A resident of Aspen, Colorado, and a retired attorney, Jay is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations and co-author of The Cycle of the Gift, The Voice of the Rising Generation, and Family Trusts: a Guide for Beneficiaries, Trustees, Trust Protectors and Trust Creators.

Orland is Co-Founder and Executive Director of Shadetree Multicultural Foundation, a Civil Society Organization and Network based in Los Angeles with affiliations nationally and globally. He is devoted to the creative design of a new economy for life where human relationships become the foundational links that hold local and global systems in a coherent state.

Stephen has devoted himself to helping children, young adults, families, and individuals of all ages unlock their potential through the experiential acquisition of transformational neuro-cognitive skills including Executive Function, Emotional Intelligence, Mindfulness, Resilience, and Flow as well as Creativity, and Antifragility.

Adriana has over 10 years of experience in the practice of design-led innovation and innovation management. She has lead projects in strategic areas of innovation, such as research and strategy, innovation management, organizational culture, Front-End Innovation, open innovation, experience, and storytelling.

Sean is an entrepreneur, angel investor, and family business member who started a company which delivered technology solutions and information security training to family office principals in 2011, shortly after graduating from Tufts University.

Chris serves as Senior Director of Community Ownership at Catalyst Miami, supporting the development of real estate and small business cooperatives.

David is responsible for curating and engaging key influencers and members of diverse networks within the family office ecosystem, philanthropic industry, investment field, and entrepreneurial space. He has spent several years supporting people to discover their life purpose and inner wealth to bring value, gifts, and impact in the world.

Sofia is responsible for building the relational, cultural, systemic, and technological infrastructure upon which the Intergen Family Initiative stands. She does so by merging her extensive and ongoing experiential knowledge and study of the family wealth ecosystem with her prior 15-year work in international development and grass-roots movements.