Marion McCollom Hampton, PH.D.
Dr. Marion McCollom Hampton is a co-founder and Senior Partner at BanyanGlobal. She has been active in the family business field for 25 years, and has been named a Fellow in the Family Firm Institute. She is co-author of a foundational work in the family business field, Generation to Generation: Life Cycles of the Family Business (with Kelin Gersick, John Davis, and Ivan Lansberg, Harvard Business School Press, 1997).
Marion’s family business advisory practice focuses on helping families address relationship and governance issues to achieve business continuity from generation to generation. She has served clients and run educational programs for families in business in Latin America, Europe, and the Middle East, as well as in the United States.
Marion was on the Organizational Behavior faculty of Boston University’s School of Management from 1986 to 1997. She has published a number of articles on the structure and dynamics of family owned business, in addition to cases, scholarly articles on organizational culture, and two books dealing with organizational issues. She has also taught in university executive leadership programs at Dartmouth’s Tuck School and the Wharton School, as well as in private corporate programs for Carrier, General Electric, Caterpillar, Grant Thornton LLP, and JP Morgan Chase Private Bank.
She received an AB magna cum laude from Harvard University, an MPPM (masters of management) from the Yale School of Management, and a Ph.D. in organizational behavior, with Distinction, from Yale University. She is a member of the Kaw/Kanza tribe of Oklahoma and lives with her daughter in Belmont, Massachusetts.
As Executive Director of the Cathy Family Office, Roy’s primary responsibilities include overseeing the family office team, advising Cathy Family members on investing and giving options and helping mentor Gen 3. Roy also serves as a family and company ambassador in a variety of initiatives inside and outside Chick-fil-A.
Roy has served as Managing Director of three private equity funds and on the Boards of multiple private companies and non-profit entities. He currently serves as a trustee of the Eagle Ranch Foundation.
From November 1998 through January 2004 Roy was responsible for the Family Office of Henry F. “Hank” McCamish, where he served as the Chief Investment Officer, Chief Operating Officer and General Counsel of the McCamish Group, L.P., in Atlanta, GA. He also served as the President of McCamish Foundation. The focus was on entrepreneurial investing with all gains being given to Christian, educational and humanitarian causes. Hank empowered Roy to serve on many early stage ministry boards to help secure the best business practices were brought to the ministry field to help aid their long-term success, with God’s blessing, of course.
Roy practiced law for 14 years in a law firm that he co-founded. His practice was focused on commercial real estate transactions and development, private equity, estate planning, deal structure and finance of complex transactions. For the last several years of his legal career, Roy functioned as primary advisor to several extraordinary families and gained intimate exposure to the inner workings of private companies, successful families, investment strategies and intergenerational planning.
Roy is a Phi Beta Kappa graduate of Washington and Lee University. After several years in business where he led a successful start-up, Roy graduated from Emory University School of Law, with distinction, was awarded Order of the Coif honors and was on the Law Review. In 2000, Roy was admitted to practice before The Supreme Court of the United States of America.
A native Atlantan, Roy married his best friend and college sweetheart, Carter, 41 years ago. They have two grown sons and worship at The Church of the Apostles. Roy leads a weekly mentoring group/bible study with millennial men and also enjoys hiking, shotguns, and cooking on his Big Green Egg.
Ricky B. Novak
Ricky B. Novak serves as a Co-Managing Partner of the Strategic Group of Companies (Strategic Group), an Atlanta-based firm built on a platform of delivering tax efficiency through business solutions and private equity capital. As such, Mr. Novak leads Strategic 1031 Exchange Advisors (SEA). SEA is a boutique advisory and qualified intermediary firm specializing in the structuring and facilitation of Section 1031 taxdeferred like-kind exchanges for real estate, including reverse, construction, non-safe harbor, and international exchanges for many sophisticated real estate investors and developers.
Further, Mr. Novak leads Strategic Group affiliate Strategic Capital Partners (SCP), a boutique investment bank focused on federal and state tax mitigation strategies. Mr. Novak's expertise includes structuring Opportunity Zone investments, conservation easements, historic preservation, low-income housing and entertainment tax credit transactions.
Mr. Novak is also active with Strategic Group affiliate, SageStone Partners, which provides a platform for real estate private equity investment with other family offices. Mr. Novak serves on the investment committees for all families of funds managed by the Strategic Group including, the Strategic Real Estate Opportunity Fund, the Strategic Investment Fund, and the Strategic Opportunity Zone Fund.
Mr. Novak is also a registered representative and General Securities Principal of Bridge Capital Associates, Inc, a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).
Mr. Novak has spoken nationally on various real estate topics, and has served as a guest lecturer at Emory University School of Law. His writings have been published in a varying array of periodicals, including Commercial Investment Real Estate (the magazine of the CCIM Institute), Shopping Center Business, and the Scotsman Guide.
Mr. Novak was honored by his legal peers by his selection as a Georgia SuperLawyer® Rising Star, an honor bestowed upon only the top 2.5% of attorney’s under 40 years old. His peers have also selected him as one of Georgia Trend Magazine’s Legal Elite. Additionally, Mr. Novak was the recipient of both the Atlanta Bar Association’s Distinguished Service Award and the Atlanta Bar Association Real Estate Section’s Member of Distinction Award.
