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Henry Foley
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Henry Foley

Senior Partner

Henry has worked with family business enterprises in North America, Latin America, the EU, the Middle East, the Indian subcontinent, and Southeast Asia for more than 30 years. He has helped numerous client families to clarify their mission and vision statements and to more clearly define family, ownership, and business strategies. In addition, he has assisted client companies in designing and implementing highly effective leadership succession and transition processes.

He has extensive consulting experience with major family-owned and -controlled domestic and international service and industrial companies. He has assisted clients with corporate, shareholder, family governance, leadership, ownership, succession and transition issues, as well as business strategy development and implementation. He has deep expertise in conflict resolution and works closely with families to optimize their personal and work relationships.

Before Co-Founding Generation Transition Advisors, Henry was a founding partner of BanyanGlobal family business advisors. He currently serves as Partner Emeritus and special advisor to Banyan. Henry was President and CEO of Gray Judson Howard, a business strategy consulting firm, for 21 years. He has also taught at Harvard and at MIT. More recently, he has been the Lead Family Facilitator in Harvard Business School’s Families in Business: From Generation to Generation executive education program, which examines pivotal issues facing family businesses.

Henry’s first article, “Organizational Passages: The Seven Predictable Management Crises of Growing Companies—and How Successful Companies Solve Them,” was published in 1984. He also was a contributor to Rosabeth Moss Kanter’s book, The Change Masters. In 2012, Harvard Business Review published his article, “Avoid The Traps That Can Destroy Family Businesses,” co-authored with Generation Transition Advisors Senior Partner George Stalk.

Henry earned a BA cum laude in Fine Arts/History of Art and a Master’s in Administration, Planning, and Counseling & Consulting Psychology.

Frank H. Foster
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Frank H. Foster

Executive Chairman

Frank H. Foster is the Executive Chairman for GTA. He provides advisory support on family governance and the development of the next generation. Frank leads the financial interests of the Hixon Family, a sixth-generation family business, serving as the Chairman of Hixon Properties from 2013-2022 and currently as Chairman Emeritus and the Managing General Partner of the Gideon Hixon Fund (venture capital). He also acts as a Managing Director of DFJ Frontier, a Draper Fisher Jurvetson-affiliated venture capital fund, and an advisory partner to Touchdown Ventures, the leading manager of corporate venture capital programs.

In addition to his responsibilities for the Hixon family. Frank currently serves a director of 5 companies as well as a special advisor to the board of Prolacta Bioscience where he had been Chairman and CEO. Recently, he founded and led the development of the Legacy Center at the Pepperdine Graziadio Business School which will offer an accredited master’s degree program for the development and training of next generation members of family enterprises. He is also a trustee and former Chairman of the Board of Trustees of the Cancer Foundation of Santa Barbara where he led the campaign to build the Ridley Tree Cancer Center.

Frank received his MBA from The Harvard Business School and a BA cum laude from Harvard University. He has taught classes in entrepreneurship and family business at Stanford GSB, UCSB, Cal Poly, and Portland State University.

Samuel Bruehl
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Samuel Bruehl

Partner

Sam Bruehl has been an advisor to family-owned enterprises across North America, the Middle East, and Southeast Asia for the past fifteen years. He specializes in developing strategies that enable successful ownership and leadership transitions. Sam has developed an expertise centered on owner and corporate governance, development of family and owner policies, and next-generation development. Sam also coaches emerging leaders to support their career development and executive coaching for family entrepreneurs looking to launch new ventures. 

Sam has served as a facilitator for the Harvard Families in Business Program and has conducted speaking engagements at the Harvard, MIT Sloan, and Babson College Family Business Clubs. Sam co-authored Chapter 20 “Upping Your Family’s Entrepreneurial Game” in the book Family Entrepreneurship whose organizing authors were Professors Matthew Allen and William Gartner. 

Sam’s interest in family business began in high school while working at his uncle’s German automotive parts manufacturing company in Bloomfield Hills, Michigan. He witnessed firsthand the complexities of family business succession and leadership dynamics.

Prior to co-founding GTA, Sam was a Principal at BanyanGlobal family business advisors, where he remains a Senior Expert Affiliate.

He holds a BA in Government International Relations (cum laude) and an MBA with Honors in Organizational Behavior and Management, both from Clark University.

Hilla Talati
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Hilla Talati

Partner

Hilla Talati is a seasoned professional bringing 20+ years of experience in the family governance and talent arenas.

Hilla started her career at McKinsey & Company, working across the US and Middle East Offices. As a member of McKinsey’s Family Business Practice, Hilla advised groups across the GCC on portfolio strategy as well as corporate and family governance matters.

