SEFOF 2019

Charlie is Managing Director at Family Office Exchange, focused on consulting, has been active for 20 years in the family office community. In the FOX Advisory Group FOX, he helps clients devise holistic strategies and tactics that support multi-generational wealth, often through a family office. Prior to FOX, Charlie was Chairman of the Management Committee at the single- and multi-family office Ashbridge LLC / Ashbridge Investment Management, LLC. He has been quoted in The Wall Street Journal, New York Times, other publications, and spoken at industry events. He received a J.D. from the Washington College of Law, M.A. from American University, and B.A. from Bates College.

Louise serves as Piedmont’s Senior Trust Officer with primary responsibilities of client service and business development. As a member of Piedmont’s senior leadership team, Louise contributes to the strategic discussions regarding the controlled growth and direction of the firm. In addition, as a licensed North Carolina attorney, Louise acts as a legal resource for company matters and all client teams.

Prior to joining Piedmont, Louise was in the private practice of law in Greensboro specializing in trusts and estates at Adams Kleemeier Hagan Hannah & Fouts (now Nexsen Pruet, LLC) and Schell Bray PLLC. She also served as Director of Advancement at Canterbury School in Greensboro.

Louise earned a B.A. with Honors in Economics and a J.D. from the University of North Carolina at Chapel Hill. She is a North Carolina Certified Specialist in Estate Planning and Probate Law and a Series 65 license holder.

Jennifer M. Eaton is a Partner and Senior Client Advisor at Ballentine Partners. In her work with families, Jennifer draws on her extensive legal knowledge and wealth planning skills to assist families to define, articulate and achieve their various planning goals. She also enjoys working directly with families on non-estate and tax planning matters and spends significant time working with next generation family members.

Prior to joining the firm, Jennifer was a Vice President and Senior Family Wealth Advisor with GenSpring Family Offices for more than nine-years where she worked with wealthy families on a range of subjects including the oversight of tax and estate planning issues, philanthropic endeavors, family governance matters, trusteeship, and coordination of the flow of information with outside professionals.

Jennifer is an active member of the Florida Bar and was an estate and tax planning practitioner and Partner at a boutique law firm in Coral Gables, FL until 2006. In her legal practice, Jennifer worked with high net worth families to identify and solve for her clients’ unique and often complex estate planning and asset transfer goals and objectives.

Jennifer earned her Juris Doctor from the University of Miami School of Law and attended the University of South Carolina where she received a B.S. in Criminal Justice. Jennifer is a founding member and the current Vice Chair of Impact the Palm Beaches, a women’s giving circle benefiting charities in Palm Beach County. Jennifer is an active member of the Palm Beach and Martin County Estate Planning Councils. Additionally, she is a member of the Elder Law, Real Property, and Probate and Trust Law sections of the Florida Bar.

Richard Johnson is a tax partner with the law firm Waller Lansden Dortch & Davis, LLP. For nearly 30 years, large family-owned and closely held businesses, high net worth individuals, family offices, and tax-exempt organizations have relied on Richard for practical tax, business, and estate and trust planning solutions. Richard formed the first private trust company under Tennessee law and has been responsible for forming or served as local counsel for more than half of Tennessee's private trust companies. He drafted new legislation updating Tennessee’s private trust company law, which greatly expanded the definition of a private trust company.

Richard was one of only two attorneys in Tennessee to receive to receive a top ranking (Band 1) in the 2017 edition of the Chambers High Net Worth guide. He is a member of the American College of Trust and Estate Counsel and serves on the Family Office Exchange's Thought Leadership Council. Richard has been recognized since 2001 by Best Lawyers in America for his experience in Tax Law and Trusts & Estates. Best Lawyers named him Nashville's Lawyer of the Year in Tax Law in 2017 and 2015, and in 2012 the publication honored Richard as Nashville Lawyer of the Year in Trusts and Estates. Richard has served as Chairman of the Tax Sections of both the Tennessee Bar Association Tax and the Nashville Bar Association. Additionally, he is a fellow of the Nashville Bar Foundation, and he is recognized as a "Mid-South Super Lawyer."

Richard earned his J.D., with honors, from the University of Tennessee College of Law in 1986 and his LL.M. in Taxation from the University of Florida in 1987. He earned a B.A., cum laude, in Accounting from the University of Mississippi in 1983. Richard is a Fellow in the American College of Trusts and Estates Counsel and the former chairman of the tax section of the Tennessee Bar Association.

Kim T. Kusilek is COO of HRK Group, Inc., a single-family office, and HRK Trust Company, a private trust company chartered for the Andersen Windows Family. HRK provides integrated financial services to fourth through sixth generation family members. Kim’s primary responsibilities are to organize and execute the Financial Services for each family member, which includes tax planning and compliance, financial reporting, investment accounting and reporting, and risk management. In addition, she acts as an advocate and trusted advisor for all her clients in their pursuit of financial prosperity.

Kim worked in the Tax Department at Andersen Windows before joining HRK in 1996. She began her career at KPMG.

Kim has a bachelor’s degree in Accounting and is a Certified Public Accountant. Kim is married with two children and in her free time enjoys hiking, kayaking, sport activities, gardening, and reading.

Spence Maners serves as CFO of Bassaidai, Inc. located at the Carlton Family Offices in Nashville, Tennessee. He has served in this position since January 2010. His prior appointments include the CFO of Fisk University (2005 - 2010) and external auditor for BDO/Crosslin Associates (2002 - 2005), both located in Nashville.

Spence, a certified public accountant earned his bachelor's degree at the University of Mississippi in 2002. He and his wife, Katie, have two daughters, 12 and 9 years of age.

