Family Firm Institute
2025
Presenter
2025 Global Conference, Boston
News + Events
Family Business UK
2025
Speaker
Family Business UK Speaker Annual Conference 2025, Manchester
Campden Wealth
2024
Forum Chair
European Family Office Forum, London
Johara Global Future’s Summit
2024
Speaker
Johara Global
2024
Speaker
Future’s Summit, Abu Dhabi
StoryKeep
2024
Every Life Has a Story Podcast
Cambridge Forums
2022 + 2024
Co-Chair
Forum on Multi-Generational Family Wealth & Leadership
Campden Education
2023 - 2026
Facilitator, Succession Planning
The Family Wealth Essential Series
The Family Firm Institute
2015 - 2025
Family Enterprise Governance Instructor
Global Education Network
Rotman Family Wealth Management Program Guest lecturer
2014 + 2015
Rotman School of Management, University of Toronto
Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask
Chapter entitled: How Can You Improve Family Communication?
Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask
Podcast: How Can You Improve Family Communication?
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