Subsequently, Hilla worked in-house with a leading Middle Eastern family-owned group over a six-year period, working closely with 1st and 2nd generation family members to shape and drive execution of their agenda as owners. During this period she also did a stint leading the people function for the group as the CHRO, with a focus on talent and leadership.

Hilla continues to work with families in the Middle East on governance and talent-related matters as a Partner with GTA. In her work, Hilla is passionate about working with families: establishing structures and processes for effective debate and decision making, building alignment, and ensuring a strong focus on execution.

Hilla holds a Bachelor’s degree in Economics and Mathematics from Dartmouth College and an MBA and an MPA from Harvard University. She lives in Dubai with her husband, two sons and dog.

Regina Jacinto-Barrientos
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Regina Jacinto-Barrientos

Partner

Regina Jacinto-Barrientos is the Chief Executive Officer and Co-Founder of PJS Law. She has more than thirty years of legal experience and has advised business-owning families, founders, family branches and ultra-high-net-worth individuals on succession, trusts, estate and wealth structuring, governance, ownership transition and multigenerational continuity.

Her transition into private wealth was driven by client need. Throughout her corporate and commercial practice, clients increasingly recognised that she could see beyond the immediate legal issue and understand the integrated complexity of family relationships, ownership, governance and business strategy. They turned to her for guidance on the difficult questions that sit behind formal structures: who should own, who should lead, how authority should pass, how branches should be treated, how conflict should be addressed and how a founder’s legacy can be preserved without paralysing the next generation.

In response, Regina progressively developed a specialised practice focused on the legal, fiduciary, governance and interpersonal dimensions of generational transition. Her work frequently extends beyond traditional legal advice. She facilitates difficult family conversations, coordinates multidisciplinary advisers, develops governance systems, anticipates areas of conflict and helps families translate long-term intentions into structures and protocols that can operate in practice.

Today, Regina acts as a trusted adviser to prominent business-owning families in the Philippines. Her mandates include domestic and cross-border trust structuring, succession planning, family constitutions, protector and fiduciary governance, ownership transition, branch governance, next-generation preparation, healthcare and incapacity planning, family dispute resolution and long-term stewardship of family enterprises and private wealth.

Regina also serves as a Partner of Generation Transition Advisors, an international multidisciplinary advisory firm devoted to family enterprises and generational transition. She works with trustees, private client lawyers, tax advisers, fiduciaries, private bankers, accountants, investment professionals and family business specialists across Asia, Europe, the United Kingdom, the Middle East and North America to produce coordinated solutions for globally connected families.

In October 2025, Regina was appointed Honorary Consul of Malta to the Philippines. In this capacity, she reports to H.E. John Busuttil, Ambassador of Malta in Beijing, and serves as a member of the Diplomatic Corps of the Philippines. She attended the Maltese Diplomatic Convention in Malta in February 2026, further strengthening her international perspective, public-service experience and engagement with cross-border governmental and diplomatic institutions.

Professional proposition

Regina’s role extends beyond traditional legal counsel. She advises families at the intersection of ownership, governance, succession, wealth and family dynamics, translating complex and sometimes competing family objectives into coherent legal and governance structures designed to endure across generations.

Melinda Rogers-Hixon
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Melinda Rogers-Hixon

Partner

Melinda is a seasoned business entrepreneur who has stewarded emerging and early-stage enterprises through various touchpoints of the growth cycle. As a second-generation stakeholder in Rogers Communications Inc., the business co-founded by her father, Ted Rogers and his wife Loretta, Melinda also has invaluable and real-time insight into the complex nature of leading founder-led organizations through the transition to CEO led businesses.

Melinda joined Rogers in 2000 and is currently the Deputy Chair of the Board of the public company and Vice-Chair of the family’s private control trust. In 2011, she founded Rogers Venture Partners and went on to Chair the Board of Texture by Next Issue Media which was acquired by Apple in 2018.

As a partner of GTA, Melinda assists companies as they navigate innovation, inclusion, and culture in the transition of leadership from one generation to the next. She speaks to audiences regularly on developing pathways to intergenerational success while focusing on governance and oversight.

Melinda also serves as a Director of Maple Leaf Sports and Entertainment, Bombardier, Rogers Bank, Huron University College, and is Chair of The Jays Care Foundation. She holds a BA from The University of Western Ontario, and an MBA from The Rotman School of Management at the University of Toronto and lives with her husband and four children in Toronto, Canada.

Robert Davies
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Rob Davies

Affiliate Partner

Robert has worked as an advisor to the owners of family businesses and their investment offices since 2013, following 35 years of professional experience.
Before advising owners, Robert was a Senior Partner at The Boston Consulting Group where he worked for 25 years. During that time, he specialized in topics related to shareholder value creation, and portfolio and business strategies and diversification. He was also responsible for developing BCG’s approach to organizational culture, and founded BCG’s Brazil operations, building a 100-person office over the span of eight years.
Robert is passionate about helping families work out what they want and is then persistent in guiding them to make change happen.

