Family Office Advisory Services

As a member of a family office that has invested in the business of owning and operating a winery and vineyard, my ancillary role as an onlooking counselor made me interested as much in the business of a family office as in the wine industry in which I developed a personal interest.  In 2023, I took on the role of interim Chairman/CEO to develop and pursue a strategic plan for growing the business and transferring it to new ownership.  Working with family and former partners requires different negotiating skills that are worth my time to hone them and use them purposefully.

Upon leaving the hallowed halls of the law firm she loved for more than 35 years, Kathy saw the possibilities for turbo-charging Bryn Mawr’s growth. As Co-Chair and Co-CEO, she has put a sharp focus on strategic planning, business development and personnel management. She recognized that everyone running a business is in need of risk management skills to succeed at the highest levels, and believed that her experience in the challenging industry of healthcare had taught her many good lessons. Equally important, she has a long-term plan to enjoy life in new ways once she completes the necessary succession plan to allow a legacy both for her and her husband. Thus, her biggest challenge and opportunity is a function of all three of her children being interested in making a whopping success of the business in the long term. Toward that end, she relies upon the family’s shared values and passion for excellence as the underpinnings for a business that will allow any or all of them to engage in lives well lived.