Contributors

Dr. Sarah Alsawy

Psychological Advisor, UHNW Family Dynamics & Succession · Auctoritas

Dr. Sarah Alsawy is a psychological advisor specialising in ultra-high-net-worth family dynamics and succession. Working on the theme of the New Longevity, she bridges sophisticated wealth structures and the human systems that inhabit them. She consults to global family offices and intermediaries, helping families navigate the psychological obstacles of multi-generational leadership, and argues that legacy should be measured in the vitality of every generation as well as in assets.

• Read: The Secret Bottleneck →

Sergey Borzenko

COO · Greenlock AG

Sergey Borzenko is COO of Greenlock AG in Steinhausen, Switzerland. Greenlock provides automated solutions for independent private wealth oversight and audit, identifying hidden costs and systematic risks within existing family office portfolio structures.

• Read: The Performance Number That Tells You Nothing →

Martin Brennan is Founder of Brennan Risk Intelligence, which provides independent financial risk analysis for individuals, families and complex financial structures.

• Read: Do You Understand How Your Financial World Behaves Under Stress? →

Sophie Brown

Head of Capital Relationships, Capital Assured & CASACASA · Exco Member, Women in Family Offices

Sophie Brown is a senior advisor and capital strategist working at the intersection of family offices, real estate and private markets. She is Head of Capital Relationships at Capital Assured, a Dubai-based single family office built around purpose-built student accommodation, and at CASACASA, the AI-native pan-European PBSA platform it co-founded. An ACA-qualified accountant trained with PwC, she has worked across M&A, debt and equity structuring, turnarounds and real estate investing. She is an Exco Member of Women in Family Offices and author of The Purposeful Founder.

• Read: The Most Powerful Seat in the Family Office →
• Read: Europe's Student Housing Crisis →
• Read: Filling the Gap Between Land and Institution →

Della Burnside

Managing Partner · The Burnside Partnership Solicitors Limited

Della Burnside is Managing Partner of The Burnside Partnership, with responsibility for the firm's strategic direction. A solicitor with 30 years' experience, she was a partner and litigation specialist in an international law firm before moving in-house, serving for ten years as General Counsel and Company Secretary of McDonald's Restaurants Limited. She has held directorships including Non-Executive Director of NHS Blood & Transplant and Chair of the McDonald's UK Pensions Scheme, and is an experienced charity trustee.

• Read: Why Cross-Border Legal and Tax Planning Matters More Than Ever for Internationally Mobile Wealth →

Jonathan Child

Partner · Velitor Law

Jonathan Child is a Partner at Velitor Law specialising in complex, high-value international disputes. His experience spans family offices, commercial and corporate disputes, insolvency disputes and urgent interim relief, with a strong cross-jurisdictional focus. He has acted for individuals, officeholders and corporates worldwide, appearing before the English High Court and the Eastern Caribbean Supreme Court. He trained and qualified in London before practising at HFW in the British Virgin Islands, and is admitted in England and Wales and the British Virgin Islands. He is recognised in Chambers and the Legal 500.

• Read: Jonathan Child: When Family Wealth Disputes Become a Crisis →

Joe Crome, CAP

Head of CAF American Donor Fund and Business Development · Charities Aid Foundation (CAF)

Joe Crome leads business development at Charities Aid Foundation and oversees the CAF American Donor Fund, a donor advised fund for dual US/UK taxpayers. He works with wealth managers, family offices, law firms and other professional advisers to help philanthropists give effectively in the UK, US and internationally. Having spent nearly 20 years in philanthropy, grant-making and fundraising, he advises on philanthropy strategy, charitable structures, donating complex assets and UK-US charitable regulation.

• Read: As Advice Becomes More Fragmented, Philanthropy Can Bring It Together →

Alex Felman

Second-Generation Member · Felman Family Office

Alex Felman is a second-generation member of Felman Family Office, a family-run investment organisation. He leads the family's European office and its technology investment activity across direct investments and funds. His perspective covers long-term investing, technology, succession and generational continuity, and why he believes families endure by staying in wealth-creation mode rather than shifting entirely to preservation.

• Read: Alex Felman: Staying in Wealth Creation Mode →

Malcolm Ferguson

Partner, Secondaries · Molten Ventures

Malcolm Ferguson is Partner, Secondaries at Molten Ventures. His work focuses on European technology, venture secondaries and private-market liquidity. He discusses how the secondaries market has developed, and what family offices should consider when seeking access to innovation and to liquidity in venture portfolios.