David joined the family office for the Foster family in 1981 and was promoted to President in 1991. The family office was formed in 1977 when the Foster family sold their steel business and decided to continue together as a family. Today, the Foster family is comprised of eighteen households spanning second through fifth generations. David oversees the family’s investments, educational programs, generational planning, philanthropy and taxes.

David also provides consulting services to family offices through FAM Legacy Solutions. These services center around providing value to family members. Areas of focus for the consulting services includes the formation of family offices, creating governance structures and educational programs for family members.

Charitable activities include: Member of the Board of Directors of the Private Investor Coalition, Trustee of the YMCA Retirement Fund, Member of the investment committee and finance committee of the Carnegie Museums of Pittsburgh, Member of the Board of Directors of the YMCA of Greater Pittsburgh, Chair of the investment committee of the United Way of Southwestern Pennsylvania.

Bryn Mars Monahan is thrilled to pair her knowledge of business operations, and the challenges of family enterprise, in a meaningful way. As founder of Bryn Mars Consulting, she focuses on the intersection of business and family, providing structure for governance, leadership, and education, particularly as it relates to succession and the Rising Generation. Bryn is a fourth generation family member, and sits on her family's Board of Directors, as well as the board of their Family Office Consulting Company, Fam Legacy Solutions. She is a thought leader in the family office space, and has been featured as a speaker at countless organizations. She is also on the advisory board for numerous organizations, including Chair-elect for SEFOF 2020. Bryn recognizes the importance of independence as a defining feature of her lifestyle, and uses that value to drive her forward.

Steve Smitherman has over 17 years of family office experience. He is Vice President of The Family Private Trust, LLC and The Family Office, LLC where he manages client family relationships, private trust company and family office operations. His areas of focus include client/beneficiary relationships, financial reporting, technology, tax, and estate planning.

Steve’s prior speaking experience includes panel discussions for Southeastern Family Office Forum and Family Office Exchange on the topics of family office operations, trustee/beneficiary relationships and private trust company operations.

Steve is a Certified Public Accountant and earned BA degrees in Business and Marketing from Belmont University in Nashville, TN. He is a member of the Tennessee Society of CPAs and a founding member of Society of Leaders in Development (SOLID). He also volunteers with several organizations, including CPA Dads and Father’s Heart.

Gary Sorrentino is a Managing Director for J.P. Morgan Asset & Wealth Management (AWM), and is the Global Head of Client Cyber Awareness and Education.

For over 12 years, Gary was the Chief Technology Officer for AWM’s global technology infrastructure initiatives, where he managed its Data Privacy program and was responsible for Infrastructure, Application and End User Technology Production Support. In 2014, he assumed his current role as the lead for AWM’s Cybersecurity efforts. He has since developed a firm-wide “Protect the Client” Cyber program designed to raise cybersecurity awareness among employees and clients.

With almost 40 years of experience in Information Technology, Gary has served in various other IT leadership positions in firms across the financial services industry. Prior to joining J.P. Morgan in October 2005, Gary was Head of Global Infrastructure and Head of Technology Efficiencies at Citi Private Bank, where he was responsible for Global Infrastructure Support and strategic technology initiatives. Other roles he has held include Global Technology CFO at Credit Suisse and North America IT Controller at UBS.

Mr. Taylor serves as President & CEO of The Springs Company, the Family Office for the Close Family of Fort Mill, SC, whose legacy business was the textile giant, Springs Industries. The Springs Company (TSC), founded in 1967, supports 33 adult family members in G3-G5, with another 17 already in G6. Additionally, it oversees an expansive real estate portfolio, a number of wholly-owned operating companies, and a sizable passive investment portfolio. Within the real estate portfolio, the Company remains active in development of multi-family apartments, Class A office, retail and mixed-use properties.

Mr. Taylor has led The Springs Company for 27 years, coming to Springs after a 10-year career at First Union National Bank. In addition to serving on all internal boards, he serves on the boards of several privately held companies: Biltmore Farms LLC, The Beach Company, Central Realty Holdings, and previously Thomas Rutherfoord, Inc. He has served as Board Chair of both Charlotte Regional Partnership and Saint Mary’s School (Raleigh), and on the boards of Kanawha Insurance Company and Wachovia Bank of South Carolina. Mr. Taylor is a member of World President’s Organization. He is a graduate of Washington & Lee (BS in Commerce) and Wake Forest (MBA).

He resides in Charlotte with his wife, Lee. They have two grown daughters.

As Director of Family Financial and Estate Planning for the owners of Simmons Foods & Affiliates, Inc., Anne works closely with family members and their advisors to serve this multi-generational family in its various financial planning activities. Prior to her role with the Simmons family, Anne worked as an accountant in the Sonoma County wine industry. She spent her childhood in Anchorage, Alaska and attended university in northern California. She is an advocate for effective financial education and teaches personal finance to high-school students. Anne has been married to Preston for twenty-five years and they have two children, Eleri (age 17) and Elliott (age 13).

Anne is a CFP® practitioner and has a M.S. in Personal Financial Planning. She is a member of the Family

Firm Institute and the Financial Planning Association.

Shivani Trivedi is Vice President of The Trivedi Family Office and Foundation based in Pittsburgh, PA. As a second generation family member, she serves on the Board of Directors for both the family office and the family foundation.

Prior to joining her family office in 2017, Shivani lived in New York City and worked as a fashion designer. Currently, she is a Fellow at the University of Pittsburgh’s Entrepreneurial’s Fellow Program. She also serves on the Board of Directors and launched the Pittsburgh chapter of ProjectArt (a non-profit which is America’s largest free art school without owning a single building), and avidly pursues her interests in holistic health and wellness.

She holds a Bachelor of Arts in Psychology from Boston University and an Associates Degree in Fashion Design from Parsons the New School for Design.

Hunt Broyhill serves as Chief Executive of Broyhill Asset Management, LLC, a private wealth management firm.

