Speakers

Jessica Goldman Srebnick is the co-chair of Goldman Properties, the creative real estate firm with a storied history in developing thriving global destinations across the United States such as SoHo in New York City, Center City Philadelphia, Miami Beach, and Wynwood. Goldman-Srebnick is also founder & CEO of Goldman Global Arts, curating large-scale art installations for clients like the NFL, Norwegian Cruise lines, Citibank, Wynn Hotels, the Kaseya Center, the Miami Dolphins, and the world’s largest outdoor street-art museum, Wynwood Walls. 

A graduate of Harvard Business School’s Presidents Program in Leadership, and recognized as one of Forbes Icons of Impact, she was selected as one of the Knight’s Foundation Arts Champions, for her community leadership helping to enrich arts and culture in South Florida. Additionally, she was the Miami-Dade County co-chair for the 2020 Miami Superbowl host committee and served as the chair of the Town Square Neighborhood Development Corporation (TSNDC) board. 

She was awarded the Greater Miami Chamber of Commerce Alvah H. Chapman Jr. Young Leader Award for Excellence in 2019, and the Visionary Award in 2023, by the Miami Center for Architecture & Design.

Dr. Matt Allen is the John L. Ward Clinical Professor of Family Enterprises and Executive Director of the Ward Center for Family Enterprises, with expertise in family learning, family entrepreneurship and the development of the next generation. He has taught entrepreneurship and family entrepreneurship courses at the undergraduate, graduate and executive levels. 

A recognized leader in the field of family entrepreneurship, Dr. Allen's research has been published in leading academic and practitioner journals, including the Harvard Business Review, Personnel Psychology, and Entrepreneurship Theory and Practice.

In addition to his academic work, Dr. Allen advises family businesses around the world. Alongside his independent consulting work, he has partnered with several global family business advisory firms to support enterprising families across generations.

Dr. Allen earned his B.A. in accounting from the University of Utah, M.B.A. from the University of Notre Dame and Ph.D. from Cornell University.

A fourth-generation member of the Carvajal family, Cristina brings extensive experience in family governance, social impact, and organizational leadership, grounded in a family legacy that today spans six generations. She has been an active member of the Carvajal Family Council for more than a decade and served as Chair from 2021 to 2025, leading initiatives to strengthen family cohesion, intentional communication, and business continuity.

Cristina serves on the Board of Directors of Fundación Carvajal and, in April 2026, was appointed to the HBS Latin America Advisory Board. She has also held several leadership roles within the Family Business Network, including as founder and Executive Director of FBN Ecuador and later as a regional representative supporting family enterprises across Latin America.

Cristina holds a BFA in Graphic Design from the Rhode Island School of Design. Her executive education includes programs in family enterprise governance and leadership at Northwestern University, Cornell University, and CESA.

Earlier in her career, Cristina led social impact initiatives in Ecuador supporting children with cancer from underserved communities.

A fifth-generation member of the Carvajal family, Isabel has served on the Family Council since 2021, becoming Vice Chair in 2023 and Chair in April 2025. In this role, she has led multigenerational gatherings and initiatives designed to strengthen family ties, foster intergenerational communication, and create opportunities for education, participation, and development across generations.

Isabel also serves on the Board of Fundación Carvajal and has spoken at family business forums across Latin America on governance, family cohesion, and next-generation leadership.

She holds a BA and Master’s degree in Political Science from Universidad de los Andes and a Master in International Management from IE Business School in Madrid. Her professional experience spans strategic consulting, international cooperation, and real estate development, including more than six years at McKinsey & Company.

Her executive education includes Governing Family Enterprises at Northwestern University’s John L. Ward Center and the Family Business Leadership Certificate from Cornell University.

Gennette Faust is a shareholder at Greenberg Traurig. As,Co-Chair of the Miami Tax Practice, she concentrates her practice on tax law, with a focus on complex international and cross-border matters for private clients. She advises high-net-worth individuals and multinational businesses on sophisticated income, gift, and estate tax planning, as well as expatriation and pre-immigration strategies. Her practice includes designing and implementing tax-efficient inbound structures for non-U.S. clients investing or operating in the United States, outbound structures for U.S. clients expanding internationally, and real estate investment structures for both domestic and foreign investors.

