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.