Mr. Broyhill holds other positions within the Broyhill Family Offices. He is Chairman and President of BMC Fund, Inc., an SEC registered investment company; President of Broyhill Investments, Inc., Broyhill Timber Resources, Inc., Broyhill Family Foundation, Inc., H.B. Development, Inc. and Broyhill Realty, Inc. He is Manager and Vice President of P. B. Realty, LLC.

Additionally, Mr. Broyhill’s professional activities include General Partner of CapitalSouth Partners, LLC, and Senior Managing Partner and Director of Flagship Capital Partners, LLC. He also serves as a Director of Capitala Finance Corp.

Hunt is civically active and participates on the Caldwell Community College Foundation Board of Directors (Investment Committee Chair). He previously served on the Executive Board Piedmont Council, Boy Scouts of America, North Carolina Community Colleges Foundation (former Chairman) and Catawba Valley Community Foundation.

Hunt is politically active, and is a former member of the Economic Development Board of the State of North Carolina.

A graduate of Episcopal High School and Wake Forest University, Mr. Broyhill has successfully completed Series 7, Series 24 and Series 63 examinations to earn the designation as a Registered Representative and General Securities Principal with the Securities and Exchange Commission.

His hobbies include aviation, sailing, snow skiing, distance bike riding and scuba diving. Hunt holds private/multi-engine/instrument pilot ratings. Hunt Broyhill is married to the former LeAnne Day and lives in Hickory, North Carolina. He has two adult children, Christian and Paul Hunt, and the world’s most wonderful granddaughter, Harbour.

Amelia Renkert-Thomas is the founder of Renkert Thomas Consulting LLC, the author of Engaged Ownership: A Guide for Owners of Family Businesses (Wiley, 2015), and a Professor of the Practice of Family Business at the University of North Carolina Kenan-Flagler Business School.

Renkert Thomas Consulting LLC works with family enterprise owners on issues related to strategy, ownership, and governance. Amelia brings technical expertise, multi-disciplinary training, and extensive experience to governance design; business operations and strategy; law; and family systems and organizational development.

A tax, trusts and estates attorney by training, Amelia co-founded Withers Consulting Group LLC in 2013, and prior to opening her consulting practice, was a Partner at the international law firm Withers Bergman LLP, where she co-chaired the firm’s Family Office Group.

Amelia comes from multi-generational businesses on both sides of her family. Amelia succeeded her father and served as President of Ironrock, Inc.—a fifth-generation family-owned and managed producer of ceramic tile and thin brick located in Canton, Ohio—from 1990 to 2002. She remains closely involved with Ironrock as a director and officer. Her maternal grandfather founded Fisher-Price Toys.

Amelia lives in Rougemont, NC. She received her B.A. from Yale College, her J.D. from Harvard Law School, and her LL.M in Taxation from the Case Western Reserve University School of Law. Amelia is a member and former director of Attorneys for Family Held Enterprises (afhe).

James Roberts, after a successful career in technology sales, began coaching sales leaders to help them realize greater success, both in their personal and professional life. He helped form an organization to assist non-profit leadership teams in the areas of performance and governance and, with his leadership team, developed material that has been utilized by leadership teams worldwide. It was at that time he met the authors of the Style of Influence® (“SOI”) assessment and began utilizing it in his consulting engagements. Since 2010, James has been the CEO of iDynamx, LLC, where he has worked with companies, educational institutions and non-profit organizations, guiding them to have best conversations so they achieve maximum results.

David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell & Guymon. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for high net worth clients. David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Hawaii Tax Institute the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, the Southeastern Family Office Forum and the Million Dollar Roundtable.

He is the co-author of two books, Entrusted: Building a Legacy That Lasts and Riveted: 44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon. He also created the game Experience RivetsTM, which helps individuals, families and businesses identify their unique and shared core values to assist them with holistic wealth transfer, effective estate planning and team building. He has also written for Trusts & Estates Magazine, Estate Planning Magazine and Investments and Wealth Monitor. In 2017, YHG was recognized as an Inc. 5000 Company.

David currently serves on the Board of Directors of Holding Out HELP and Healing Nations. He lives in the Salt Lake City, Utah area with his wife Mindy and their five children, Emma, John, Samuel, Hudson and Avery. He enjoys biking, skiing, softball, writing and photography.

Kiki is a third generation owner of Tauck, Inc, her family’s 94 year old travel company, based in Wilton, Connecticut. In that role she has helped develop and oversee the company’s Board of Directors, has established multiple family and company policies related to family ownership, including Growth and Investment Policies, a Family Employment Policy, the owner’s Shareholder Agreement as well as developing a system for accountability and decision making across multiple stake holders within their family system. In addition, she and her family have built a multi-generational governance structure to effectively support the family’s growing enterprise activities.

Kiki serves as President of the Tauck Family Foundation whose mission it is to support the development of social and emotional skills of the children in Bridgeport, Ct so that they can reach their full potential in school and life. She thoroughly enjoys this work as well as volunteering her time with many other organizations in her community.

Kiki is a graduate of St Lawrence University and recently completed the Kellogg School of Management Executive Program: Governing Family Enterprises. She resides in Rochester, NY with her husband, Dan, and their five children.

Tina Lovejoy is the Director of Entrusted Planning. Tina draws from her background in writing, teaching, and opera to facilitate sessions with high capacity families and family businesses to unearth their core values through a language-centric lens. She helps clients clarify their culture and purpose, then integrate their themes into their estate planning and business succession planning. Tina also works on the training and licensing side of Entrusted Planning creating training content drawn from her ongoing client work and readying advisors and firms to integrate the Entrusted Planning process into their own business framework. She was recently a panelist at The Family Meridian Advocate Summit as well as The Journey of Successful Wealth Transfer with Purposeful Planning Institute.

