The Alliance Report ™

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Brad Fisher

Brad Fisher is Managing Director with Silver Bridge Advisors, a private wealth advisory firm based on Boston. He was a co-founder and remains a Partner of Featherstone Holdings, LLC. Featherstone Holdings partners with family offices, advisory firms, and foundations to source, evaluate, and manage investments in private equity and real estate. For the past several years, Brad has been investing on behalf of families and foundations, and he has been working with family offices and investment firms to strengthen their strategic positioning, investment processes, and operating infrastructures.

Prior to co-founding Featherstone, Brad was the CEO of Springcreek Advisors LLC, a California-based ... more


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Lori and Roger Gervais

Lori Gervais, CFP®, is Director of the The Gervais Group with Robert W. Baird & Co. She manages financial plans for select families and business owners. Lori graduated summa cum laude with a Bachelor of Science degree in finance from Husson University. She continued her studies through the College of Financial Planning at DePaul University to become a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association of Southern Wisconsin.

Roger Gervais is a Senior Investment Consultant with The Gervais Group. He specializes in managing strategic and tactical investment decisions. He works in partnership with clients while ... more


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Katherine Davidson

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Virginie Maisonneuve

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Michelle Jordan

Michelle Jordan is principal and founder of Jordan LLC, a consulting firm assisting CEOs, senior executives and other leaders with their strategic communication needs. The company, founded in 1998, is based in Southern California and works with clients on both coasts.

Ms. Jordan specializes in issue and reputation management (enhancing, protecting, restoring,) crisis communication, and brand strategy development – an implicit component of reputation management. Representative clients range from CEOs and corporate board directors to entrepreneurs and high net worth individuals, and from non-profit organizations to academic institutions and family-owned businesses.

With over twenty five years in the strategic communications and public ... more


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Teresa Leigh

Teresa Leigh is the Founder and Chief Executive Officer of Teresa Leigh Household Risk Management LLC, a leading firm in the household risk management arena. Her firm specializes in assessing and mitigating household risk for affluent families including fiscal oversight, best practices for hiring and retaining domestic staff, and the development and execution of proactive risk management strategies.

Teresa is a 28-year veteran in household private service, is a nationally renowned expert and one of the most sought after public speakers on all aspects of household risk management.

Teresa is also a published author on the key household risk management topics of ... more


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Teresa Kong

Teresa Kong is a Portfolio Manager at Matthews International Capital Management, LLC and manages the firm’s Asia Strategic Income strategy. Prior to joining Matthews in 2010, she was Head of Emerging Market Investments at Barclays Global Investors, now known as BlackRock, and responsible for managing the firm’s investment strategies in Emerging Asia, Eastern Europe, Africa and Latin America. She developed and managed strategies spanning absolute return, active long-only and exchange-traded funds. In addition to founding the Fixed Income Emerging Markets Group at BlackRock, she was also Senior Portfolio Manager and Credit Strategist on the Fixed Income credit team. Previously, Teresa ... more


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Allison Taff

Allison Taff, as Managing Director of Silver Bridge, is responsible for the overall strategic planning and marketing execution of the firm. In her role, Ms. Taff collaborates with her colleagues on the investment, tax, accounting, operations, technology and client advisor teams in order to create an enhanced client experience for the firm’s ... more


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Thomas N. Kasza

Thomas N. Kasza, Senior Vice President and Managing Director of Strategic Relationships at Hillard Heintze, a leading security and investigations firm, serves as a trusted advisor to the executive leadership of the firm’s private and public sector clients who are Fortune 400 companies, small business and wealth based family offices. Kasza served 22 years in the U.S. Secret Service, where he was the Special Agent in Charge of the Chicago District, overseeing all criminal investigation, protective and intelligence activity. Kasza has protected four U.S. Presidents as well as managed security for events of national significance. Kasza has worked in the ... more


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Gregory Curtis

Gregory Curtis is the founder and Chairman of Greycourt, a managing director and a member of the management committee.  Greg has over twenty-five years of experience in the family office and endowment marketplace.  Prior to founding Greycourt, Greg served for many years as president of a family office for the Mellon family and president of the Laurel Foundation.  Greg is the author of Creative Capital: Managing Private Wealth in a Complex World , a step-by-step guide to the management of significant taxable assets.  He is also the author of a series of white papers on a variety of investment topics ... more


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Thomas R. Livergood

Thomas R. Livergood is Chief Executive Officer of The Family Wealth Alliance. The Alliance is an independent advocate and objective resource to private families and the firms that serve them. The Alliance’s core value is “We Place Families First” and its sustainable competitive advantage is attracting, understanding, and matching key relationships amongst private families and best-in-class firms who share this core value. Launched in 2003, the firm is based in west-suburban Wheaton, Illinois, USA.

