Stephanie Ellis-Smith is a leader with over 20 years of experience in the non-profit and philanthropic sectors. She is widely known as a highly-analytical, warm, and efficient advisor to mission-driven donors. She has served as a non-profit CEO, a social enterprise COO, foundation trustee, business owner and board member, and community activist. Stephanie has been in every seat at the table and is uniquely qualified to be a thought partner to philanthropic families, individuals and entities. 

Stephanie's leadership inspires people to give with imagination, empirically-based reason, and authentic human connection. She is a Chartered Advisor in Philanthropy (CAP) and an experienced advisor in multi-generational family wealth and philanthropy. 

To connect with Stephanie you may reach her via email on stephanie@philagiving.com

I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here 

Avi Arya is a father of two girls and 6 dogs, a street car racer turned hotelier turned Social Media Influencer. He is named amongst the top 25 influencers by Influencive, ranked as one of the top 100 digital icons of the region by Impact Magazine and credited to create 100 million dollar revenues for his clients.

With over 20+ years of experience, Avi now shares his knowledge about Social Media, Digital Marketing and Revenue Generation. He has delivered talks at various forums in India and overseas some of them being Social Media Camp in Victoria, Arabian Travel Market in Dubai, National Summit of Small Business Digital Marketing in San Diego, Social Media Mastery Conference in Canada where he also won the Best Speaker Award.

I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here 

Mrs. Mercy Edukugho-Aminah,TEP is a passionate Corporate Solicitor, Chartered Secretary & Administrator, Trust & Estate Practitioner (TEP), Governance and Sustainability Enthusiast.Mercy currently manages www.fiduciaryservicesltd.com, a Private Client focused firm located in Lagos, Nigeria and has garnered close to two decades of experience spanning Capital markets, Legal Advisory, Energy, Governance & Compliance, Trust & Estates. This includes advising several HNI and UHNW individuals and families on local and cross border wealth management and private philanthropy.

Mercy, through her firm, Fiduciary Services Ltd, provides structuring and strategy solutions to individuals, families, family owned and owner managed businesses, focusing on asset protection, preservation, sustainability and intergenerational legacies.

To connect with Mercy, you may reach her on LinkedIn: https://www.linkedin.com/in/mercy-aminah-3759a499/?originalSubdomain=ng 

I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here

For over 23 years, Joe has acted as a wealth advisor to business owners and high-net-worth families, providing financial planning and wealth management services to help them Get the Most Life Out of Their Wealth®. On his exit planning podcast, The Ripcord Moment, he showcases the owners and their team of trusted advisors, who have navigated challenges, structured successful deals, and ultimately achieved their perfect landing.

Over the past two years, Joe has been instrumental in developing a unique offering for Morton Wealth that helps business owners and entrepreneurs make smart decisions as they build wealth and financially prepares those who are looking to transition or sell their business in the coming years. By working with business owners, Joe aims to bring resources and planning expertise to help integrate their personal, financial and business aspirations.

Joe has been named as one of the 200 most influential leaders in the Greater San Fernando Valley Region by the San Fernando Valley Business Journal for three consecutive years. He is also the recipient of the Trailblazer Award by the San Fernando Valley Business Journal. He is a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, he is a Certified Exit Planning Advisor, a member of Planning Advisor, a member of ProVisors and the EPI Thought Leadership Council. He currently serves as Founder and President of the Conejo Valley chapter of the Exit Planning Institute, which serves to create a forum where advisors can collaborate to better prepare owners for the successful exit of their business.

Joe is involved in the Boys & Girls Clubs of Greater Conejo Valley, and enjoys playing guitar, practicing Brazilian Jiu Jitsu, reading, and spending time with family.

To connect with Joe you may reach him on 818-591-6219 or jseetoo@mortonwealth.com

I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here 

Michael Scherer is an entrepreneur, advisor, investor, father, and husband. He has decades of experience with business value creation and value-add real estate. Michael is a Strategy and M&A consultant specializing in post-acquisition integration. 