Kelly Lewis, PCC, is Principal of Lewis Leadership Group, a leadership development and coaching firm committed to helping organizations and individuals uncover their power and joy. Kelly leverages her in-depth knowledge of Polarities and Paradox coupled with her fifteen years as a Fortune 500 executive to help her clients navigate the complexity, ambiguity, and rapid change inherent in leadership. Kelly’s clients by expanding their perspective and increasing their capacity for courageous action. Kelly is honored to serve on Georgetown’s Institute for Transformational Leadership faculty and as the Co-Director of the Navigating Polarities Executive Certificate. She is a contributing author to On Becoming a Leadership Coach (2008) and author of Navigating Polarities: An Introduction to Transforming Complex Tensions, due out this fall. Kelly lives in Richmond, Virginia, with her husband and two pups.

As a recognized leader and pioneer in family governance throughout the world, Tom uses his “Six Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money. He brings more than three decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both financial and human, from one generation to the next. He has run Family Governance/Legacy Meetings for more than 200 families from around the world, over ten of which are “Forbes 400” Families.

Prior to starting his private practice Tom was with Wilmington Trust, bringing his wealth management expertise as both a speaker and motivator to not only families but to Wilmington’s client facing teams, helping them integrate Family Governance into the fabric of the client relationship, from introduction to full implementation. He created unique messaging called WISE (Wealth Insights Shared Effectively) to motivate prospects, centers of influence, clients, and internal teams towards his integrated approach in managing family wealth. Previously, Tom was Managing Director of Family Wealth Services for BNY Mellon, National Director of Estate Tax Planning with State Street Global Advisors in Boston, and Director of Financial and Estate Tax Planning with Coopers and Lybrand. He holds a bachelor’s in Economics from Ithaca College.

Tom is a much sought after international speaker on the topic of family governance for wealthy individuals, family offices and entrepreneurs. Engagements include: The Young Presidents Organization, The World Presidents Organization, Harvard University Business School, Tiger 21, Babson College, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Penn State Black School of Business, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations.

Dr. Ron Braund is a family business consultant, behavioral health professional, mission leader and author. He is currently president of Family Business Transitions, facilitating family owned business leaders in generational transfer and succession planning to achieve personal & philanthropic goals. His clients include the owners of Chick-fil-A, family foundations, corporate executives and athletes. He partnered with professional golfer and U.S. Ryder Cup Captain, Paul Azinger, to implement a successful team-building strategy in America’s victory over the European Ryder Cup Team at Valhalla.

Within the global mission community, Ron has facilitated strategic planning, team building support, member care counseling and critical incident debriefing. His personal focus has been to support the needs of orphans & neglected children through direct care and transition programs. He is committed to serving collaborative networks which implement strategies for foster care programs and country specific family-based solutions.

Ron has over 30 years experience as a Marriage & Family Therapist. He hosted a daily radio program, Marriage & Family Today, in association with Moody Broadcasting.

He is the author or co-author of four books including Understanding How Others Misunderstand You; The Strong-Willed Child or Dreamer?, and Cracking The Code: The Winning Ryder Cup Strategy, Make It Work For You.

Ron and his wife, Ginger, reside in Marietta, Georgia.

Roy Jones is currently a principal at Seven Hills Strategies, LLC, an Atlanta-based strategic consulting firm. With Seven Hills, Roy will serve as a coach and advisor drawing upon his experience and business acumen developed over a decades-long career.

Most recently, Roy served Chick-fil-A, Inc. as the Executive Director of the Cathy Family Office. Roy was recruited by Dan Cathy, the Chairman and CEO, in 2014 to build a dynamic team of professionals to serve both the family’s multiple households and Chick-fil-A, Inc. Roy led the team that provided a variety of services to the Cathy family, including estate planning and administration, financial planning, income and estate tax, private foundation governance, family governance, real property and investment management, risk management, and other services. He also served as the captain of a “Dream Team” of Chick-fil-A leaders and external consultants that was charged with delivering a comprehensive plan and structure for Chick-fil-A to remain privately owned by the Cathy Family for generations to come.

Roy initially honed his family office management skills leading the Family Office of Henry F. “Hank” McCamish from November 1998 through January 2004. As part of the McCamish team, Roy served as the Chief Investment Officer, Chief Operating Officer and General Counsel of the McCamish Group. He also served as the President of McCamish Foundation. The Foundation focused on entrepreneurial investing, with all gains being given to Christian, educational, and humanitarian causes.

Roy practiced law for 14 years in a firm that he co-founded. His practice specialized in commercial real estate transactions and development, private equity, estate planning, deal structure, and financing 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.

From 2004 to 2014, Roy was a founding Director of three private equity funds. With those funds, he built on the experience he had gained as a founding member of both the Advisory and Investment Committees of Greenspring Associates, a Baltimore based PE fund that now manages more than $8.7 BBL of committed capital.

Throughout his career, Roy has served on the Boards of multiple private companies and non-profit entities. He currently serves on the SEFOF Advisory Committee; FOX Executive Council ‘04; as a Director and Investment Committee Member of Elmwood Management (the Herschend Family Office); and as a Trustee of the Eagle Ranch Foundation.

Roy is a Phi Beta Kappa graduate of Washington and Lee University. After college, he led a successful start-up in Richmond, Virginia then returned to Atlanta to attend Emory University School of Law. He was on the Law Review, graduated with distinction, and received Order of the Coif honors. 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, more than 40 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.

Mark Conklin is the founder of Wise Counsel Inc., and is committed to transforming families, leaders and organizations. In July 2018, Mark retired from his role as Director, Staff Leadership Development at Chick-fil-A Inc. where he focused on the strength and sustainability of the CFA staff leadership pipeline.

