Mary is an internationally recognized advisor to families navigating the complexities of substantial wealth. Her work is anchored in the facilitation of family meetings, strategic planning for owned businesses, private trust companies and family offices and the education and mentoring of family members around the world.
She is known for her deep expertise on the impact of trusts on families and her work in generational transition in family enterprises. Trained in family systems and dispute resolution, she has an excellent track record helping family members collaborate more effectively and understands the effective use of governance for families and their businesses.
Previously, Mary headed two private family offices involving prominent families and later spearheaded a leading bank’s award-winning family wealth program while overseeing seven trust companies and an off shore private bank. She is a licensed attorney and accountant and has served tours of duty in private client law and business consulting.