Oscar Paez
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Oscar Paez

Affiliate Partner

Oscar Páez is a an internationally recognized family enterprise advisor, board member, and speaker who helps business families navigate governance, succession, family offices, conflict management, and generational transitions.

Oscar has advised family businesses, family offices, and enterprising families around the world on governance, ownership, continuity, leadership development, and family dynamics.

He currently serves as Head of Family Enterprise at Saaga Family Wealth and as an Affiliate Partner with Generational Transitions Advisors. At GTA Oscar supports families throughout the Southeastern United States, the Hispanic U.S. market, and Latin America.

Previously, Oscar advised clients through The Family Business Consulting Group (FBCG), the world’s largest family business consulting firm, and Continuity Family Business Consulting. Earlier in his career, he served as Country Head and legal representative of UBS in Colombia and held senior positions with UBS, Credit Suisse, Morgan Stanley, and Merrill Lynch. He also served as CEO of Productos Alimenticios El Galpón, a multi-generational family-owned manufacturing company.

Oscar holds degrees from the University of Miami and completed executive education in negotiation, mediation, and conflict management through Harvard Law School’s Program on Negotiation. He serves on the Board of Directors of Family Business Network USA and several corporate and nonprofit boards.

A member of a second-generation family business and a blended family, Oscar brings both professional expertise and personal experience to helping families preserve what matters most: relationships, values, wealth, and enterprises that endure across generations.

Henri-Lee Stalk
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Henri-Lee Stalk

Senior Advisor

Henri-Lee Stalk brings a unique perspective, being both a licensed psychologist (NY, NJ) and licensed attorney (NY). She works with client families to navigate the complex dynamics inherent in family businesses, aligning the short-term and long-term goals, clarifying personal and professional roles, and defining shared values that sustain across generations.

Drawing on her experience in cognitive behavioral therapy for over a decade, Henri-Lee helps families strengthen communication around challenging topics, including succession planning, setting boundaries, managing relationships, and discussing financial matters. Her clinical work focuses on helping individuals manage anxiety, depression, and trauma through emotional mastery and effective self-management strategies.

Henri-Lee’s business acumen stems from her experience at Boston Consulting Group (BCG) and other boutique consulting firms, where she advised U.S. and international companies on strategy, operations, restructuring, and executive engagement.

Henri-Lee holds a Scottish Master’s Honours Degree in English and Scottish Literature from the University of Edinburgh and a Post-Baccalaureate in Psychology from Columbia University. She went on to earn a Master’s and PhD in Clinical Psychology, as well as a Juris Doctor in Law, from the University of Hawai‘i at Mānoa.

This multidisciplinary foundation enables Henri-Lee to navigate both family dynamics and business structures, giving her a unique perspective for guiding families through complex transitions.

Sharon Dorsett, PhD
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Sharon Dorsett, PhD

Senior Advisor

Sharon is an Organizational Psychologist with over 15 years of experience as a consultant and professor in the areas of leadership and organization development. The focus of her work includes executive coaching, team and group development, and organization-wide assessment and problem solving with corporate, non-profit, and family-owned businesses.

Using a systems approach Sharon works within the organizational layers, challenging individuals to identify barriers and increase leadership capabilities. She facilitates group problem solving and commitment to higher performance, and applies research expertise to help leaders identify and evaluate systemic issues in order to implement change.

As an executive coach, Sharon’s goal is to collaborate as a trusted advisor with the key players in the family enterprise to advance learning and growth. She respects the intelligence of the employee and believes that if open to receiving feedback, an individual has the ability to find direction and answers. Sharon is skilled at helping clients depersonalize difficult feedback and process what they hear (and don’t hear) so they may find the most productive way to plan future development in alignment with company strategy.

Sharon’s client work spans a broad range of companies such as Habitat for Humanity, Legg Mason, Maine Women’s Fund, Comcast, Stored Values Solution, MetLife, BroadReach Healthcare, Highlights, Guideposts and in the UK: Brent Government, East Sussex Education Counsel, and St. Barnabas House.

Sharon earned her masters and doctorate in Organizational Psychology from Columbia University and her B.A. from Kenyon College. She is a certified Executive Coach through the Tavistock Consultancy at the renowned Tavistock Centre in London where she also trained in Process Consultation.

Sharon is a Board Certified Coach through the Center for Credentialing and Education. She is certified in the Myers-Briggs as well as in Retirement Coaching through Retirement Options. She is involved with the Institute for Family-Owned Business in Maine, and presented at their Family Business Exit Strategy Conference on the topic of “The Emotional Side of Letting Go of the Family Business.” Sharon was the recipient of the Business and Families Foundation scholarship in support of Women in Family Business and holds a certificate in Family Business Advising from the Family Firm Institute in Boston.