As a prolific thought leader for over two-decades, Mark helped Chick-fil-A become one of the world’s most admired and respected brands. His career with the company included work in Field Operations, Leadership Development, and Talent as the company grew from $400 million to over $10 billion in sales. In 2002, he assumed responsibility for Chick-fil-A leadership development programs and designed, developed, and delivered a range of leadership programs to create effective servant leaders who could operate successfully in a high growth, global, diverse work environment.

Prior to joining Chick-fil-A, Mark spent eight years working in higher education and also served stateside and overseas on active duty as a non-commissioned officer in the U.S. Army.

Mark is a frequent public speaker and has consulted on a range of leadership topics for families, businesses, and non-profit organizations. Most recently, he is leveraging his years working along-side the Cathy family at Chick-fil-A to help enterprising families intentionally steward their ownership, family, and business roles.

A summa cum laude graduate of Nyack College, Mark holds a Master of Divinity degree with a Marriage and Family Therapy concentration from Alliance Theological Seminary. He is also a graduate of Harvard Business School and is a doctoral candidate in Global Leadership Studies.

Mark has served on the board of trustees for Cross International, Focus on iThemba and his local church elder board. He is a Trustee Emeritus at Strong Rock Christian School and currently serves on the board of the With Open Eyes Foundation. A native of Pennsylvania, he and his wife, Joy, have been married 35 years and have two adult children, JohnMark and Sarah and a son-in-law John. Joy and Mark reside outside of Atlanta, GA.

Eric and Jennifer Garcia are the cofounders of the Relational Wealth Advisors™. They have extensive backgrounds in marriage and family education and ministry. Their passion is impacting future generations by transforming marriages and families today! They are nationally known speakers on building healthy marriages and strong families.

Since 2008, they have focused on serving high net worth and ultra-high net worth families in building multigenerational family unity. Training professionals in the Relational Wealth Process™, and Family University™ (educating NEXT GEN heirs), is in motion to create a more scalable impact.

Eric and Jennifer have been married since 1991. They have four adult children, and live in Phoenix, Arizona.

Cathy graduated with a BA in Social Work from Ohio Wesleyan University. After 38 years of marriage and raising four children, one with learning disabilities and mental health issues she has transferred her life experience into coaching individuals and families through a company called Rogerson Family Services. She holds certifications in Marriage, Life, Emotionally Focused Therapy, Solutions Focused Therapy from the American Association of Christian Counselors and she is certified in the Prepare/Enrich pre-marriage coaching system.

A year ago she teamed up with her husband Tom, at GenLeg Co., and now also works with UHNW families in the family governance space. Their mission is to come alongside families to intentionally introduce and re-introduce them to each other with tools, activities, and metrics designed to measure and build a healthy culture of interdependence for a generational legacy.

Her passion is to see individuals and families walk in health emotionally, relationally, and spiritually by facilitating, motivating and educating them in the process of deep trust and communication. You can find her on Facebook, Twitter, and LinkedIn at Rogerson Family Services.

The Blum Firm, P.C., established by Marvin Blum over 38 years ago, has law offices in Fort Worth, Dallas, Austin, and Houston and specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, tax planning, tax controversy, and charitable planning. The company has grown to be the largest group of estate planning attorneys in the State of Texas.

Mr. Blum is known for creating customized, cutting-edge estate plans, now serving hundreds of high net worth families, several with a net worth exceeding $1 billion. Mr. Blum was chosen as one of the “Nation’s Top 100 Attorneys” by New York’s Worth magazine, and was also named one of the Top 100 Super Lawyers in Texas by Thomson Reuters. He was selected by his peers for inclusion in The Best Lawyers of America – Trusts & Estates. Mr. Blum twice had the honor of asking questions to Warren Buffett at Berkshire-Hathaway Annual Meetings, attracting international media attention. He is a highly sought-after speaker, has been quoted by The Wall Street Journal and The New York Times for his expertise on the estate tax and income tax and also serves on the Editorial Advisory Committee for Trusts & Estates Magazine.

Mr. Blum is dedicated to his community and currently serves as Secretary/Treasurer and one of three Board members (along with Emmitt and Pat Smith) of the Pat & Emmitt Smith Charities, a public charity devoted to creating opportunities for underserved children. Mr. Blum is in his 39th year as Treasurer of the Fort Worth Symphony and serves as Treasurer of The Multicultural Alliance, formerly The National Conference of Christians and Jews, a service organization fighting bias, bigotry and racism. Mr. Blum serves as Treasurer for the Texas Cultural Trust Board of Directors to help raise public and legislative awareness of the importance of the arts in Texas, and is on the Board of Directors for B Sharp Youth Music Program, Inc., a program that fosters positive development of young musicians through emphasis on academic achievement. Mr. Blum is a member of the national Board of Directors of TIGER 21, and is also a member of The University of Texas School of Law’s Alumni Association Executive Committee

Mr. Blum, an attorney and Certified Public Accountant, is Board Certified in Estate Planning & Probate Law and is a Fellow of the American College of Trust and Estate Counsel. He earned his BBA (Highest Honors) in Accounting from The University of Texas in 1975, where he graduated first in his class and was named Ernst & Ernst Outstanding Student in Accounting. Mr. Blum received his law degree (High Honors) from The University of Texas School of Law in 1978, where he graduated second in his class and was named the Prentice-Hall Outstanding Student in Taxation. Mr. Blum and his wife, Laurie, reside in Fort Worth, Texas.

Chris Herschend is Vice Chairman of Herschend Enterprises, the largest family-owned entertainment company in the US. He has been elected by the shareholders to serve on the majority-independent Herschend board of directors since 1997. Chris and fourth generation cousin Austin Herschend lead Elmwood Management, a private investment & management company serving 20 family households in six states. Chris also serves on the boards of Ungerboeck Software International, E Ritter & Company, and Whitefield Academy in Atlanta. Mostly he likes to get up early and drink coffee.

