Co-Founder & CEO / 4x Founder / Angel Investor

Head of Partnerships

CEO, Logic Families & President of Private Foundation 

CIO, Succession Coach & Advisor

CEO, Connected Success

Founder & CEO, Ferrazzi Greenlight

Former CMO, Deloitte

Keith is a renowned thought leader, entrepreneur, and bestselling author in the fields of leadership, collaboration, and team performance. As the founder of Ferrazzi Greenlight, a global consulting and coaching firm, Keith has worked with some of the world's most influential organizations to drive breakthrough results through radical adaptability and high-trust relationships.

Founder & CEO, New Law Business Model

Serial Entrepreneur & Estate Planner

Now a serial entrepreneur, Ali graduated first in her class from Georgetown Law in 1999, where she was also a John M. Olin Law & Economics Fellow.. She clerked on the 11th Cir Ct of App and was an associate at Munger Tolles & Olson, before leaving to start her own law firm, which she grew from scratch into a 7-figure business in three years by inventing a new way of serving client families in her community. She has grown NLBM to eight figures and works with dozens of HNW/UHNW clients on their estate planning.

Advisor, Banyan Global
Co-author of Wealth 3.0, Borrowed From Our GrandChildren, & others.

Dennis is a globally recognized expert in family business dynamics, intergenerational wealth transfer, and family governance. Dennis has spent over four decades advising multi-generational families on sustaining wealth and purpose across generations. His groundbreaking research and practical insights have shaped the field of family enterprise, making him a trusted guide for families navigating leadership transitions, legacy planning, and complex governance structures. Dennis brings unparalleled expertise in preparing rising leaders to steward their family legacies with clarity, cohesion, and impact.

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Co-Founder, Pilatus Capital

Owner, Mt. Beautiful Vineyards & Farms

David renowned economist and global thought leader in the areas of innovation, strategic management, and economic policy. Author of 30 books and 200 papers on these topics, he’s received the most citation of any author in his field. His extensive work in dynamic capabilities and with family enterprises makes him a natural guide for next-gen-led ventures. He has invested in and coached numerous startups and scale-ups as co-founder of the venture accelerator, Pilatus Capital, and he is a tenured Professor at UC Berkeley Haas school of business.