George Stalk, Jr.
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George Stalk, Jr.

Senior Advisor

George Stalk’s practice centers on building lasting competitive advantages for family enterprises. A former Senior Partner at Boston Consulting Group (BCG), he has advised leading family and non-family businesses across the Americas, Europe, and Asia. Widely recognized as one of the world’s top strategy consultants, Mr. Stalk has shaped modern thinking on time-based competition and business strategy.

He co-authored the bestsellers Competing Against Time and Kaisha: The Japanese Corporation. Articles by Mr. Stalk have been published by several business publications, including Harvard Business Review, where one of his articles won the ‘McKinsey Award’ and others which are required readings in top business schools worldwide. Business Week named him among the new generation of management gurus, and Consulting Magazine listed him among the top 10 consultants.

His 2004 book Hardball: Are You Playing to Play or Playing to Win? sparked debate for its bold stance on competitive strategy. His most recent book, Memos to the CEO: Strategies in Our Future (2008), was published by Harvard Business School Press.

Mr. Stalk holds a BS in Engineering Mechanics from the University of Michigan, an MS in Aeronautics and Astronautics from MIT, and an MBA from Harvard Business School. He was named a Fellow of the Strategic Management Society in 2008.

Jim Tull
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Jim Tull

Senior Advisor

Jim Tull is a Senior Advisor for GTA and a Partner with CMP Partners, based in Boston. Jim is also an adjunct professor at the D’Amore-McKim School of Business at Northeastern University where he teaches negotiations. Jim is a globally recognized leader in the fields of negotiation, communication and conflict management. Mr. Tull has advised and trained top-level executives, government officials in over 80 countries. Most recently, he has expanded his practice to family-owned enterprises, where he works with family ownership groups to help them build alignment on their collective interests and priorities and make major ownership decisions.

In his private sector practice, Jim has over 25 years of professional experience designing and delivering highly tailored workshops for his clients. Mr. Tull partners with enterprise owning families specifically to provide coaching on communication and having difficult conversations and to support with meeting design and facilitation. He supports ownership groups in coming together for high stakes meetings where they need to build alignment on moving forward with critical decisions. Jim uses his training and experience as a negotiator to support family communication, effective consensus building, and when necessary to serve as a mediator for dispute resolution.

In his public sector practice, he has provided leadership level support on national conflicts in Bolivia, Colombia, Guyana, Nicaragua, Paraguay and Venezuela. In addition, Mr. Tull has advised and developed trainings for a wide range of public sector groups, such as OXFAM, Mercy Corps International, Indonesia’s Ministry of Trade, El Salvador’s Ministry of Education, and many of Canada’s First Nations Communities. Mr. Tull has developed lasting relationships with many branches of the United Nations, working extensively with the WHO, WFP, FAO, IFAD, UNDP, UN-OCHA and UNICEF in their offices throughout the world.

Mr. Tull is currently a member of the Adjunct Faculty for the Questrom School of Business at Boston University. Other recent academic teaching experience includes Harvard Law School, Harvard Kennedy School, Kenyon College, University of Texas at Austin and Skolkovo MBA in Moscow.

Mr. Tull worked closely with Professor Roger Fisher, author of the seminal work Getting to YES, at the Conflict Management Group for nearly a decade. Prior to that, Mr. Tull spent five years living in Central and South America as an International Partner with Habitat for Humanity working in indigenous villages. His interest in negotiation theory was made very personal in Nicaragua when he was held hostage by Recompa guerrillas and negotiated his own release and that of his colleagues.

Mr. Tull lives in Carlise Massachusetts with his wife. He received his Master of Public Administration from the Kennedy School of Government at Harvard University and graduated cum laude with a B.A. from Kenyon College.

Dilip Massand
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Dilip Massand

Senior Advisor

Dilip Massand is a Senior Advisor to Generation Transition Advisors. Dilip’s understanding of families and the management of their assets and enterprises spans multiple arenas.

Dilip is the co-founder and Chief Executive Officer of Phoenix Advisors, an Abu Dhabi Global Markets based Single Family Office firm focused on alternative investments in Emerging Markets and Receivable Financing in the United States. Phoenix also advises US, European, and Indian companies and investors on entering the GCC Markets, and GCC entities on accessing the US and Indian markets.

A lawyer by training, Dilip is also Of Counsel to MSF Law, a US Law Firm, where he works closely with The Trusts and Estates, Real Estate, and Disputes practices to assist Families in preserving their wealth, businesses, and US investments through generational transfer and to manage and resolve US linked disputes for International Clients.

