Speaking Faculty at the Family Office Forum

If you would like to learn more about the
Family Office Forum speakers please download our brochure for biography detail.

• Chris Galvin, Former CEO, Motorola (Family Business)
• John Benevides, President, Family Office Exchange (FOX)
• Brendan Wall, Wall Family Enterprise (SFO)
• David Weinberg, President, David Weinberg Gallery, Former Co-President, Fel-Pro (Family Business)
• Mary Wall Yeager, Board Member, Wall Family Enterprise (SFO)
• Robert Bernstein, Prism Global Advisors (SFO)
• Frits Besselaar, Founding Family, Clearbrook Partners (Private MFO)
• Bryan Bell, Synchbank
• Bruce Boyd, Principal and Managing Director, Arabella Philanthropic Investment Advisors
• Fort Flowers, President and CEO, Sentinel Trust Company (MFO)
• Robert Francais, CEO, Aspiriant (MFO)
• Bill Friend, President, Core Capital and Principal, Harris Holdings Family Office (SFO)
• Chuck Hirsch, President, Microsoft Alumni Foundation
• Martha Jahn Martin, Chicago Metallic Corporation (Family Business)
• Dirk Junge, Chairman, Pitcairn (MFO Family Member)
• Christine K. Galloway, CEO, Okabena Company in Minneapolis, MN
• Dennis Kessler, Principal, Family Business Innovations, Former Co-President, Fel-Pro (Family Business)
• Charles Krusen, CIO, Krusen Family Office (SFO)
• Mel Lagomasino, CEO, Genspring (MFO)
• David Lansky, Ph.D., The Family Business Consulting Group, Inc.
• Jeff Lauterbach, Private Family Advisor
• Paul Lehman, Managing Director, Austin-Lehman Adventures, Former Co-President, Fel-Pro (Family Business)
• Marvin Lender, Lender Family Management (SFO)
• Keith Lender, Lender Family Management (SFO)
• Tom Livergood, The Family Wealth Alliance
• Mark Casella, Coppertree Ltd (MFO)
• Edward M. Lazar, CEO, Threshold Group (MFO)
• Steve Mariotti, President, National Foundation for Teaching Entrepreneurship (NFTE)
• Richard Masino, Masino Family Office (MFO)
• Richard Morris, Principal, ROI Consulting, Former Co-President, Fel-Pro (Family Business)
• Benjamin Oehler, President and Founder, Bashaw Group (Former Manager, Cargill Family Office)
• Scott Oki, Co-Founder, Microsoft Alumni Foundation; Chief Volunteer, The Oki Foundation
• Greg Rogers, Founder and President, RayLign Advisory LLC (Former Managing Director, RogersCasey)
• Sarah Schmidt, U.S. Oil Co., Inc. (Family Business)
• Amy Schuman, Principal, Family Business Consulting Group, Inc.
• Gary Shunk, Principal, Wealth Psychology
• David Smilow, Jefferson National
• Tom Sowanick, Chief Investment Officer, Clearbrook Partners (Private MFO)
• Daniel Thiem, Royal Management Corporation (SFO)
• Philip J. Tortorich, Partner, Katten Muchin Rosenman LLP
• Renee Togher, Azteca Foods (Family Business)
• Rhona Vogel, Vogel Consulting (MFO)
• Tim Volk, Harris myCFO (MFO)