She serves as a trusted advisor to U.S. and international families, family businesses and family offices on a broad range of cross-border transactions, including global expansions and the establishment of operations across multiple jurisdictions. She also provides strategic counsel on reporting and compliance obligations and advises on complex international tax issues affecting individuals, closely held businesses, and multinational organizations.

Alicia Gerrits de Sola was one of the few members of her family who didn’t want to work in their 125-year-old family business—a Central American holding company. Determined to forge her own path, she pursued business school and a career outside the family enterprise. Her trajectory changed when she was asked to organize a family reunion and, despite being given a generous budget, challenged the original plan and significantly reduced the expense. Her principles, loyalty, and fiduciary mindset caught the attention of family leaders, who years later persuaded her to assume the chairmanship and help steward the family legacy. 

Since then, Alicia has navigated the complex dynamics of a multigenerational family enterprise, serving as a bridge between the family, CEO, and management. She works to ensure family members remain engaged and heard while empowering management to lead effectively, with a focus on sustainable growth and long-term continuity.

Alicia is also actively involved in her family’s philanthropic initiatives and is known for a compassionate leadership style that fosters trust, loyalty, and a strong organizational culture.

Sam Judd is a boardroom leader with more than 25 years of executive experience spanning global public companies, large private enterprises, and multigenerational family businesses. A trusted independent director, he brings C-suite operating experience, financial rigor, and governance expertise to transformational growth, capital strategy, leadership succession, talent development, risk management, and enterprise value creation.

His governance work is grounded in a deep understanding of family culture and the complexities of multigenerational ownership. He helps bring clarity to strategic decisions and foster alignment among boards, leadership teams, owners, and family members. Known for asking the right questions and balancing fiduciary discipline with growth ambitions, Sam brings a thoughtful and steady perspective to periods of change and transition.

In 2024, Sam was named a “Director to Watch” by Private Company Director magazine, recognizing his boardroom leadership and strategic impact.

Sam holds a B.A. in Economics from Cornell University, where he graduated Phi Beta Kappa, and an MBA from The Wharton School of the University of Pennsylvania.

Andrew Keyt brings more than 25 years of experience advising business families and is an internationally recognized strategist and expert in succession planning. He is the founder of Generation6 and previously founded Keyt Consulting, where he advised family enterprises on succession and strategic planning, family conflict and communication, sibling and cousin teams, and leadership transitions. He has worked extensively with some of the largest enterprising families in the United States.

Andrew served for more than 20 years as Clinical Professor in Family Business and Executive Director of the Loyola University Chicago Family Business Center. He also served as President and a Board member of the Family Business Network – United States (FBN-USA) from 1998 to 2020.

A recipient of the Family Firm Institute Interdisciplinary Award, Andrew is a published author, speaker, and contributor to more than 100 articles. His book, Myths and Mortals: Family Business Leadership and Succession Planning, explores how new family business leaders can establish credibility and lead authentically.

Andrew holds an Executive MBA for Families in Business, an M.S. in Marital and Family Therapy, and a B.A. in Psychology. He is based in Chicago.

Miguel López de Silanes Gómez has more than 25 years of experience as an entrepreneur, investor, educator, and advisor to enterprising families and family offices across Europe, the U.S., and Latin America. His career has spanned strategy consulting at Bain & Company, wealth management and investment banking at UBS, and the management of a family office for a leading Spanish real estate family.

Since 2017, Miguel has served as International Market Leader at Family Office Exchange (FOX), where he works with families on governance, next-generation education, family office strategy, investments, and risk and opportunity management. He also serves on the Board of a Spanish family office with an industrial operating business and on the Investment Committee of another family office.

Miguel is an experienced educator and advisor on responsible ownership, governance, strategy, leadership, family offices, and wealth management. He holds a BA in Business and Economics from Universidad Pontificia Comillas and an MBA from Harvard Business School.