Dilip also has a more personal understanding of family businesses. After graduating from Law School, he started his career as the General counsel of his Family’s Civil Engineering and Construction Management firms, subsequently leading the Group’s global expansion from the United States to the Middle East and India, and diversifying the Family’s interests into Media and Consulting services. Eventually, Dilip led the restructuring of the businesses, winding down overseas operations, closing and selling specific assets in the US, and then ultimately branching out on his own.

Mr. Massand’s life and career have spanned the Indian subcontinent, the Middle East, and the US since he was 6 months old. Moving from Mumbai to New York as an infant, he was raised in the United States, but spent every Summer in India until he was 15.

He holds a Juris Doctor in Comparative Constitutional Law from New York Law School, and a Bachelor of Science in Economics from Boston University. He is a member of the New York State Bar Association, ABANA (formerly the Arab Bankers Association of North America), and a Charter Member of TiE Dubai (The Indus Entrepreneurs). Mr. Massand serves on the Advisory Boards of New York Law School’s Alternative Dispute Resolution Committee and Education for Employment – a non-profit focused on creating jobs for Arab Youth. He is also a Senior Advisor to Alvarez & Marsal’s Sovereign Wealth and Infrastructure Practice groups. He currently divides his time between New York City and Dubai.

Darren Good
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Darren Good

Senior Adviser

Darren Good is a Professor of Applied Behavioral Science at Pepperdine University’s Graziadio Business School, where he teaches executive-level Organization Development and MBA students in leader development, organizational behavior, and group dynamics. Widely regarded as one of the world’s leading scholars on mindfulness in the workplace, his research explores its nature, integration and impact on workplace performance, wellbeing and relationships. Darren’s work has appeared in top-tier journals, including the Journal of Management, Journal of Applied Psychology, and Harvard Business Review, earning him prestigious honors such as the Western Academy of Management’s Ascendant Scholar Award and the Journal of Management’s Scholarly Impact Award, given to the paper that has most impacted the field. He has also received his institution’s highest award for teaching excellence as well as being name the school’s most outstanding faculty in 2025.

Complementing his academic career, Darren delivers specialized workshops, executive education programs and keynote talks to leaders. Drawing on his training in organization development and psychology, he helps client systems develop greater awareness to enact more sustainable and productive change. His practical expertise directly informs his role in designing Pepperdine’s new Master of Science in Family Enterprise (MSFE) program, intending to launch its first cohort in Fall 2027. Developed in collaboration with GTA Executive Chairman, Frank Foster, the program supports next-generation family members in their personal and professional growth, preparing them to navigate their unique stakeholder responsibilities and preserve their family’s legacy.

Darren lives in Southern California with his wife and three children. He received his PhD in Organizational Behavior from the Weatherhead School of Management at Case Western Reserve University.

Robert Lee
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Robert Lee

Senior Adviser

Robert Lee is an Associate Professor of Accounting at Pepperdine University’s Graziadio Business School. He holds a Ph.D. from Drexel University, a Master’s in Accountancy and Consultancy degree from Villanova University, and a Bachelor of Arts degree in Economics and Mathematics from the University of Michigan.

He is an award-winning teacher who has received five teaching awards across various institutions, including the highest honor for teaching excellence at Pepperdine. He has taught in various graduate programs, such as executive education, MBA, MS in Applied Finance, MS in Global Business, MS in Real Estate, and online programs at Pepperdine University.

As a Certified Public Accountant (CPA) and Certified Management Accountant (CMA), he provides consulting services to companies throughout the Los Angeles area. He also serves on the boards of several nonprofit organizations. Before joining Pepperdine, he worked as a senior auditor at a Big Four public accounting firm.

He is also an active researcher in the accounting and finance fields. His work has been published in leading business journals and presented at international academic conferences. He has published in several accounting journals, including Journal of Business Ethics, Advances in Taxation, Managerial Auditing Journal, and Strategic Finance, among others.

Robert lives in Southern California with his wife and two children. He grew up in the Northeast and is an avid fan of the Eagles and Phillies.

Henry Brandts-Giesen
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Henry Brandts-Giesen

Senior Advisor

Henry is a private wealth attorney and family business advisor. He specializes in advising family offices, multi-family offices and trust companies and family businesses.

Henry’s areas of focus include private wealth planning, family office design and governance, family business succession, trust law, fiduciary risk management, and dispute resolution related to family and private wealth. He also specializes in residency by investment, foreign direct investment, cross-border wealth structuring, transitional residency tax planning, private funds, strategic philanthropy, captive insurance, global tax reporting and compliance, and financial regulation related to private wealth.

