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Fredda Herz Brown, PhD
Fran Lotery , PhD*
Carolyn D. Greenspon , MSW
Kathryn Dreghorn Linden , MSW
Rebecca A. Meyer, MBA
Mark B. Rubin , CPA
Julie Shafer, MA, MFCC
Ilene Weingarten , MA
Karen Pursley
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Services for Families
Family Governance & Board Development
Human Capital; Leadership Development
Family Strategic Planning and Execution
Transition Planning
Family Philanthropy
Wealth and Family Dynamics
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Family Wealth Sustainability
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