WENDY CRAFT

Wendy currently serves as chief of staff of Fulcrum Equities. Previously she has served as COO and council for Favara, LLC (an SFO) and the Schneider FO. Wendy has also served on the advisory council for several family office associations. Wendy won two congressional awards as a leader in the family office space and has spoken on the topic around the world. Currently on the counsel of 1640 Society and Jaboy Productions.

Received her BA degree from Kalamazoo College Missouri and continued her education at Thomas Cooley Law School where she earned her law degree with a concentration in international law. Received the American Jurisprudence Prize Award in Conflict of Laws. She then attended Georgetown University Law School and attained her LL.M. designation in Taxation. A member of several prominent bar associations including New York State, New Jersey State, Westchester County, the Women’s Westchester Bar Association, the Brooklyn Bar, New York County, New York City, New York City Woman’s Bar and the New York State Bar Association Divisions of Real Property, Tax, Intellectual Property. She is also a member of the bar of the U.S Supreme Court.

SHEILA B. DRISCOLL FOUNDATION

Dame Sheila B. Driscoll
CEO, Driscoll Ventures, LLC
Founder, Sheila B. Driscoll Foundation

Dame Sheila B. Driscoll, M.A. is the CEO of Driscoll Ventures LLC and Founder of the Sheila B. Driscoll Foundation whose mission focuses on Women Impact Entertainment (WIE) and People of Determination. In 2013 she became the President and Co-Founder of the Billionaire Foundation where she helped coordinate foundation research work and initiated new introductions between existing family foundations and the research team. She is the great granddaughter of Jeremiah Driscoll, Patriarch of Driscoll’s, who began producing fresh strawberries in California’s Pájaro Valley in 1870. Dame Sheila holds a M.A. in TESOL and is the first woman to be appointed to the Nobel Sustainability Board and Trust. She is a sought-after keynote speaker on Philanthropy and the success of Driscoll Dynasty at Global Wealth Summits and Family Office Events around the world.

Desiree Patno

Desiree Patno, Founder NAWRB.com

Visionary Strategist, Global Speaker & Multi-Media Publisher:

Focus on the unity of the Family/s offers Sustainability and Growth. Patno brings Intersectionality and Intergenerational with a Gender Lens to the Family Offices.

Speaker: Gender and Sustainability (ICOGAS) on the margins of the 72^nd United Nations Assembly, Women in Blockchain, Family Offices, Real Estate, Opportunity Zones, Federal Reserve, MBA, SBA OMWI, FDIC

Patno has over 30 years of providing diverse opportunities, development, and implementation of workforce with government oversight and supplier diversity standards for the multi-trillion dollar housing sector and real estate ecosystem.

Contributor to the First FHFA OMWI Strategic Plan, Department of Labor & National Environmental Policy Act. 2010 First to Publication and Action for Offices of Minority & Women Inclusion part of Section 342 of Dodd Frank.

2017 Highest-Ranking Woman & 4^th Overall Top Real Estate Influencer to Follow by Enterprenuer.com

Host of Know the Rules of the Game® Vodcast for Better Quality of Life & Technology Human Balance®

Creator of Annual Women Housing Ecosystem Report Six Volumes: DE&I, Real Estate, Business Ownership including Family Office, STEM, Access to Capital, and Aging Population & International NAWRB Magazine in over 70 Countries.

Boards: Women Impacting Public Policy (WIPP), Enterprising Women Advisory Board, Chairwoman NAWRB Diversity & Inclusion Leadership Council, SBA Women-Owned National Resource Partner, NAR Outreach Advisory Council (Second Century Ventures) & AmicusBrain Advisory Council

Olivia Cooper

Axiom Stone, Head of Private Wealth & Family Office

Consultant Lawyer in Private Wealth and Family Office. She has extensive experience in advising ultra-high net worth individuals and families on cross border taxation, corporate trusts, offshore and international succession and life planning, including the setting up and management of single-family offices, private capital placement and private wealth strategy. A pioneer of the newly revised virtual single-family office. As well as acting as CEO for Single Family Offices, she is often called in to advise other Family Offices worldwide on restructuring and educating younger generations.

