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
Head of Family Engagement & Governance
J.P. Morgan Wealth Management
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
John Dowd
Chairman & CEO
Fiduciary Trust International
Katherine Dunlevie
President & CEO
The Family Office at Synovus
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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
Managing Director
Tiedemann Advisors
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 Home + Family Office
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)
Liz Nesvold
Vice Chair, Emigrant Bank
&
Chair, Emigrant Partners
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
John Prufeta
Chairman & General Partner
Medical Excellence Capital, LLC
Greg Rogers
Founder & Managing Partner
RayLign Advisory LLC
Laurent Roux
Independent Director and Principal, Willow Street Group
&
Founder and 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 P. Such III
Partner and Firmwide Chair
Family Office Services Practice at 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
John A. Warnick
Founder
Purposeful Planning Institute
Christopher Zander
President & CEO
Evercore Wealth Management, Evercore Trust Company, N.A.