Bill High is CEO of The Signatry: A Global Christian Foundation. He works with donors, ministries and financial advisors, with a focus on business owners who are looking to sell and/or transition their business to the next generation. He has been recognized as one of America’s Top 25 Philanthropy Speakers. Recent books include Charity Shock: Ten Critical Trends Revolutionizing Fundraising and a book co-authored with David Green, CEO and Founder of Hobby Lobby, called Giving It All Away…And Getting It All Back Again: The Way of Living Generously.

Wendy G. Rogers currently serves as Vice President, National Relationship Management of the Signatry, a Christian foundation that has helped families, advisors and ministries send more than $2 billion to charities across the globe. She works with donors to build their family legacy by connecting them with creative giving solutions.

Rogers is a third-generation family business owner and former corporate leader with 25 years of experience in talent development and organizational leadership, branding and market development, financial and operational stewardship, and nonprofit strategy and governance. She spent much of her career in diverse roles for Fortune 100 and Fortune 500 companies, Dow Chemical, DuPont and Chick-fil-A, Inc.

Within her own family office, Rogers currently serves as Director, Griffin Family Investments, LLC and Director, Griffin Family Foundation, where she works in partnership with strategic advisors and family in stewarding all that has been entrusted to the Rogers family in time, talents, relationships and resources.

To enhance her financial management skills, she recently completed an executive program at Northwestern Kellogg School of Management and also received a certification in Private Wealth Management at the University of Chicago Booth School of Business. She lives in Richmond, Virginia with her husband and three daughters, but her family roots are in Georgia. Wendy received her undergraduate degree in International Business from The University of Georgia.

Eric Stephenson is Director of Client Services at Align Impact and member of its investment committee, advancing the firm’s work helping investors and their advisors form and execute effective impact investing and philanthropic strategies. He was previously part of the fund investments team at Hamilton Lane and started his finance career with the global leasing group at Xerox. Eric serves as co-chair of the Cordes Foundation, member of the advisory board for Duke University's CASE i3 Initiative on Impact Investing, is a due diligence mentor at Harvard University's Initiative for Responsible Investment, and is a frequent speaker at universities and industry conferences on the topics of impact investing and social enterprise. Eric earned his BBA from Temple University, MA from University of the Pacific and is an active CAIA charterholder.

Steph Stephenson is Co-Chair of the Cordes Foundation, working to advance the Foundation’s ethical fashion and sustainable supply chain initiatives. Prior to joining the Foundation, Steph held positions at Conde Nast and luxury fashion brands Alberta Ferretti and Maiyet. She serves on the Board of Directors for Indego Africa, an innovative social enterprise that lifts artisans and their families out of poverty, and the Advisory Board for Soko, a Kenyan-based ethical fashion brand. Steph is an active member of the Milken Institute Young Leaders Circle and the Nexus Impact Investing Steering Committee and Ethical Fashion Lab.

Daniel S. Bowman is the Family Office executive for a single family office, serving four generations. The Family Office grew out of the sale of the family’s domestic lumber company, the largest privately held building material dealer in the Southeastern United States. The family’s investments include domestic and international assets in the building materials, real estate, hospitality and retail industries.

As the Family Office executive his responsibilities include family governance and support, strategic investment and wealth management, operational oversight, and professional services coordination. He serves as an advisor on all family and business boards.

Dan primarily focuses on the transfer of generational wealth through estate planning, asset allocation and private equity investments. He serves as a primary advisor for estate planning coordination between multiple professionals of the four generations. All of the family groups work with him to ensure sound due diligence in evaluation of their private equity investments. He coordinates long term planning related to asset allocation and tax planning.

Prior to joining the family he served as the Director of Finance at the University of South Florida Medical School. Mr. Bowman holds an M.B.A. in Finance and Information Systems from the University of South Florida (92) and a B.A. in Economics from Emory University (89).

Shawn brings over twenty years of experience in the financial advisory sector to Big Path Capital. Prior to co-founding Big Path Capital, Shawn founded the investment bank, Sustainable World Capital, which assisted cleantech companies in raising capital from European institutional investors. Shawn has been Co-Head and Managing Director of the international equity teams at Morgan Keegan and at Deutsche Bank.

In partnership with Michael Whelchel, Shawn has founded a number of first-of-their-kind initiatives, all of which demonstrate SmarterMoney+ TM Maximize Impact, Maximize Return. Those include the Five Fund Forum, Impact Capitalism Summit, and Impact & Sustainable Trade Missions. In 2010, Shawn also co-founded the Global Cleantech Cluster Association as a meta-cluster to create momentum and move the cleantech market by networking global clusters together.

Shawn speaks at events around the world on the topic of Impact and Sustainable Investment and partners with the US Department of Commerce in conducting Impact and Sustainable Trade Mission. Shawn received his BS in Finance from Syracuse University and is conversant in German, Spanish, and Chinese.

Katy Wilder Schaaf, PhD is a Licensed Clinical Psychologist and a 5th generation shareholder of E. Ritter & Company (ERC). ERC was founded in Arkansas in 1889; it is the parent company to two disparate businesses, Ritter Communications and Ritter Agribusiness.

Katy works in Richmond, VA as a psychologist in private practice and has been the Director of Development and Engagement, for the past five years, with ERC’s Family Council. With ERC she also participates as a Board Observer, serves on the Owner’s Committee, Next Generation Committee, and previously on the Philanthropy Committee. Together with her family, Katy has worked on difficult family business issues that include promoting family leadership, developing family governance structures, engaging and educating family shareholders who do not work in the business, and developing an ownership mindset. She works with the family council to plan and facilitate quarterly meetings, maintain documents (e.g. strategic plan, family policies, and budget), complete self-evaluations, and plan family shareholder meetings.

