Today, we recognize the accomplishment of Q1 2024 GEN graduates receiving core program Certificates in Family Business Advising (CFBA) and Certificates Family Wealth Advising (CFWA). These individuals, coming from across the globe and across many disciplines, have accessed and completed programs of curated content and research-based resources with their peers and a highly skilled faculty, developing a global network of fellow students who advise and study multi-generational families. Please join us in congratulating their outstanding achievement.
  • Bassam Ajoul — Masters Legal Accountants — Dubai, UAE — CFBA/CFWA
  • Bardreya Mohammed Al Mutawa — Dubai Chamber – Dubai Center for Family Businesses — Dubai, UAE — CFWA
  • Faisal Alshehhi — Dubai Chamber – Dubai Center for Family Businesses — Dubai, UAE — CFWA
  • Roy Broersma — Maastricht University — Maastricht, Netherlands — CFBA
  • Álvaro Cerón de la Torre — Cerón & Co — Mexico City, Mexico — CFBA/CFWA
  • Yasaman Gorji — ESSCA School of Management — Lyon, France — CFBA
  • Racha Khalil — AWR Partners — Dubai, UAE — CFWA
  • Martyna Kwiatkowska — KPMG — Katowice, Poland — CFBA
  • Sachiko Maruyama — FELITAS Japan Inc — Aichi, Japan — CFBA/CFWA
  • Jina Rodolph Matar — Dubai Chamber – Dubai Center for Family Businesses — Beirut, Lebanon — CFBA
  • John McDonald — Waugh McDonald Private Office — London, UK — CFBA/CFWA
  • Roberto Miranda — Maré Investimentos — São Paulo, Brazil — CFBA/CFWA
  • Avelina Perez-Arteta — Trusted Family — Mexico City, Mexico — CFBA
  • Sanjay Sharma — UVM Grossman School of Business — Burlington, VT, USA — CFBA/CFWA
  • Elisa Shevlin Rizzo — J.P. Morgan — New York, NY, USA — CFBA/CFWA
  • Robyn Solnik — RBC Wealth Management — Richmond Hill, ON, Canada — CFBA/CFWA
  • Tiran Takhar-Purewal — Surrey, UK — CFBA
  • Deacon Turner — Bernstein Private Wealth Management — Denver, CO, USA — CFBA/CFWA
THANKS TO THE Q1 GEN FACULTY
GEN 102: Systems Thinking for the Family Enterprise Advisor Annika Hall, Ian Macnaughton GEN 201: The Action Research Model as Applied to Family Enterprise Advising Daphne McGuffin, Mairi Mickel GEN 202: Advising the Family Wealth System: A Multidisciplinary Approach Richard Boyce GEN 501: Evidence-Based Advising: Using Research to Empower Family Enterprises Jeremy Cheng
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