• Read: Malcolm Ferguson: Inside Europe’s Venture Secondaries Market →

Dr. Stephan Gauci

Managing Director · Phoenix Wise Solutions Limited

Dr. Stephan Gauci is a lawyer admitted to the Maltese Bar in 2004 who established his own legal practice in 2005. An Approved Person of the Malta Financial Services Authority since 2005, he has served as Director, Company Secretary, MLRO and Compliance Officer of a number of regulated entities, focusing on the corporate, trusteeship and fiduciary sectors. He is a member of the Chamber of Advocates and the Institute of Financial Services Practitioners, and has lectured at the University of Malta's Faculty of Laws since 2014.

• Read: The Malta Global Residence Programme: A Strategic Response to Cross-Border Challenges for UK Family Offices →

Will Gibby

Real Estate Research & Analytics Director · Federated Hermes

Will Gibby joined Federated Hermes in September 2006 and leads Research & Analytics for the Real Estate platform, with responsibility for investment strategy, portfolio analytics and informing capital allocation. He has over 25 years' real estate investment experience and established the firm's UK living platform, Hestia. He is a Non-Executive Board Member of The King's Cross Group, long-term custodian of the 67-acre King's Cross estate in London.

• Read: Purposeful Capital and the Economics of Place →

James Hamilton

Partner · Mishcon de Reya LLP

James Hamilton advises high net worth individuals, family offices, entrepreneurs and private businesses on the corporate and transactional matters that sit closest to their personal and financial lives. His work covers corporate wealth structuring, onshore and offshore planning, holding companies and family investment vehicles, and family business succession. He has extensive experience of UK and international M&A, joint ventures, private investments and restructuring, alongside corporate governance, shareholder arrangements and disputes involving business interests.

• Read: Succession Isn't an Event. It's a System. →

Patrik Hayoz, PhD

Founder · LIOMSA Advisers

Patrik Hayoz is a Swiss national based in Peru and Switzerland, specialising in family governance and intergenerational transition — the focus of his research and consulting work. He brings senior leadership experience from UBS and Credicorp Capital across Europe and Latin America. He holds advanced degrees from Lancaster, Liverpool and Manchester universities, and is a certificate holder in Family Business Advising and Business Family Governance from the Family Firm Institute and the Society of Trust and Estate Practitioners.

• Read: The Cart Before the Horse →
• Read: Riding the Family’s Curve →

Steven Haywood

Partner · Mishcon de Reya LLP

Steven Haywood leads Mishcon de Reya's private funds practice, advising fund sponsors, family offices and private capital investors on the structuring and formation of private investment funds. His practice spans private equity and secondaries, direct lending and credit, infrastructure, commercial real estate, defence and healthcare. He also advises high net worth individuals and family offices on private wealth vehicles, including onshore and offshore family limited partnerships, and on fund investments, portfolio sales and co-investments.

• Read: Succession Isn't an Event. It's a System. →

Jordan Kaplan

Senior Art Producer · Contemporary Art Society Consultancy

Jordan Kaplan is Senior Art Producer at Contemporary Art Society Consultancy and has delivered public realm projects for more than 20 years. She is a Fellow of the RSA, a member of the International Association of Art Critics, and sits on the International Humanitarian Memorial Committee. CAS Consultancy provides strategic art and cultural services ranging from cultural placemaking strategies to bespoke art commissions; its consultancy fees support the organisation's charitable mission to develop public collections across the UK.

• Read: Commissioning Art as a Public Asset →

Dr David Kingham

Founder · Tokamak Energy Ltd

Dr David Kingham is a founder of Tokamak Energy. As CEO from 2009 to 2017 he led the company through several investment rounds, raising about £20m, during which it developed and tested the first tokamak to use exclusively high-temperature superconducting magnets. He initiated the ST40 compact spherical tokamak project, which reached 100-million-degree plasma temperature in 2022, and built the magnet engineering team behind a 26.2 tesla HTS magnet tested at CERN. He was previously CEO of Oxford Innovation.

• Read: Beyond Fusion: Why High-Temperature Superconductivity Could Become Britain's Next Strategic Technology →

Patrick Knodel

Founder, ChanceMaker Foundation; Managing Partner, INNOVATION for IMPACT GmbH

Patrick Knodel has spent two decades questioning the assumptions embedded in conventional capital. As Founder of the ChanceMaker Foundation and Managing Partner of INNOVATION for IMPACT GmbH, he backs purpose-driven founders in the circular economy and the Global South, while challenging the idea that financial returns and planetary health are competing objectives.