As a fluent French and Italian speaker Olivia has appeared on French channel MTV discussing economic strategy for the high net worth and ‘French flight’, as well as writing articles for ‘Sole 24 Ore’ explaining UK budgetary changes to legislation and its impact upon international tax planning. Olivia recently completed a TEDx talk on the family office and its ability to connect multiple generations in a proactive manner thereby securing a family’s wealth for future generations as well as providing a platform for ‘patronage investment’ in new and emerging technologies.

Karen Melonie Gould

Karen Melonie Gould
CEO, Gateway2Enterprises

Karen Melonie Gould is the Founder and Rockstar of Raising Investment Globally with our Dream Team and during COVID-19 we raised 10 times. We produce Killer Pitch Decks and documents for our clients and have over 40000 Investors in our ‘DEAL ROOM’ I am an International Speaker/Author, and my sweet spot is Family Offices/UHNWI Investors which compliments my Partners both ex VC Europe and USA. As I am passionate about my ‘sandpit’ which I continue to carve out I look to inspire any Founder to become Great!

Karen is an International Speaker and desires to deliver ‘bespoke’ training programs around the ‘Investment Eco System’ Sweet spot is working with clients raising A Series. Karen has unmeasurable initiative and enthusiasm to build and manage a high-quality deal flow portfolio with outstanding performance of raising investment in 2019. I always work the hours necessary to fulfil my desirable ambitions and that of my clients. Our ‘SANDPIT’ is to PREPARE ALL documents to STRUCTURE and SOURCE to RAISE Investment Globally.

Our Investor Events particularly in the Family Office space has grown due to our London success in 2019 Family Office Summit in July 2019 with over 150 Family Offices attending. in 2021 we will continue with this success and we hope due to #covid our Family Office/UHNWI Investor Events in London will resume in person but until now they will be online.

Karen started out her own Entrepreneur journey back in the 90’s with two successful business one which she created and started in the Dating industry which she took to a £10m turnover within 3 years. The other business was a Training and Business Development Consultancy which had clients from Virgin – and other Top FTSE clients in the UK. Karen was one of the first in the UK to set up in May 2014 her Alternative finance platform which has been outsourced to a leading UK competitor using their technology and relaunched 2017 as an Investment Portal working with Family Offices globally and also offering our Investors Investor Events to network and showcase our own ‘DEAL Flow. In 2021 Our Pitching Events for Founders are online focusing on VC- Family Offices/UHNWI and Angel Investors

Karen Melonie Gould CEO
www.gateway2enterprise.co.uk

Lisa Morris

Lisa Morris, Impact Investor
FORCE Family Office

Lisa is an Entrepreneur, Philanthropist, Broadway Producer, and Impact/Angel Investor. A former Broadway actress, she founded, scaled and sold the entertainment travel company Road Concierge. After the acquisition, Lisa began investing her own funds into a variety of impact investments.

She is an activator with SheEO, a philanthropic venture fund that supports and funds Female Founded companies. She is a member of the NEXUS Impact Society and Top Tier Impact. She supports and consults for a variety of nonprofit organizations, most recently with the Epic Foundation. She sits on the Advisory Board of IKAR Industries, is an Entrepreneur-in- Residence for the NYSERDA climate tech program at Columbia, and she currently serves as Director of Philanthropic Services for the FORCE Family Office.

She is also proud Mom to the most spoiled wiener dog of all time, Mr. Winston Jones.

Marty Dutch, CAP

VP, Director,
Philanthropy Services First Foundation Bank

Ms. Dutch serves as VP, Director for First Foundation’s consulting group. This unique group offers legacy-planning solutions to high net-worth clients. Providing philanthropic planning, foundation administration, and multi-generational consulting to insure family legacy. The team manages over 20 private foundations, facilitates family meetings and advises families in strategic philanthropy.