He worked for several large public companies before founding a consulting and advisory services firm. After consulting companies on growth strategies and operational optimizations, he has recently turned to his passion for providing clean, safe, affordable housing. Michael advises individual investors, and he owns private real estate holdings. One of his biggest accomplishments was to create a strategic plan for the City of Detroit’s restructured Planning & Development Department. 

Michael currently serves as an Advisor to the University of Detroit Mercy College of Engineering & Science, and an Advisor to Talamus Health. 

To get in touch with Michael, you may reach him on:

LinkedIn: https://www.linkedin.com/in/michaelscherer1 
Email: mscherer@atlante-co.com 

I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here

Elizabeth supports individual family businesses on their journey towards more harmonious family dynamics, stronger family governance and next generation engagement, integration and education.

Elizabeth founded Avanti Family Business Advisory because she loves working with family businesses and believe family businesses deserve engaged, bespoke and tailored advice to their unique situation. Although some of the challenges may be very similar, no two family businesses are the same, nor should the solutions or their journeys to them be.

To connect with Elizabeth, you may reach her on:

LinkedIn: linkedin.com/in/elizabeth-bagger-3b91453 
Email: elizabeth@avanti-fba.com 
Twitter: https://twitter.com/ElizabethBagger 

I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here 

Ryan Margolin is a business leader and entrepreneur who has sold over $40 million of products globally. Over the course of his career, he has taken on seemingly impossible projects, creating value by looking at them from a different perspective than everyone else. Ryan has worked in more than 15 countries and excels at connecting the dots for success. His expertise lies in his ability to quickly formulate simple, realistic strategies that create value from what others think are dead ends. He currently owns and runs several companies that deal in distribution, wholesale, retail, and e-commerce and earn between 6 and 8 figures a year, respectively.

Having received his master’s degree in Digital Marketing in Dublin, Ireland, he applied all that he had learned to his companies, which resulted in expanding the manufacturing capabilities of one of those businesses tenfold. One of his companies is Professional Hair Labs, which he runs with his brothers and has helped make it one of the top businesses in the industry. In fact, it is the #1 Choice of Hair Replacement Professionals as well as the World Leader in Cosmetic Bonding. 

Established in 1994, Professional Hair Labs manufactures cosmetic bonding adhesives, shampoos, scalp treatments, skincare, and cleansers for the hair and beauty industry. The company was founded to bring safe and effective solutions for non-surgical hair replacement to the market. Since then, it has created the most popular brand of cosmetic bonding adhesives in the market, Ghostbond. Using the same principle and methodologies, Professional Hair Labs now manufactures cosmetic products for many companies globally, including skin care, hair care, body care, self-tanning, sanitizers, etc. For nearly three decades, this business has become a trusted industry leader with manufacturing facilities in Ireland and the US.

LinkedIn: https://www.linkedin.com/in/ryanmargolin/?originalSubdomain=ie 
Website: https://www.prohairlabs.com/ 

I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here 

Marley Watkins is an expert at business structuring, specificically strategic entity creation to create, build and preserve wealth. 

After graduating law school Marley was able to use his past sales experience to work with CT Corporation in an Major Account role. In this role, he was able to manage the entity portfolios of companies with 10 Billion dollars more of revenue.  While serving these entities Marley was able to identify that effective entity structuring is the constant among these billion dollar companies. 

Marley also saw that this level of structuring was not available to the Non- Fortune 100. Thus Simply Structure, LLC was born. Our goal is to educate and empower small business owners, entrepreneurs,  high net worth individuals. athletes and entertainers in the power of Multiple LLC structuring. 

Marley lives in Brooklyn with his amazing wife and two daughters. 

LinkedIn : https://www.linkedin.com/in/marley-jd-watkins/ 
Email: mwatkins@simplystructure.com 
Website: https://www.simplystructure.com/ 

I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here