Carmen Bianchi

Family Business Associates

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(858) 793-2445 or (858) 922-3155

Our Team

Carmen Bianchi

Carmen Bianchi has been a Family Business Consultant since 1991. She is the founder and director of the EMC Business Forum at San Diego State University, servicing the growth needs of family and closely held businesses. She was the founder of the University of Texas at El Paso Family Business Forum and was the executive director of the Forum. Ms. Bianchi has relocated to the San Diego area and is the founder and a principal of Carmen Bianchi & Associates, a consulting firm in Family Business. She currently teaches in the College of Business at SDSU in the MBA program a class on Family Business Management.

As a family business consultant, Ms. Bianchi has served as a facilitator for family business retreats, facilitator for conflict resolution and an advisor on a variety of strategic business issues. Ms. Bianchi is also an expert in family systems and the relationship between family, business ownership and the professional roles within a family firm.

Ms. Bianchi received national recognition and was elected to be the President 2007-2009 of the Family Firm Institute, the premier organization in the U.S. for professionals specializing in family business and wealth management. She was awarded fellowship status by The Family Firm Institute in recognition of outstanding achievements and contributions to the field of family business advising.

Ms. Bianchi has been invited by numerous national and international organizations to speak on family business issues. She has taught and put on a number of workshops on family business; June 2008 in Santiago Chile, March 2007 in India at the University of Hyderabad, Hyderabad and the Graduate School of Management in Coimbatore, India, the American University of Beirut where she did a 2 day seminar on family business issues and case studies in May 2006 and in October 2006 she presented a 2 day seminar at the Chinese University of Hong Kong. Carmen was invited to South Africa to speak to family businesses involved in agriculture. She worked with numerous South African families on spouse and family issues.

In September 1998, Ms. Bianchi was invited to start a family business forum at the University of Jyvaskyla, Finland where she worked with MBA students on family business issues. At the United States Association for Small Business and Entrepreneurship (USASBE) Conference in February 2000, Carmen Bianchi& Associates was awarded the “Best Workshop Award in Family Business”. In January 2004, Ms. Bianchi was invited by The Business Journal in Fresno to be the keynote speaker at the Annual California Family Business Awards Luncheon.

Ms. Bianchi was born in South Africa where she was brought up in her family’s businesses, Bianchi Hotels, Inc. and Bianchi Investment Corp. She was a financial comptroller of South African Breweries Hotel Division. She speaks six languages, having completed her high school in Florence, Italy and attending the Sorbonne University in Paris. She received both her Bachelor’s and Master’s degrees from the University of Texas, El Paso in Business Administration where she also completed her Masters Degree.

When not consulting to family business, Carmen spends as much time as she can with her family especially the grandchildren. Or she can be found playing tennis or bridge, hiking, bicycling, skiing, running the Metropolitan Opera Regional Auditions, and visiting art galleries and theatre. She serves on several charitable boards in her community.

References available by request.

Associates

As President of Carmen Bianchi Family Business Associates, Carmen takes the lead in finding a way to fulfill your needs. To provide the skills needed for this dynamic, multi-dimensional practice, Carmen calls upon a wide network of specialists and associates, each of whom brings to the table expertise and skills that will be of value to your organization.

Margaret Fischer, has over 25 years of experience consulting with family businesses in the areas of valuation, financial analysis, and planning and strategic financial advisory. She works closely with her clients and their advisors throughout the estate planning process, providing valuations for gift or sale transactions, estate tax reporting, and allocations to trusts. Ms. Fischer’s industry experience includes biotech, communications, energy, manufacturing, professional services, real estate and construction, restaurants, software, technology, private equity, hedge funds and venture capital, among others. She has also worked with non-profit organizations in the health care, education, and software industries.

In addition to her client responsibilities, Ms. Fischer lectures to government agencies, law firms, and the business community on business valuation related topics. She has taught business valuation at the University of California, San Diego Extension. Ms. Fischer received her BS in business with a concentration in finance-real estate from Indiana University’s Kelley School of Business in 1988. She is a member of numerous professional organizations including AITF (Appraisal Issues Task Force), holds the Chartered Financial Analyst and Accredited Senior Appraiser designations, and supplements her education with courses offered by the American Society of Appraisers and Appraisal Institute. Ms. Fischer received the Family Firm Institute’s (FFI) Certificate in Family Business Advising in 2014, and the FFI Advanced Certificate in Family Business Advising in 2016.

Sheldon Derezin, CPA,CFP, With more than 20 years of professional experience from providing litigation support services, serving as the Chief Financial Officer for Waxie Sanitary Supply and sitting on the board of directors for several area non-profits including the San Diego Food Bank, Sheldon brings a wealth of financial services knowledge to Carmen Bianchi Family Business Associates.

Laurent Roux has some 30 years of experience working with families and family offices worldwide. Activities range from strategic wealth management – family legacy and stewardship, family dynamics and organization, family office construction and coordination, and consulting, to international asset management, asset allocation, portfolio management, manager selection, performance reviews, mutual fund administration and global custody.

He was a Director and Managing Director at Pictet & Cie, Private Bankers, Geneva, Switzerland and a number of its international affiliates during his 25 years at his family’s firm. In 2005 he returned to the US and founded Gallatin Wealth Management, a Wyoming LLC. The firm is a wealth management advisory and consultancy whose objective is to act as the trusted advisor, personne de confiance, to a limited number of families, family offices and mfo’s.