Mr. Novak obtained his undergraduate degree from the Georgia Institute of Technology, graduating magna cum laude, majoring in International Affairs with Certificates in International Business Management and Spanish. He is credited with studying at both the European Union and NATO in Brussels, Belgium. Mr. Novak received his Juris Doctorate from Emory University’s School of Law, with a concentration in tax, real estate, and international law. He also attended the Jagiellonian University School of Law in Krakow, Poland, concentrating in Eastern and Central European business law.
At the beginning of his career, Mr. Novak joined Arthur Andersen’s Global Tax practice, where he assisted clients with global tax strategies, corporate restructurings, and mergers & acquisitions. He later joined Deloitte & Touche’s Atlanta Real Estate Tax practice, where he furthered his tax expertise by structuring complex real estate transactions for major national and international real estate investors, REITs, and companies.
Mr. Novak lives in the metro Atlanta area with his wife, Lisa, and their son. He is an active member of the State Bar of Georgia, the Buckhead Club and the Robb Report Club. Mr. Novak has served on the Board of Directors for the Atlanta Bar Association and is a past President of both the Atlanta Bar Association’s Real Estate Section Board and the Real Estate Group of Atlanta’s Board of Directors. He and his family continue to be active philanthropists through their private family foundation.
Beth Rahn is a Vice President and Head of Family Capital at McNally Capital. Beth manages the firm’s network of over 800 family offices, with a focus on harnessing the financial, intellectual and human capital of the family office ecosystem to support McNally’s Direct Investing and Merchant Banking efforts.
Prior to joining McNally Capital, Beth worked at Sterling Partners, a small and middle market private equity firm, in an investor relations role. While there, Beth managed relationships with institutional investors and family offices and executed fundraises for a $250 million small market and $1 billion mid market fund.
Beth received an MBA from the Kellogg School of Management, as well as a BS in Finance and a BS in Business Administration with a concentration in Marketing (with highest honors) from the University of Illinois.
Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. FOX’s support includes networking opportunities, knowledge, advice and education on key topics such as managing wealth, family governance, legacy, succession and best practices for running family offices.
Alexandre oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries—both in the US and internationally.
He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe. Earlier Alexandre ran Skyjet, Bombardier Aerospace’s private jet charter business, transforming the business from an emerging player to a leading private jet travel provider.
Previously, Alexandre spent 10 years as a management consultant serving some of the most widely recognized firms in the U.S. and Europe on issues ranging from strategy to operational and organizational effectiveness. He started his career in finance with Societe Generale.
Alexandre is a graduate of ESCP Europe, one of Europe’s leading business schools. He has been a member of Young Presidents’ Organization since 2005.
Nikola R. Djuric
Nick Djuric joined Bowden Spratt after practicing trusts and estates law for 21 years at Eversheds Sutherland (formerly Sutherland Asbill & Brennan). Nick practices primarily in estate, gift, and generation-skipping transfer tax; wills, trusts, and administration of estates; tax controversies; ﬁduciary litigation; and private foundations. In particular, he works closely with private family oﬃces and their professional advisors on multigenerational estate planning. As chair of the Legislation Committee and the Trust Code Revision Committee of the State Bar of Georgia Fiduciary Law Section, Nick has been active for many years in the reform of Georgia's law of trusts and estates. Before he began practicing law, Nick was a law clerk for Chief Judge Gerald Bard Tjoﬂat of the U.S. Court of Appeals for the Eleventh Circuit.
Since 2009, Gailen has been a Partner and shareholder of Albourne Partners, Ltd., and was until November 2016 based in the firm’s London headquarters. Currently, Gailen is based in Minneapolis, and is Albourne’s ESG Analyst, evaluating and rating hedge, private equity, real assets and real estate funds to determine their ability to accomplish stated ESG objectives in their portfolios. Her 30+ year career as an investor includes working variously as a trader, equity analyst, portfolio manager, and most recently before joining Albourne, as CIO for the Family Office of owners of Cargill, Inc., responsible for a multi-billion dollar globally diversified portfolio. Gailen has served on the Advisory Boards of 11 private equity funds, and has served as a non-executive director for a NYSE-traded financial services company. Currently, Gailen is a Trustee, non-executive Director, and member of the Investment Advisory Committee for a large Denver-based family office. In her spare time, Gailen enjoys reading and walking with her fox terrier.
Kerryn Seward stumbled into the family office world from his family’s safari business in Zimbabwe, Africa. A chief component of his role consists of advising a multi-generational family on communication, governance, and the stewardship of their assets. He has been particularly instrumental in helping establish their various governing boards and committees. His aspiration is to assist his clients, who are several generations removed from the founders, overcome the challenges of inherited wealth and establish their “eco-legacy” through new perspectives and courageous decision-making. Kerryn has found that the leap from dodging hyenas and chasing rabbits in the Zimbabwean savannah, to serving as quarterback for a multi-gen group is not as vast as you might first imagine!