Tom has been quoted in Financial Times, Business Week, The Wall Street Journal, New York Magazine, the New York Times, the Washington Post, Bloomberg Markets and numerous ... more


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Jamie McLaughlin

Jamie McLaughlin recently founded J. H. McLaughlin & Co., LLC, a strategy and practice management consulting firm serving the wealth management industry and family offices. His clients include commercial banks, registered investment advisors, single family offices, and multi-family offices. He has over 20 years of experience in both senior operating roles and client-facing roles in the family office and ultra high net worth industry and a history of building organizations across a variety of private wealth management models. He has also worked directly with families across the country and has developed an extensive professional network that he can call on ... more


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John Stanley

John Stanley is President and Founder of The Legacy Group.  After a successful 25-year career with the YMCA, John founded The Legacy Group in 1999 as a consulting and management firm for philanthropists, and his team has since counseled on charitable gifts in excess of $60 million.

John’s unique ability to discover peoples’ passion to make a difference paired with his team’s proficiency in execution has earned peer recognition, most recently as the Wisconsin Leadership Institute’s “Collaborative Leader of the Year, 2006.” John also plays the part of philanthropist as a trustee for his family’s foundation.

He serves on the board of ... more


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David Berek

David. Berek is a Partner in the Advanced Planning and Family Office Practice Group at Handler Thayer, LLP. He focuses his practice on Family Office Structuring and Administration, Wealth Transfer Planning, Income Tax Planning, and Trusts & Estates.

Prior to joining Handler Thayer, LLP, Mr. Berek was a Director at a global Suisse private bank in their family office group as a family CFO, and ran the Wealth Planning group in the Central US region advising clients of the private bank on family office and wealth transfer techniques. Prior experience includes practicing trusts and estates law with large and mid-size law ... more


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Robert W. Casey

Robert W. Casey is Senior Managing Director for Research for The Family Wealth Alliance. He leads the firm’s 3rd Annual Multifamily Office Study and was involved from the beginning in the first two MFO studies with The Alliance’s founder, Tom Livergood. He is also involved in a number of consulting assignments for the firm.

Bob is also an independent consultant and long-time observer of the financial advisory industry. Consulting clients include investment firms, banks, financial publishers and other organizations interested in the area of wealth management. He developed Wealth Manager magazine and served as founding editor until its sale by Bloomberg ... more


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Loraine Tsavaris

Loraine Tsavaris is a Managing Director at Rockefeller Financial and has over 30 years experience in the UHNW industry. Before joining Rockefeller & Co., she worked at U.S. Trust for 37 years, where she served across a range of senior-level positions, with a critical role in growing the company's various high wealth businesses. Ms. Tsavaris served as Managing Director and Principal of U.S. Trust's Multi-Family Office Group, where she advised the company's wealthiest clients with the most complex of needs, and developed the company's ultra high net worth business into a national ... more


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Dennis T. Jaffe

Dennis T. Jaffe, Ph.D (djaffe@saybrook.edu, dennisjaffe.com) is a professor of psychology and organizational systems at Saybrook University. The author of over 14 books on management, Dr. Jaffe served as the Deputy Director of Research for the MacArthur Foundation Network on Healthy Companies, and helped create some of the key tools for assessing family business success, such as the “Enterprising Family Sustainability Index,” “The Aspen Family Business Inventory,” and “The Aspen Family Wealth Inventory.” He has also served as the Adelaide Thinker in Residence for the government of Australia, and helped that country develop a climate of support for small and ... more


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Charles A. Lowenhaupt

Charles A. Lowenhaupt is Chairman and Chief Executive Officer of Lowenhaupt Global Advisors. A recognized industry leader in managing wealth for ultra-high net worth families around the world, he is also Managing Member of Lowenhaupt Global Advisor's affiliated firm, Lowenhaupt & Chasnoff, LLC, the first U.S. law firm to concentrate in tax law and established by Lowenhaupt's grandfather in 1908. Lowenhaupt is a Founding Advisory Faculty member of the Institute for Private Investors, and he advises the Institute as an Emeritus Member and contributor to its programs. He is also a co-founder and President of the Institute for Wealth Management ... more


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Dr. Carolyn Friend

Dr. Carolyn Friend is the co-founder of Inheriting Wisdom, a legacy strategy firm. Along with her husband, Dr. Jamie Weiner, she co-authored “The Legacy Conversation: the missing gem in wealth planning.”  Based on her experience as a clinical psychologist, the focus of her work with high net worth families is on intergenerational communication and relationships, identifying those issues that can derail this valuable dialogue.  She is actively involved in 85 Broads Leadership Circle and is earning her certification in Family Business Advising through the Family Firm Institute. On a personal level, after experiencing the loss of her parents within six ... more


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Dr. Jamie Weiner

Dr. Jamie Weiner, along with his wife, Dr. Carolyn Friend, is the co-founder of Inheriting Wisdom, a legacy strategy firm. He co-authored “The Legacy Conversation: the missing gem in wealth planning.” In addition to extensive experience as a clinical psychologist with high net worth families focused on intergenerational relationships, Dr. Weiner is an active participant in various wealth advisory organizations. Through the Family Firm Institute, he is certified in Family Wealth Advising and Family Business Advising. As a member of their editorial board, he reviews articles for the “Practitioner” publication. Recognizing the value of interdisciplinary exchange, he organizes and leads ... more


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