Advisory Board

Advisory Board

Thom+Melcher

Thom Melcher

Advisory Board Chair
The UHNW Institute

Director of Family Wealth
Glenmede

Amy+Hart+Clyne

Amy Hart-Clyne

Advisory Board Vice Chair
The UHNW Institute

Chief Knowledge Officer
Pitcairn

Stacy+Allred

Stacy Allred

Managing Director
First Republic Investment Management, Inc

Jonathan+Bergman

Jonathan Bergman

President
TAG Associates

Linda+Bourn

Linda Bourn

National Director
Family Enterprise Risk Practice

Alliant Private Client

Steve+Braverman

Steve Braverman

Co-CEO
Pathstone

Eddie+Brown

Eddie Brown

National Managing Director
Head of Schwab Advisor Family Office

Michelle+Clements

Michelle Clements

President
Synergy Partners

John+Dowd

John Dowd

Chief Executive Officer
Fiduciary Trust International

Katherine Dunlevie

Katherine Dunlevie

President & CEO
The Family Office at Synovus

Andy+Fay

Andrew Fay

SVP Capital Markets
The RMR Group Inc.

Doug+Fritz

Doug Fritz

Founder & CEO
F2 Strategy

Sam+Graham

Sam Graham

President & CEO
Diversified Trust

Tom+Handler

Thomas J. Handler

Partner
Handler Thayer, LLP

Barbara+Hauser

Barbara Hauser

Editor-in-Chief
The International Family Offices Journal

Stephen+Harris

Stephen Harris

CEO
ClearView Financial Media

Fredda+Herz+Brown

Fredda Herz Brown

Founding Principal
Relative Solutions

HughesHeadshot6-19-19

Brian Hughes

Co-Founder
Touchpoint Growth Strategies

Russ+Haworth

Russ Haworth

Family Business Adviser & Podcast Host
The Family Business Partnership

richard_joyner-21

Richard Joyner

President
Tolleson Wealth Management

Kim+Kamin

Kim Kamin

Principal & Chief Wealth Strategist
Gresham Partners LLC

Shannon+Kennedy

Shannon Kennedy

Global President
BMO Family Office

Screen Shot 2022-06-14 at 7.43.21 AM

Paul Laughlin

Managing Director
Andersen Tax

Teresa+Leigh

Teresa Leigh

CEO
Teresa Leigh Household Risk Management

Eddie+Marshall

Edward Marshall

Global Head of Family Office
Dentons

Drew+McMorrow

Drew McMorrow

President & CEO
Ballentine Partners, LLC

David Novick

Managing Director
Private Family Enterprise - PwC

Arden+OConnor

Arden O’Connor

CEO
O'Connor Professional Group

Dennis+Passis

Dennis Passis

Founder
Family Wealth Library

Milton+Pedraza

Milton Pedraza

CEO
The Luxury Institute

Ellen+Perry

Ellen Perry

Founder
Wealthbridge Partners

John+Prufeta

John Prufeta

Chairman & General Partner
Medical Excellence Capital, LLC

Greg+Rogers

Greg Rogers

Founder & Managing Partner
RayLign Advisory LLC

Laurent+Roux

Laurent Roux

Partner, Willow Street Group
&
CEO, Gallatin Wealth Management

Austin+Shapard

Austin Shapard

President & CEO
Fiduciary Trust Company

Jill+Shiply

Jill Shipley

Managing Director and Head of Governance and Education
Tiedemann Advisors

Chris+Sidford

Chris Sidford

Founder & Medical Director
Black Bag

Domingo+Such

Domingo Such

Firmwide Chair, Family Office Services
Perkins Coie

Dune+Thorne

Dune Thorne

Head of Growth & Strategy
Brown Advisory

Daniel+Trimarchi

Daniel Trimarchi

Director of Family Business Advisory Service
KPMG

Ron+Varney

Ronald Varney

Principal
Ron Varney Fine Art Advisors

Leslie+Voth

Leslie Voth

CEO
Pitcairn

John+Warnick

John A. Warnick

Founder
Purposeful Planning Institute

Christopher+Zander

Christopher Zander

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