• Read: Patrick Knodel — Purpose, Capital and the Case for Radical Positive Innovation →

Christian Li

Founder & Group CEO · CKLB Fiduciary Group

Christian Li is Founder and Group CEO of CKLB Fiduciary Group. His work spans family office structuring, trusts and trustee services, corporate administration, accounting and compliance, funds and outsourcing for internationally mobile families. He advises on the structuring decisions that shape a family office across global markets and on the practical demands of cross-border private wealth administration.

• Read: Christian Li: Family Office Structuring Across Global Markets →

Laura Merlini, CAIA, CIFD

Managing Director, EMEA · CAIA Association

Laura Merlini is Managing Director, EMEA at CAIA Association, working across market outreach, brand development and member engagement in alternative investments. She previously worked at Fortis Bank in Milan, Madrid and Geneva. Since obtaining her CAIA Charter in 2007 she has co-founded the CAIA Iberia Chapter and co-headed the CAIA Switzerland Chapter. She became a Certified Investment Fund Director in 2015, and is a member of the UN PRI Hedge Fund Advisory Committee and a non-executive director at Agave Advisors in Geneva.

• Read: Capital with a Compass: How the Gulf Is Rewiring Global Private Markets →

Peta Milan

Principal · Henmil Group Family Office

Peta Milan is Principal of Henmil Group Family Office, where she leads research and investment strategy focused on regenerative and living-systems approaches to capital allocation across real estate, infrastructure, commodities and direct investments. Her 30-year research into regenerative asset design has informed a body of work arguing that capital aligned with ecological, economic, social and cultural systems can deliver both expected returns and measurable systemic impact. She advocates bioregional development and regenerative finance in family office strategy.

• Read: Purposeful Capital →

Ian Morley

Chairman · Wentworth Hall Family Office

Ian Morley is Chairman of Wentworth Hall Family Office, a London and Italy-based family office investing across healthcare, property, technology and financial markets. In conversation with UK Private Wealth Magazine he discusses opportunistic investing, the challenge of sustaining family wealth beyond three generations, governance and succession, and where technologies including artificial intelligence and quantum computing could shape future capital allocation.

• Read: Wentworth Hall: From Alternative Investments to the Modern Family Office →

Alisa Morrison

Solicitor · Stephens Scown LLP

Alisa Morrison is a solicitor at Stephens Scown LLP advising private clients and families on estate planning, trusts and Family Investment Companies. She works alongside accountants and financial advisers on coordinated succession strategies designed to protect and preserve family wealth across generations.

• Read: Protecting Family Wealth: an Introduction to Trusts and Family Investment Companies (FICs) →

Ruth Murray

Investment Director, Sustainable Infrastructure · Gresham House

Ruth Murray is an Investment Director in the Sustainable Infrastructure team at Gresham House, focusing on investments that address environmental and societal challenges alongside long-term returns. She joined in 2020 after a 20-year career as a senior partner at a Top 100 law firm, where she led the Energy, Waste and Projects teams. She is co-fund manager of the Gresham House Biodiversity Creation strategy, which funds Environment Bank in developing biodiversity-rich habitat banks across England.

• Read: Nature Is Not Free →

Daniel Nikic

Managing Partner · Cohres

Daniel Nikic is Managing Partner of Cohres, an independent investment research firm focused on Commercial Evaluation, Commercial Due Diligence, Investment Committee Support and Investment Research.

• Read: From Deal Screening to Investment Conviction →

Obi Nnochiri

Private Client Consultant · St. James's Place

Obi Nnochiri is a Private Client Consultant at St. James's Place, providing partners and advisers with advice and service solutions for high net worth clients. He joined following 13 years at top-four firms, including Andersen and EY, and has over 30 years' experience across tax and wealth management planning, with expertise in tax, trusts and estate planning as well as business succession. He is an accredited member of the Chartered Institute of Taxation and holds a Diploma in Financial Planning.

• Read: The New Longevity →

Yolanda Perez Berges

Head of Spanish Desk · The Burnside Partnership Solicitors Limited

Yolanda Perez Berges is Head of the Spanish Desk at The Burnside Partnership. She has over 17 years' experience as a lawyer across the UK and Spain, and is registered as a Spanish qualified lawyer with the Madrid Bar Association and as a Foreign Lawyer with the Solicitors Regulation Authority. She specialises in Anglo-Spanish law, advising private clients on international wills, cross-border estates, powers of attorney, Spanish property transactions, and Spanish visa, residency and tax matters.