Launched in 2013 Ms. Dutch led First Foundation’s first corporate social responsibility initiative. “Supporting Our Communities” provides pro-bono consulting for 160+ nonprofit organizations to date, strengthening boards, building capacity, and creating sustainability.

President of Advisors in Philanthropy, USA (AIP), a national organization harnessing relationships with Wealth Managers, CPA’s, Attorneys and nonprofit leaders within the social-impact sector to inspire and educate advisors to increase funding for the nonprofit sector.

Prior to joining First Foundation, Ms. Dutch served as Regional Director with The Heritage Institute. In this role, she guided ultra-high-net-worth families through the multi-generational planning process. Before following her passion for philanthropy into the consulting field, Ms. Dutch spent more than 25 years in marketing and sales for Johnson & Johnson and various promotion agencies in Southern California.

Ms. Dutch is an active member of Orange County’s philanthropic community. She is a founding board member of Orangewood PALS, an auxiliary of Orangewood Children’s Foundation and serves on the Board for the Anaheim Family YMCA, Safe Families Board for Olive Crest, The Actor’s Fund Western Council and advisory board for Child Creativity Lab and Monkey Business Cafe.

Ms. Dutch received a BA in Speech Communications from San Diego State University, Chartered Advisor in Philanthropy® and is a Certified Gallup Strengths Coach.

Debi Wheeler

Philanthropist
Philanthropy and Non Profit Organizations

Debi Wheeler, with her intellect and perception, has a unique insight into the world of private philanthropy. Ms. Wheeler brings a wealth of experience, strategic planning, and expertise to the core of the numerous projects and partnerships she has led during the last decade of her volunteer leadership at the University of Pittsburgh and UPMC in Pittsburgh, Pennsylvania. UPMC is a globally recognized center of excellence in medical care, treating thousands of patients on an annual basis.

As a seasoned philanthropist herself, after several years of advocacy for children’s issues, Ms. Wheeler shifted her interest to exploit the most promising research technologies and therapeutic strategies for concepts and applications in neuroscience, especially, traumatic brain injury, both mild and chronic, as well as neurorehabilitation and product development in neuro-technology. Whether she is discussing the individual work of clinicians and investigators or assisting physicians with contacts in corporate settings, Ms. Wheeler is artful, original, and above all else, effective in her leadership activities.

From the early 1980’s through the last ten years, Ms. Wheeler has worked to increase the understanding among her neighbors in the Somerset community, raising awareness of the continuous needs of children. As she raised her own son, her voice and her interests were unmistakable in all activities and projects related to all children.

A native of Somerset County, Pennsylvania, Ms. Wheeler attended school and married. She knew she wanted to dedicate her life to her family, and her early years were spent exploring the most important subjects: family, relationships, and community. She never shied away from what she describes as “the challenge of family, illness, and the opportunity to serve her community as a volunteer.”

During the last fifteen years, Ms. Wheeler has served on many committees, organization boards, and civic organizational campaigns. She developed strategies, opportunities, and events for community activities that have contributed time, talent, and resources to the institutions for which they were directing their support. Ms. Wheeler is noted for collecting talented and committed civic leaders to help provide leadership, counsel, and initiative for her varied issue areas in philanthropy.

Ms. Wheeler has been recognized in the Pittsburgh community for her leadership in defining challenges confronting disease advocacy groups and has demonstrated a willingness to assist in building national and global partnerships to secure resources for these important research areas. Ms. Wheeler has often mentioned that key to her success has been her ability “to work for anyone and everyone willing to help sick people get well.”

Currently, Ms. Wheeler serves with University of Pittsburgh Brain Institute Advisory Council and supports initiatives associated with the Center for Military Medicine and Research. She is interested in building a global consortium of volunteers to help transition science out of the labs and into patient’s clinical care around the world. She is ready to put herself, her wit, and her heart into the best that medicine can offer.

Ms. Wheeler advises, “We have all had our memories, both personal and professional, of illness and tragedy, but our spirit must not succumb to even the most terrible problems in life. Rather, I believe we must all move forward to comfort and inspire our loved one’s memories to create legacies for future generations.”

