

Chief Fiduciary Officer
Northern Trust

Edward Marshall

Global Head of Family Office
Dentons

Drew McMorrow

President & CEO
Ballentine Partners, LLC

Allison Taff Migel

Managing Director of Investor Relations
Seminal Capital Holdings, LLC (SEMCAP)

David Novick

Managing Director
Private Family Enterprise - PwC

Arden O’Connor

CEO
O'Connor Professional Group

Dennis Passis

Founder
Family Wealth Library

Milton Pedraza

CEO
The Luxury Institute

Ellen Perry

Founder
Wealthbridge Partners

John Prufeta

Chairman & General Partner
Medical Excellence Capital, LLC

Greg Rogers

Founder & Managing Partner
RayLign Advisory LLC

Laurent Roux

Partner, Willow Street Group
&
CEO, Gallatin Wealth Management

Austin Shapard

President & CEO
Fiduciary Trust Company

Jill Shipley

Managing Director and Head of Governance and Education
Tiedemann Advisors

Chris Sidford

Founder & Medical Director
Black Bag

Pat Soldano

President
The Policy and Taxation Group

Domingo Such

Firmwide Chair, Family Office Services
Perkins Coie

Dune Thorne

Head of Growth & Strategy
Brown Advisory

Daniel Trimarchi

Director of Family Business Advisory Service
KPMG

Ronald Varney

Principal
Ron Varney Fine Art Advisors

Leslie Voth

CEO
Pitcairn

John A. Warnick

Founder
Purposeful Planning Institute

Christopher Zander

President & CEO
Evercore Wealth Management, Evercore Trust Company, N.A.