15 Results for “family dynamics” in Team

Nancy Reid
August 2, 2023
Nancy Reid designs strategies for families to align their investments with what matters most to them. Since 2007, she has advised investors who seek coherence in their resource allocation decisions. Her advisory career began on Wall Street and has since expanded to include a specialization in values-aligned investing, with leadership roles at Canopy, EnVest, and Seattle Impact Investing Group (SIIG). Read More

Natalie M. McVeigh
May 24, 2023
Natalie McVeigh ACFBA, ACFWA, CAP, CPC, GFBAI, TEP, is an executive and entrepreneurial coach and practitioner in neuroscience, specializing in Conversational Intelligence (C-IQ). She has expertise in complex conflict resolution, with a certificate in mediation, specializing in interest-based negotiation trained at Harvard Law School’s Program on Negotiation. Natalie is a Certified Happiness Trainer and has experience in building and developing Read More

Rebecca Trobe
September 24, 2021
Rebecca Trobe, Psy.D., works at the intersection of money and meaning, family and leadership. In addition to her long tenure as an executive coach, Rebecca has spent many years within the family office, family wealth and family foundation space working with families and their advisory teams on multi-generational transitions related to wealth, generational succession, governance, stewardship and philanthropy. Rebecca employs Read More

Betsy Erickson
May 5, 2021
Betsy Erickson leads Arabella’s work with family and individual clients, supporting them to further their learning, collaboration, and philanthropic goals. During her 14 years at Arabella, Betsy has helped dozens of clients design and launch strategies and run grantmaking programs on issues ranging from conservation to experiential education. Betsy draws on her study and practical experience in systems and family Read More

Ginni Galicinao
March 22, 2019
Ginni Galicinao is a Family Dynamics Consultant for Wells Fargo Private Bank.  Ms. Galicinao plays a leadership role in developing the Family Dynamics program, and is responsible for helping high net worth clients successfully address their concerns at the intersection of the financial and non-financial issues families of wealth face. The Family Dynamics team helps families sustain their wealth across Read More

Valerie Jacobs Hapke
February 15, 2019
Valerie Jacobs Hapke is a board member of the Jacobs Family Foundation and Jacobs Center for Neighborhood Innovation. Valerie is the founder of Valerie Jacobs Consulting, dedicated to providing direct consultation support to individual philanthropists and family foundations. In addition, Valerie is a nationally-known speaker and has created a series of workshops for women of wealth and wealthy families dealing with Read More

Suzanne Hammer
February 15, 2019
Suzanne Hammer is the founder of Hammer & Associates, a global philanthropy advisory firm based in the Denver, Colorado area. Suzanne has worked with both large and small family foundations, family offices, wealth advisors, and enterprises since 2005. She has launched and managed private foundations, healthcare foundations, and corporate giving programs. She has facilitated impactful strategy, governance, and grantmaking; led processes Read More

Mary Phillips
February 15, 2019
Mary Phillips has worked with foundation trustees, families, and individual donors for over thirty-five years, and is recognized in the field for her insight and focus on critical issues, and her deft facilitation of effective group meetings. Mary leads the GMA’s consulting services and specializes in program design and assessment, governance structure, trustee orientation, planning for transitions, retreat planning and Read More

Jennifer Touchet
February 15, 2019
Jennifer Touchet is the Vice President of Personal & Family Philanthropy at the Greater Houston Community Foundation. Since 2013, she has led the Next Gen Donor Institute and Alumni Network for 25–40 year old emerging philanthropic leaders. Most recently, the foundation’s Center for Family Philanthropy began donor initiatives that include youth. She specializes in multi-generational giving, family dynamics and is Read More

Dr. Keith Whitaker
December 18, 2018
Dr. Keith Whitaker is managing director of family dynamics at Calibre, a division of Wachovia Wealth Management, and a research fellow at the Boston College Center on Wealth and Philanthropy. Read More

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