Laurent holds a JD degree from California Western School of Law in San Diego (1980), received a BA from the Univ of Colorado with majors in History and Political Science in 1976, and attended the Graduate Institute of International Studies Masters program in Geneva. He was a member of the Cal Western International Law Journal, received several Dean’s Awards and Advocacy Honors Board Awards.

He joined Pictet in 1980, worked in Geneva and London, established and headed Pictet’s Asian presence in Hong Kong in 1986, worked throughout the region nine years, headed the Group’s EU operations in Luxembourg, and returned to Geneva in 1998. His responsibilities there included strategic group projects, single and multi-family office services, coordination of Pictet’s international offices, and more.

Laurent currently is a board member of the Family Firm Institute, advisory board member of the East West Institute – a global conflict prevention think and do tank, and the Jackson Hole Center for Global Affairs. He has spoken at numerous forums in Asia, Europe and the US, and was an advisor/participant in the Far Eastern Economic Review ‘Where To Put Your Money’ Quarterly’s in Asia. He has written several articles on private banking, family wealth management and the concept/role of persons de confiances.

Carolyn E. Kling has been consulting to financial institutions, family businesses, family offices and foundations for over 25 years. Ms. Kling was a judicial court clerk for the Colorado 4th Judicial District Court and began her investment career consulting to Colorado law firm clients. As Regional Director for Chicago based Equity Financial & Management Company, a real estate syndication firm, Ms. Kling consulted to national investment brokerage firms which subsequently led her to the opportunity to lead the financial institutions consulting services for Continental Insurance Corporation Asset Management, a subsidiary of The Continental Insurance Corporation, NY. Following a merger with another insurance company, Ms. Kling joined Putnam Investment Management to successfully build and lead the Western United States financial institutions group and was later hired by Transamerica Asset Management to build and lead a dedicated financial institutions team as President of the Financial Institutions Division. Recognizing the objective value of managing downside risk through privately managed portfolios, Ms. Kling joined the executive management team at Portfolio Management Consultants, Denver, CO a traditionally managed open architecture investment platform for financial institutions. Following a merger with Envestnet, Ms. Kling was one of four managing partners to form Investment Consulting Group (ICG), the first privately owned institutional platform in the US to develop a proprietary customizable investment platform across multi-asset strategies including alternative investments,private equity and hedge funds for investment advisors and qualified investors. Under new private ownership, the name was later changed to Mount Yale Capital.Leveraging the resources of leading global investment firms, Kling Partners provides family owned businesses and family offices with manager search and due diligence, portfolio risk assessment and evaluation across multiple asset classes, portfolio construction, performance monitoring and reporting. Ms. Kling collaborates with client advisors, trust and estate planning attorneys, tax strategists and CPA’s to ensure that a seamless integrated investment plan is implemented to meet specific target and entity objectives.Ms. Kling has earned the AIFA®, Accredited Investment Fiduciary Analyst ™ professional designation from Fiduciary 360 in affiliation with the Center for Fiduciary Studies (CEFEX). She has received formal training in investment fiduciary responsibility and is certified to conduct investment fiduciary assessments of investment stewards, investment advisors and investment managers to determine how efficient their policies and procedures are aligned with the Global Fiduciary Standards of Excellence. Kling Partners is registered in the State of California as a Registered Investment Advisor. Ms. Kling additionally is licensed with the State of California Department of Real Estate and serves on the Board of several non-profits. Ms. Kling is a Founding Endowment Member of the Del Mar Community Foundation, past Treasurer and currently serves as President and Chair of the Board of Directors.

Seth McCutcheon has over 25 years of planning, consulting, facilitating and coaching experience, providing client services in the field of leadership and organizational development. He works with clients to develop strategy and build organizations that deliver exceptional performance and drive strategic direction.
Seth has created customized solutions to complex business challenges and delivered measurable results though assessment, coaching and facilitation of leadership experiences. He has worked extensively in Latin America, Europe, Asia-Pacific, the Middle East and the U.S. He has consulted with companies in the financial services, oil and gas, construction, telecommunication, semi-conductor manufacturing, scientific instruments, and microelectronics industries, helping them to increase their leadership effectiveness, produce stronger business results and achieve better alignment among members of their leadership teams and with their business partners.Previously, Seth was a member of Achieve Global’s Executive Consultant Group, where he took a key role in developing the leadership consulting practice. There he provided consulting and training services to IBM, Hewlett Packard, Nortel, Kraft General Foods, Bell Labs and PepsiCo, to mention a few.
Recently Seth worked with a major global supplier to the semi-conductor industry. He provided assessment, a framework for developmental planning, facilitated custom learning experiences and coached the executives and senior managers to a higher level of leadership effectiveness. In collaboration with the client, he confirmed the impact on productivity and engagement of their functional groups as well as positive changes in lateral relationships between functional executives.
Seth has a BA with honors as well as an MA in Organizational Communication from Auburn University. He is also certified in the Hogan Leadership Assessment suite. Seth lives in San Diego and enjoys boating, tennis and hiking the canyons and hills of southern California. In his spare time, he writes fictions and is forever working on the next “great American novel.”

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