Leon Morgenstern is Executive Director of Captiva Containers, a family-owned and operated manufacturer of rigid PET packaging serving the food, beverage, nutraceutical and household industries. 

As a young entrepreneur, he helped launch the venture alongside his family and has spent the past decade building it from the ground up. Growing Captiva into a one-stop packaging partner spanning production, decoration, warehousing, and logistics, and scaling operations to more than 25 production lines and over 130 employees. His journey reflects the balance at the heart of any enduring family enterprise: carrying forward the values the family business was founded on while making the choices that secure its future, building a customer-focused, high-performance culture across generations. 

Richard L. (Rick) Roeding, Jr. is a seasoned family office executive and advisor with more than four decades of experience in investment management, governance, and multigenerational wealth strategy. He spent 34 years as President of Summer Hill, Inc., the multi-billion-dollar family office of the Richard T. Farmer family, founder of Cintas Corporation. During his tenure, he grew the organization from a two-person operation into a sophisticated enterprise serving three generations and 46 family members, overseeing investment management, estate and tax planning, private equity, real estate, and philanthropy. He also played a central role in developing governance frameworks, succession plans, and diversified investment strategies supporting long-term growth and family continuity.

Since retiring, Rick has continued to advise family offices and family enterprises on governance, organizational design, strategic planning, and continuity. Earlier in his career, he held leadership roles at Fourth Street Capital and Midwest Group of Funds and Arthur Andersen & Co.

A magna cum laude graduate of Xavier University with a BSBA in Accounting and a CPA (inactive), Rick remains active on several family enterprise and private trust company boards.

Dr. Edith Shiro is a licensed clinical psychologist with a private practice in Miami, specializing in trauma, posttraumatic stress (PTSD), and posttraumatic growth (PTG). She works with individuals, couples, and families—including parents, adolescents, and young adults—helping them navigate emotional and life challenges and supporting personal transformation, resilience, and psychological and emotional growth.

Recognized as an expert in posttraumatic growth, Dr. Shiro has conducted extensive research on the aftermath of trauma among diverse populations, including Cambodian refugees, Latin American immigrants, Holocaust survivors, and survivors of violence and abuse. She has also worked directly with refugees and torture survivors, with a particular focus on immigration and acculturation.

Drawing on her research and clinical experience, Dr. Shiro developed a five-stage Posttraumatic Growth model that provides a framework for building resilience, developing coping skills, and finding greater purpose and meaning following adversity.

Born in Venezuela, Dr. Shiro later moved to the United States and earned her master’s and doctoral degrees from Yeshiva University in New York.

Andrew Sykes is the founder and CEO of Habits at Work, a Chicago-based training company that equips teams with conversation skills and habits to boost sales and customer satisfaction. Originally from South Africa, he became the youngest actuary at 22 and built a major healthcare consulting firm. With 25 years in sales, he founded the Behavioral Research and Applied Technology Laboratory (BRATLAB) to study effective habits for high performance. 

He co-authored “The 11th Habit” and teaches Entrepreneurship at Northwestern University's Kellogg School of Management, where he leads the acclaimed course, Entrepreneurial Selling..

Amy Szostak is Director of Family Education and Governance at Northern Trust, with more than 30 years of experience helping multigenerational families navigate wealth transfers. She helps families articulate a collective vision of success, strengthen communication and joint decision-making, and develop a common purpose. Together with Northern Trust’s financial literacy program, her team helps families manage wealth today while cultivating the stewardship skills needed for future generations.

Previously, Amy served as Chief Fiduciary Officer for the Global Family Office Group, overseeing fiduciary clients in the U.S., Cayman Islands, and Bailiwick of Guernsey and developing creative fiduciary solutions.

A frequent speaker and published author on family engagement and fiduciary topics, Amy has presented at the Heckerling Institute, ABA, ALI CLE, and STEP. Her work has appeared in Trusts & Estates, STEP Journal, and other publications, and she received the 2023 Investments & Wealth Institute Governance Insight Award.

Admitted to the Illinois Bar, Amy holds CTFA and CIMA designations and a STEP Certification in International Trust Management. She chairs STEP Chicago and serves on the iMentor Chicago Advisory Board.