She belongs to eight (8) Global Think Tanks/Consortiums focusing on everything from Philanthropy, Industry, Government, Academia, Military, Medical and the Arts.

Ms. Wheeler spends her down time in Lakewood Ranch, FL. She serves as a strategic advisor to both individuals and organizations committed to building philanthropic opportunities both domestically and globally and now also interstellar with all she does for ISS and technology applicable to space.

Delia Passi

Entrepreneur and Founder
WomenCertified and Women’s Choice Awards

Delia Passi is visionary and founder of WomenCertified®, the voice of the female consumer and home of the Women’s Choice Award and OKVera.com. Delia is the nation’s leading authority on building sales and loyalty among women and a leading female consumer advocate. Her launch of the Women’s Choice Award and OKVera.com allows consumers to identify the most trusted services in America who meet the highest standards set by women.

As a former consultant to numerous Fortune 500 companies, Delia advised her clients how to better understand their female consumers, supporting them to increase sales, improve customer service, and gain the loyalty of these hard-earned customers. Her expertise centers on how women shop and buy, what motivates them to select one provider over another, and how sales and service professionals can provide the best experience to women.

Delia is the former Group Publisher of Working Woman and Working Mother Magazines. She began her career in sales with the Xerox Corporation and quickly became one of the company’s top producers, becoming known internally as “The Closer.” It was when she made the switch to selling advertising that she recognized how a specialized approach to marketing to women proved to be more effective. Passi is also the author of Winning the Toughest Customer: The Essential Guide to Selling to Women.

Delia earned her B.A. in Psychology/Business and a certification in education, graduating Magna Cum Laude from the College of New Rochelle in NY, a top rated all girls’ college. She is the proud recipient of the 2016 Top 50 Businesswomen in Florida, a finalist in the Ernst & Young Entrepreneur of the Year and her business is a recipient of the Inc. Magazine’s Fastest Growth Companies for three consecutive years 2015-2017. Delia is most proud of her greatest accomplishment, her three daughters.

Irene Norton, CLU, ChFC, CLTC

Founder, Norton Advisory Group

Irene has been a successful insurance and financial advisor for over thirty years. She specializes in estate planning, business succession planning, and advanced life insurance design planning for successful professionals, entrepreneurs and professional athletes who are in need of income and estate tax minimization strategies.

Prior to forming Norton Advisory Group, she was an associate at PH Robb Legacy Alliance, a high-end insurance advisory firm which primarily focuses on solving the insurance and estate planning needs of the ultra-high net worth client and spent a number of years prior to that at American Business, a similar niche insurance advisory firm here in New York City. She also spent a number of years working with Mass Mutual, New England Life and Connecticut Mutual where she began her career in Boston.

She has periodically been a contributing writer on “Insurance Planning for the Professional” in specialty newsletters. In addition, she has conducted Estate Planning Seminars regarding the use of Trusts and Life Insurance including charitable estate planning strategies.

Irene’s academic credentials include a B.A. in Economics, graduating magna cum laude from Northeastern University. She earned the professional designations of Chartered Life Underwriter(CLU) and Chartered Financial Consultant (ChFC), as well as, a professional degree in the field of Long Term Care, Certified Long Term Care Consultant(CLTC). As a seasoned advisor, she values the importance of being knowledgeable and being able to integrate complex estate and tax planning strategies for her client’s benefit.

Ms. Norton holds Advanced Planning Certificates in Financial Counseling, Personal Tax Planning, and Estate Planning from the Society of Financial Professional’s Master of Science Financial Services program (MSFS). Her strength is in working effectively with her client’s various advisors so that the best course of action is taken by the client.

She is a member of the Society of Financial Services Professionals and the National Association of Life Underwriters, a former Board Member of the NYC Chapter of National Association of Women’s Business Owners, and a former Vestry Member of her church. Irene is married and lives in Chappaqua, NY and enjoys tennis and skiing in her spare time.