Katy’s work with her family has led her to publish articles with Family Business Magazine, speak locally and nationally about her work in family business, and serve on the Family Business Magazine Advisory Board. Additionally, Katy is the Director of the Virginia Commonwealth University Family Business Forum, a local forum that seeks to help family businesses in the Greater Richmond community grow and thrive. Because of her work in her own family business, Katy has deep empathy for the conflict, passion, and communication breakdown that can occur in complex, multigenerational, and multi-branch families. She enjoys the rewards and challenges that come with being in business with your family and connecting with others interested in strengthening enterprising families.

Katy holds a B.A. in Psychology and Sociology from the University of North Carolina- Chapel Hill, a M.S. in Marriage and Family Therapy from the University of Maryland, and a Ph.D. in Psychology from Virginia Commonwealth University.

Carolyn Dryfoos Greenspon successfully integrates her extensive experience working with families with her passion for teaching and mentoring the next generation to assume their roles and responsibilities as leaders of the family enterprise. Through her efforts collaborating with families, they develop ways of working together that allow for better communication and more effective decision-making. She also partners with them to create family governance structures that work for a growing group of family members that span multiple generations, often with increasingly diverse perspectives.

Prior to Relative Solutions, Carolyn had a psychotherapy practice for 18 years, working with children, adolescents, adults and families. In addition to her work as a therapist, she had a private consulting practice working with multi-generational family businesses whose family members share assets.

Separate from her professional experience, Carolyn has served as both a trustee and board member of her own family enterprise. This gives her a unique perspective on helping families navigate the complexity of sharing financial and business assets. Her belief that “if you take care of the family, you take care of the business” is at the foundation of her work in the areas of ownership systems, transitions and family governance.

Carolyn received her undergraduate degree from Duke University, and her master’s in social work from Simmons College in Boston. Additionally, she earned post-graduate certification in Substance Abuse Treatment and Child Psychotherapy. She is a member of the Family Firm Institute.

Dane, a Denver-born Colorado native, is a highly engaged fourth generation family member of a large, enterprising family, who is excited by the opportunities and challenges of generational transition in family organizations. He is passionate about developing lasting family bonds while prioritizing responsible stewardship of family assets and cultivating multi-generational leadership. He wears many hats in his family organization including family council board member, foundation trustee and investment committee member, former education committee chair and private trust company board member. Dane previously worked in real estate finance and multi-family development. He cares deeply about his community and is focused largely on natural resource conservation and youth outdoor education. He received his MBA and MS in Real Estate and Construction Management from the University of Denver and BS in Finance and Management from Tulane University in New Orleans.

Emily has held active roles on the boards of several of the Tibbetts Family businesses, which involve hospitality, real estate and lumber both in Florida and the Cayman Islands. Emily received an undergraduate degree from The Walsh School of Foreign Service at Georgetown University in 2004, a Master’s Degree from Columbia University and a Law Degree from Brooklyn Law School in 2009. After being admitted to practice in Virginia, Emily started her career in immigration law in Washington, DC. Emily and her husband currently reside in Atlanta, Georgia with their three children. She is originally from Clearwater, Florida and holds dual citizenship in the Cayman Islands where her family extends several generations. She enjoys traveling with her family, serving in her church and checking out new restaurants in and around Atlanta.

Kiki is a third generation owner of Tauck, Inc, her family’s 94 year old travel company, based in Wilton, Connecticut. In that role she has helped develop and oversee the company’s Board of Directors, has established multiple family and company policies related to family ownership, including Growth and Investment Policies, a Family Employment Policy, the owner’s Shareholder Agreement as well as developing a system for accountability and decision making across multiple stake holders within their family system. In addition, she and her family have built a multi-generational governance structure to effectively support the family’s growing enterprise activities.

Kiki serves as President of the Tauck Family Foundation whose mission it is to support the development of social and emotional skills of the children in Bridgeport, Ct so that they can reach their full potential in school and life. She thoroughly enjoys this work as well as volunteering her time with many other organizations in her community.

Kiki is a graduate of St Lawrence University and recently completed the Kellogg School of Management Executive Program: Governing Family Enterprises. She resides in Rochester, NY with her husband, Dan, and their five children.

Martin is a veteran sustainability investor with a strong track record in private equity, venture capital and project finance. He has co-founded two investment funds and held leadership positions in several growth companies. He spent nine years at Novus Energy Partners, a clean energy growth equity firm he co-founded in 2007, where he was responsible for investments in solar and energy efficiency sectors, which yielded some of the firm’s most successful exits. Martin was also a co-founder and partner of Traverse Venture Partners, a VC firm investing at the intersection of sustainability technologies and the built environment.

Previously, Martin was a senior vice president in GE’s renewable energy investment group, GE Energy Financial Services, where he led project finance investments in the solar, wind and biomass sectors. Earlier in his career, he was an investment banker with Goldman Sachs and a vice president with Stern Stewart, a management consulting firm. Martin holds an MBA from Harvard Business School and BS from University of Virginia.

D.G. Elmore is a G2 operating as a G1. His father, Dave Elmore, continues to own and build businesses. With a loan from Dave in 1989, D.G. acquired his first company. Since the first acquisition, D.G. has continued to co-found, lead, and acquire multiple businesses in various industries. His industry experience includes travel management, technology, publishing, professional development training, manufacturing, professional sports, and staffing.

The Elmore Companies serves as the family office for D.G. and the next generation of the family who are operating as a G1 by starting and acquiring their own companies. D.G.’s children currently own companies in drone technology, mining, logging, crypto hedge fund, cryptoasset market intelligence and a new made to measure womenswear brand.

D.G.’s degrees include a B.B.A. from the Cox School of Business at Southern Methodist University, an M.B.A. from the Kelly School of Business at Indiana University, and a law degree from the Maurer School of Law at Indiana University.

