Executive Director, Family Office Initiative, Chicago Booth
Executive Director, Family Office Initiative, Chicago Booth
30 years advising family enterprises, family offices, their principals and family members across North America, Europe, Asia Pacific, and Latin America
Recognized as a Family Capital Top 50 Global Family Advisor (2024) and Top 100 Global Family Influencers (2022)
Former (retired Oct 2025) Ernst & Young, LLP (EY) Co-Global Family Enterprise Leader and Americas Family Enterprise & Family Office Leader
Built the first Big4 business advisory practice exclusively for single family offices – the EY Family Office Advisory Services Practice