Henry’s work is jurisdictionally neutral, operating globally to develop comprehensive strategies and provide tailored solutions for his clients. Henry is a Partner in the Private Wealth Practice at Dentons and can leverage the extensive Dentons platform to offer services both within and beyond the firm’s global network. He is a registered Trusts and Estates Practitioner (TEP) with the Society of Trusts & Estates Practitioners (STEP).

Henry is a lifelong learner who is committed to understanding his clients’ unique needs and providing expert guidance to help them navigate the complexities of wealth planning on a global scale.

Henry is married with two sons. In his free time he enjoys physical training (he is a competitive rower in the Masters age category) and supporting his sons’ various sporting endeavours.

Ritu Julka
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Ritu Julka

Senior Adviser

Ritu Julka, founder and managing partner of CoSculpt Consulting, is an executive coach and organizational transformation advisor with more than two decades of experience working with leaders, family enterprises, and executive teams. Her work sits at the intersection of family governance, next-generation development, and organizational transformation, where she partners with founders, successors, and leadership teams to navigate the complex human dynamics that shape long-term business continuity.

A central focus of Ritu’s work is helping family enterprises manage leadership transitions across generations. She facilitates open dialogue between founders and successors, enabling constructive conversations and helping families move beyond unspoken tensions toward shared clarity around leadership, ownership, and legacy. Ritu’s approach is grounded in the belief that family enterprises thrive when strong governance structures are complemented by strong relationships. She supports families in building emotional intelligence, communication capability, and governance discipline required to transition successfully across generations.

Ritu holds a Masters Honours Degree (Literature), is an ICF Professional Certified Coach (PCC) and holds credentials in family enterprise advising through the Family Firm Institute (CFBA/CFWA). She is also an Organization and Relationship Systems Certified Coach (ORSCC) and integrates a range of leadership and diagnostic frameworks in her work, including the Leadership Circle Profile, Saville Wave, Emotional Intelligence Profile (EIP3), Thriving Index, and Navigating Transition coaching methodologies. In addition to her advisory practice, she serves as faculty with CRR Global, where she trains leaders to develop systemic “coach-leader” capabilities. While Ritu’s work spans across regions, she is originally from India and based in Dubai for the past 20 years, giving her valuable cross-cultural perspective.

Brandy L. Wilson
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Brandy L. Wilson

Senior Advisor

Brandy L. Wilson is a strategic operator, systems architect, and trusted advisor to families navigating complexity across governance, operations, and enterprise design. She works at the intersection of human dynamics and institutional infrastructure to help family enterprises evolve in ways that are both operationally rigorous and deeply aligned with long-term purpose.

Brandy has worked inside and alongside some of the most complex family enterprises in the world as well as advising individual wealth owners and next-generation principals. She has distinguished herself as a leader who could translate strategic vision into executable architecture.

Based in Denver, Colorado, Brandy brings a grounded, thoughtful leadership style shaped by years of navigating high-stakes, high-visibility environments with both steadiness and heart. She cares deeply about mentoring emerging talent in the family office ecosystem and is passionate about advancing a model of wealth stewardship that is as human as it is operationally sound.

She holds a BA in Business with an emphasis in Finance from Dominican University of California and an MA in Leadership from Arizona State University.

Christina Lopez
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Christina Lopez

Senior Advisor

Christina Lopez is an advisor, author, and former U.S. diplomat with two decades of experience in adult education, learning and development, strategic communications, and organizational transformation. She helps organizations and professionals navigate change, build alignment, and translate vision into action.

Christina began her career in diplomacy, serving with the U.S. Department of State at the U.S. Embassy in London. She later spent more than a decade in higher education, where she led strategic initiatives, supported student and faculty success, and developed and managed multiple graduate degree programs.

Most recently, Christina worked for Deloitte Consulting, supporting large-scale enterprise transformations for leading organizations with a focus on change management, stakeholder engagement, training, and adoption. She brings particular expertise in designing and facilitating learning experiences that deepen understanding, build confidence, and support personal and professional growth.

Christina is the author of Get the Degree Without Losing Your Mind: The Busy Student’s Guide to Study Hacking, a practical guide to personal effectiveness for adult learners. She holds an MBA in International Business from Pepperdine Graziadio Business School, an MA in International Affairs from the University of California, San Diego, and a bachelor’s degree in International Studies and Intercultural Communications from Pepperdine University.

Nicolas Raute
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Nicolas Raute

Senior Advisor

Nicolas Raute brings a unique, human-centric perspective to the challenges faced by enterprising families. As a fourth-generation member of a family enterprise with diverse interests across multiple industries and geographies, Nicolas offers a seasoned understanding of the interplay between personal well-being, governance, and the demands of an enduring business.