Gant is a principal at Elmore Companies where he is involved with deal origination, is an active member of the management team for several portfolio companies, and is involved in the management of Elmore Sports Group, the leading Minor League Baseball ownership group in the country. He is on the executive team of Turner Mining Group, Firmatek, and Bellwether Forest Products. Turner Mining Group is a contract mining company that performs a full spectrum of mining services. Firmatek uses drones and mobile lidar to provide inventory measurement and mapping services for the mining and solid waste industries. Bellwether Forest Products is a full service timber harvester in South Carolina. Gant has a background in finance and law, including both his J.D. and M.B.A, a summer working for Morgan Stanley in New York City, and a summer at private equity firm glendonTodd Capital in Dallas, TX. Prior to pursuing his J.D. and M.B.A. at Indiana University, Gant was drafted by the Milwaukee Brewers minor league system, where he played for a year. Gant received a B.A. in Economics from Yale University in 2011, and received his J.D. and M.B.A. with honors from Indiana University in 2016.

Trent is the cofounder of a cryptocurrency lending startup called Topo Finance, which automates asset management to always earn users the highest interest rate across platforms. After attending Carleton College where he earned a degree in Art History, Trent began work at an Omnicom ad agency in MInneapolis, MN. After 18 months at the agency, Trent elected to go into business with his brother, Brock, who had already built one business in the crypto space. After about 10 months of detours, dead ends, and restarts, Trent and Brock have built a promising product with significant industry buzz heading into launch at the end of Q3 2019. Trent currently lives in Brooklyn, New York, with his girlfriend and two cats, and he enjoys walking, running, and biking around the city when it doesn't smell like hot garbage.

Hillary Elmore Cage is a third-generation member of the Elmore family. She and her husband, Logan, live in Hinsdale, IL, where Logan has recently taken a leadership role in one of the legacy family businesses. Hillary has been involved in several software startups and recently started a new venture in made-to-measure womenswear. She is a graduate of Carleton College (B.A. International Relations, 2006) and Indiana University Bloomington (M.S. Human-Computer Interaction Design, 2009).

As an academic and advisor, Gaia studies educates and assists entrepreneurial families and their advisors. Her background in family enterprise started with her family’s business where she was raised as a 4th generation successor; to then develop through her studies and over twenty years of experience in working globally with enterprising families.

As Executive Director of the Cox Family Enterprise Center, she continually drives innovation in content and delivery methods by developing degree and non-degree programs for entrepreneurial families and professional advisors. Marchisio also founded the CFEC’s Family Business ClinicTM, the interdisciplinary advisory team that provides families with immediate assistance on the relationship and business struggles.

A native Italian, US Citizen, consultant, and speaker in North and Latin America, Caribbean, Asia, Europe, Noth Africa, Australia, and New Zealand, and fluent in 3 languages, Marchisio has a strong understanding of interacting with and respecting different cultures

Camille Crofton Cherry is a third generation family member of Crofton Industries in Portsmouth, VA. She has worked in multiple areas of the business including payroll, project management administration, and marketing. Camille serves on the Board of Governors for the Propeller Club of Norfolk, on the City of Portsmouth’s Ports and Industrial Commission, and is the Chair of the Future Leaders Committee for the Virginia Maritime Association. She also serves as Vice Chair of the Advisory Council to the Women’s Center at Tidewater Community College. Camille received her Bachelor’s from George Mason University and an MBA from the College of William and Mary in 2017. In June of this year, she received a Certificate in Family Business Advising from the Family Firm Institute. Camille lives in Portsmouth, VA with her husband Chad, two dogs and is expecting her first child in November.

Rory Tyer is Co-Founder and Chief Business Development Officer for GoInnovation. His passion is to empower people with the clarity and focus needed to make better decisions. He has facilitated or coached leaders from globally recognized organizations such as Toyota, World Vision International, Amazon, Catholic Relief Services, Coca-Cola, and the Center for Creative Leadership. GoInnovation's mission is to help individuals, teams, and organizations become the best versions of themselves through research-based leadership practices. He lives in Tupelo, Mississippi, with his wife Heather, their daughter Lucy Joy, and their two dogs.

Lee serves as Managing Partner of Meadowbrook Capital and is currently serving in Business Development for Wellspring Associates in Atlanta. He has also been Director of Planters Bank and Trust Company and the Mississippi Business Finance Corporation.

He is a graduate of The University of Mississippi and The University of Mississippi School of Law. He is a member of the Mississippi Bar Association.

Lee serves as Deacon of the First Presbyterian Church of Jackson. He is Chairman of the Board for National Center for Fathering and The Mississippi Charitable Foundation. He is a former Director of the Children’s Scholarship Fund of Jackson and has served as a Director of The University of Mississippi Alumni Association. He has served as Chairman of Mission Mississippi and as a Director of the Rotary Club of Jackson, The University of Mississippi Foundation and Patrick Morley Ministries and as President of The River Hills Club. He has served as state chairman of the Young Presidents’ Organization (YPO), Chairman of YPO’s Christian Fellowship Network and also served on the Board of the WPO Rebel Chapter as its Network Coordinator.

Lee resides in Jackson with his wife, Lisa. They have three children and four grandchildren.

Christine Galloway retired as President and CEO of Okabena Company in December of 2014 after 21 years of service to a multi-generational family of wealth. While serving as its chief executive, Christine was responsible for leading the development and execution of the company’s long-range strategic plan. In addition, she had oversight responsibility for the delivery of fully integrated financial, tax, investment management, and fiduciary services through the par- ent company, Okabena, and its wholly-owned subsidiaries, Okabena Investment Services, Inc. (RIA), and Boulder Bridge Trust Company (private trust company sitused in South Dakota). Chris is now active as an independent director serving private companies and non-profit organizations.