Independent Advisor to Families
Mary is an internationally recognized advisor to families navigating the complexities of substantial wealth. Her work is anchored in the facilitation of family meetings, strategic planning for owned businesses, private trust companies and family offices and the education and mentoring of family members around the world.
She is known for her deep expertise on the impact of trusts on families and her work in generational transition in family enterprises. Trained in family systems and dispute resolution, she has an excellent track record helping family members collaborate more effectively and leverage governance for improved family and business functioning.