Nicolas operates a private practice dedicated to individual coaching, focusing on the emotional resilience and interpersonal clarity required to thrive in high-stakes environments. His work serves as a vital complement to traditional strategic advisory; by helping family members enhance their communication, manage internal pressure, and cultivate balance, he empowers individuals to contribute more effectively to the family system and process as a whole. His approach integrates systemic methodologies with a deep appreciation for the unique psychological pressures inherent in legacy businesses.

With over 20 years of experience serving on his family’s advisory board and a robust international career managing diverse portfolios in the consumer goods and coffee sectors, Nicolas possesses a rare ability to connect the high-level needs of the family enterprise with the personal realities of the individuals who lead them.

Nicolas holds an MBA from Cornell University and a dual degree in Economics and Comparative Literature from the University of Pennsylvania. He bridges this rigorous academic background with a sophisticated, human-centric coaching practice that addresses the personal dimensions of success. He acts as an independent partner for those who recognize that the long-term sustainability of any family enterprise is inextricably linked to the well-being and relational health of its people.

Marcela Jordan
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Marcela Jordan

Advisor

Marcela Jordan is an attorney graduated from Universidad de los Andes, currently pursuing a Master’s Degree in Conciliation, Mediation and Negotiation in Family Matters, as well as a Master’s Degree in Personal and Family Development and Family Program Management at Universidad de La Sabana. She also holds a specialization in Constitutional Law.

With more than 19 years of professional experience, she specializes in providing legal and emotional guidance to individuals, families, and institutions through processes of transformation, conflict resolution, and relationship strengthening.

She has extensive experience advising and facilitating the resolution of personal and family matters through preventive and restorative approaches. She has led family-focused programs and projects in both the public and private sectors, integrating legal and psychosocial tools to promote sustainable solutions. She also serves as a consultant to academic institutions and organizations, designing strategies for conflict management, family governance, and overall family well-being.

She is recognized for her expertise in providing comprehensive support to individuals and organizations, helping them navigate complex situations with legal clarity, human sensitivity, and practical tools that foster meaningful and lasting change.

Andrew Cainey
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Andrew Cainey

Senior Advisor

Andrew Cainey has 40 years’ experience advising leading family and non-family businesses across Asia and Europe on strategy, organization, and governance. Over the past 30 years he has worked extensively across Asia, having lived in Beijing, Seoul, Shanghai, and Singapore. Previously, Andrew was China Managing Partner for Booz & Company, headed Tony Blair’s Asian Government Advisory practice, and led Boston Consulting Group’s Asian Financial Institutions Practice. He now advises Southeast Asian families on generational transition, portfolio strategy, governance, and the role of the corporate centre.

Andrew is also a thought leader on geopolitics and the implications for business, and an advisor to governments on China policy. He is co-author of Xiconomics: What China’s Dual Circulation Strategy Means for Global Business and a Senior Associate Fellow at RUSI, the world’s oldest security and defense think tank. He co-founded the UK National Committee on China and has held positions at Chatham House, Hong Kong’s Fung Global Institute, and the Shanghai Academy of Social Sciences.

He is currently a non-executive director of Schroder Asian Total Return Investment Company plc, a Senior Advisor to Boston Consulting Group, and a Senior Advisor to Lumen Capital Investors in Singapore.

Andrew has a First Class MA (Hons) in Economics from Cambridge University and an MBA with Distinction from Harvard Business School, where he was a Kennedy Scholar. He has a good command of Mandarin Chinese, Spanish, French, and German.

María Rocha
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María Rocha

Advisor

María Rocha has more than 10 years of experience managing, structuring, and leading her family’s business group across the floriculture, agricultural, and real estate sectors. This experience has given her a strong ability to analyze, manage, and align the different dimensions of a family enterprise, supporting strategic decision-making focused on business continuity and the long-term preservation of family wealth. Drawing from firsthand experience, she brings a deep understanding of family business dynamics, generational transitions, ownership structures, and corporate governance, enabling her to advise families with empathy, a holistic perspective, and practical expertise. As part of Continuum Partners, she plays a key strategic role in both consulting engagements and internal operations, helping design solutions, build consensus, and promote the long-term continuity of the families and organizations she supports. María holds a Bachelor’s degree in Business Administration, a Master’s degree in International Relations, executive education in leadership and corporate governance, and currently serves as an administrative and financial advisor to her family’s business group and as a member of its Board of Directors.

Fernando Alonso
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Fernando Alonso

Advisor

Fernando Alonso is a consultant specializing in family and corporate philanthropy across Latin America, with more than 25 years of experience designing impact strategies, strengthening governance models, leading change management, and developing leadership teams within private foundations.

