World-renowned Mediator,

advisor & director.

About Andy

Andy is globally sought out as a trusted advisor, mediator, and director. He has worked extensively with clients who are business owners, mediated hundreds of problems/disputes to resolution, and served on over 25 boards as a trusted advisor or director. He has four decades of experience of personally owning a family business, managing family offices, advising families who have family offices/ family businesses as well as personally managing small to very large teams and businesses.

Qualified , but now retired from practice,as a Chartered Accountant in the UK (FCA-R) and a Certified Public Accountant (CPA-R) in the USA, he practiced for almost three decades with Arthur Andersen, then gathered years of experience as a private banker as CEO of HSBC Private Bank in Southern California, as a board director of East-West Bank and as the senior executive/adviser at several substantial single-family offices for well over a decade

Andy is also certified as a civil/commercial disputes mediator by The State Bar of California and The Florida Bar.

He has Masters and Doctoral degrees in Human Development and Professional Coaching from the International University of Professional Studies, with an undergraduate degree in economics from the London School of Economics.

His qualifications, academic studies, his body of work as an author, as well as his business and life experiences, have all amplified how Andy applies his knowledge to deliver value.

He has written and spoken widely on:

  • The Family Office - How to develop, organize and operate efficiently

  • Family Business Governance- Family board advisory services to integrate the family, achieve
    effective communications and role development for the business, family, and philanthropic
    pursuits

  • Family Business Education-Developing younger adults in the skills, traits, and tools to
    assume greater responsibilities in the  family business and within the family culture

  • Family Business Mediation- Resolving relationship conflicts, business disputes and
    facilitating trust through communication

  • Family Business challenges - Consulting focused on problem-solving and
    decision making relating to financial, business, and people problems and disputes.

Three Bridges

Adulthood is Easy Until Life Intervenes

Andy has authored several books , however this one is specifically about navigating adulthood, enhancing your well-being and addressing your life, especially midlife., which was the focus of his substantial doctoral dissertation This book guides you through the unpredictable, inevitable setbacks of life faced by all of us ; both individually, within a family or in a business and the subject matter is illustrated with the help of his three metaphorical bridges spanning the course of a human lifetime.