• Read: Why Cross-Border Legal and Tax Planning Matters More Than Ever for Internationally Mobile Wealth →

Victoria Pigott

Partner & Chair of Mishcon Private · Mishcon de Reya LLP

Victoria Pigott is Chair of Mishcon Private, advising high net worth individuals, families, family offices and businesses on complex disputes. A commercial litigator, she specialises in family business disputes, shareholder and director conflicts, partnership issues, contractual matters and fraud. As part of her private client work she regularly represents clients with complex and unconventional problems, and has considerable experience overseeing high-value multi-jurisdictional disputes.

• Read: Families On The Move: Why Dispute Resolution Must Become Part Of The Wealth Planning Conversation →

Stuart Pinnington

Global Head of Asset Owners · IQ-EQ

Stuart Pinnington began his career as a lawyer at London and offshore law firms and has since spent over 15 years in leadership roles in investor services. He joined IQ-EQ as a managing director in January 2018, held a series of leadership positions including Head of Alternative Assets, and was named Global Head of Asset Owners in 2025. He works with private and institutional investors accessing private markets through direct structures or as limited partners, and is featured in eprivateclient's 50 Most Influential ranking for 2026.

• Read: Evergreen Funds: Why Liquidity Pressures Aren't Deterring Family Offices →

Jesse Irving Seligman

Founder & CEO · Copperman

Jesse Irving Seligman is an entrepreneur and investor with over 21 years of experience across the Americas, Europe, Africa and Asia, focused on energy transition and communications technologies. He is Founder and CEO of Copperman, developing giant-scale copper projects in Chile's Atacama Desert, and of Globearium, which is advancing a next-generation AI-enabled 3D spherical computing system. He is also a Partner at The RBS Investment Group, his family's investment and advisory firm, and previously held senior roles at Edmond de Rothschild (Asia), Element Commodities and RioCan REIT.

• Read: Copper Supply Is Becoming a Discovery Problem →

Hanna Sundqvist

Head of Private Credit, Europe · Moody’s Analytics

Hanna Sundqvist is Head of Private Credit for Europe at Moody's Analytics, working with asset managers, insurers, lenders and regulators on the application of credit-risk analytics across private markets. She writes and speaks on private credit, the transparency gap in private-market risk data, and the growing complexity allocators face when assessing credit exposure.

• Read: Hanna Sundqvist: Making Private Credit Risk More Transparent →

Claudia Ukonu

Private Capital Strategist · World Economic Forum

Claudia Ukonu works with family offices, ultra-high-net-worth individuals and institutional investors on how private capital can be deployed to create durable, multi-generational value. Her focus is the strategic and relational dimension of that work: how families align around long-term purpose, navigate governance transitions and build the conditions under which wealth endures. She has convened closed-door sessions with principals, next-generation leaders and allocators on sustainable stewardship, and has contributed to the World Economic Forum Agenda. She is based in Geneva.

• Read: Preservation Without Purpose Is Not a Strategy →

Harco van den Oever

Art Market Specialist · Overstone

Harco van den Oever is an art market specialist focusing on private wealth and collection governance. He works with family offices and ultra-high-net-worth clients to bring structure, transparency and long-term thinking to the management of significant art collections.

• Read: Art as an Asset Class →

Shane F. Weir

Founding Partner · Weir & Associates

Shane F. Weir is a solicitor qualified in Hong Kong, Canada, and England & Wales. He founded Weir & Associates more than 40 years ago in Hong Kong. The firm's practice focuses on commercial, property and banking law, with particular expertise in tax, trusts and pensions. A cross-border lawyer, he is a Hong Kong Securities and Futures Commission licensed Financial Advisor and Responsible Officer, and advises on complex cross-border legal, tax and wealth structuring matters.

• Read: Hong Kong's ORS Pension Plan: Facilitating Cross-Border Legal and Tax Structuring in a Post Non-Dom Era →

Per Wimmer

Founder & CEO · Wimmer Family Office

Per Wimmer is Founder and CEO of Wimmer Family Office, which he established in 2011 following senior roles at Goldman Sachs, Collins Stewart and MAN Group. A Danish financier, entrepreneur, author, philanthropist, adventurer and astronaut-in-training, his investment interests span real estate, later-stage private equity and absolute-return strategies. Through WimmerSpace, he also pursues space exploration and philanthropic initiatives focused particularly on inspiring children to pursue ambitious goals.

• Read: Per Wimmer: Wealth Preservation, Real Assets and Investing for the Long Term →