Working from a systemic, impact-oriented perspective, he has supported the strengthening of organizations such as Fundación Gabo — founded by Colombian Nobel laureate Gabriel García Márquez — the network of United Way Worldwide foundations in Latin America, and Fundación Sura. He led the creation of Conexión Colombia, a platform connecting Colombians abroad with philanthropic causes, and established General Motors’ corporate foundation in Colombia.

He has fostered cross-sector collaboration among businesses, governments, and civil society in fields including early childhood development, income generation, and democracy, achieving scale, sustainability, and innovation in high-impact initiatives. Fernando is a Fellow of the impact investment fund Acumen and has served on the boards of foundations including the Foundation for Press Freedom (FLIP) and TerritoriA in Colombia.

 

Jael Itzcovitch
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Jael Itzcovitch

Advisor

Jael Itzcovitch is an organizational psychologist and family business advisor with more than 15 years of experience in organizational development, leadership development, and human resources. She works with family-owned and founder-led enterprises to navigate generational transitions, strengthen governance and communication, and prepare emerging leaders for meaningful roles within the family enterprise.

Her work is especially focused on next-generation development, helping younger family members build greater self-awareness, leadership maturity, and clarity regarding their relationship with the family, the business, and ownership.

Based in Miami and fluent in English and Spanish, Jael brings a cross-cultural and systemic perspective to her work with business families across the United States and Latin America. She holds a master’s degree in Organizational Psychology and a bachelor’s degree in Psychology from Florida International University.

Mariana Botero
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Mariana Botero

Advisor

Mariana Botero is a family enterprise, philanthropy, and social impact advisor with over 12 years of experience in the field. Her work spans North America, Latin America, and Asia.

In family enterprises, her expertise includes next-generation engagement and capacity building, cross-cultural management, family communication, documentation of family history and legacy, facilitated decision-making, corporate governance, family office management, and corporate sustainability. From 2021 to 2026, Mariana served on the board of directors of her family’s business as the Next Generation Representative. In this role, she advised the corporate governance, sustainability, and human resources committees. She also led capacity-building initiatives for the third generation as future shareholders, designed and advised on the company’s sustainability strategy, and created the family newsletters. Today, she works with a private family office, supporting investment portfolio operations.

In the social impact and philanthropy space, her expertise includes strategy development, issue-area research, grants management, and program design and implementation. From 2019 to 2025, Mariana worked with two U.S.-based consulting firms, where she advised institutional foundations, corporations, and high-net-worth families and individuals on creating greater impact through their funding programs ranging from $2 million to $100 million.

Mariana holds a Master of Business Administration from the Booth School of Business at the University of Chicago, a Master of Public Policy from the Harris School of Public Policy at the University of Chicago, and a Bachelor of Commerce from McGill University. She currently lives in Vancouver, Canada.

Jeffrey Roger T. Abrazaldo
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Jeffrey Roger T. Abrazaldo

Associate

Jeffrey Roger T. Abrazaldo is a Philippine lawyer and Associate at Generation Transition Advisors, where he advises ultra-high-net-worth families and family enterprises on the long-term stewardship, transition, and preservation of wealth across generations. He is also a member of the Private Wealth and Family Governance group at Puyat Jacinto & Santos (PJS Law).

His practice takes a holistic approach, bridging strategic advisory work with the practical implementation required to put long-term plans into effect. He works with families on the development of trusts, holding companies, family constitutions, and governance frameworks, as well as the legal, corporate, tax, and regulatory considerations that arise in implementing such complex and cross-border structures.

Jeffrey earned his Juris Doctor from Ateneo de Manila University School of Law, where he was a Justice Relova Scholar, and his Bachelor of Arts in Political Science from Ateneo de Manila University, where he was a Dean’s Lister. He also undertook international studies at Sciences Po Lille in France and Meiji University in Japan.

In addition, he serves as Chief of Staff to the Honorary Consulate of Malta in Manila, supporting its institutional domestic and international engagements.

Mariana Restrepo
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Mariana Restrepo

Associate

Mariana Restrepo is an Associate with GTA, where she is developing her expertise as a family business advisor. She supports all aspects of client work, approaching each engagement with curiosity and a keen interest in how senior and next-generation family members partner to navigate the complexities of ownership and leadership transitions.

A graduate of Babson College with a B.S. in Business Administration and concentrations in Strategy & Consulting and Economics, Mariana brings firsthand insight into multigenerational family enterprises as a third-generation member of a Colombian family business.

Mariana has gained experience working with Yanbal, a Peruvian family-owned beauty and personal care company, and with Kindros, a financial literacy platform that deepened her understanding of the psychological drivers of financial decision-making. At Flywire, she supported the Education vertical, helping universities and institutions across Latin America join the platform and streamline payment processes.

Mariana lives in Miami, Florida. Her personal hobbies include running and traveling.