Our Team

Dennis Jaffe works with multigenerational families to develop governance practices and the capability of next generation leadership, and to develop the capability of financial organizations and family offices to serve their family clients. He is conducting a study of long-term family enterprises, resulting in the working papers, “Good Fortune: Building a Hundred Year Family Enterprise,” and “Best Practices of Successful, Global, Multi-Generational Family Enterprises.” He is now in third phase of that project, interviewing 100 hundred-year-old global families. Also active in nonprofit governance, Dennis has served on the boards of the World Business Academy, Saybrook University, and the Center for Mind-Body Medicine, and as President of the Association of Humanistic Psychology.

Jim Kouzes is the coauthor with Barry Posner of the award-winning and best-selling book, The Leadership Challenge. He’s also the Dean’s Executive Professor of Leadership at the Leavey School of Business, Santa Clara University. Jim is the 2010 recipient of the Thought Leadership Award from the Instructional Systems Association, and for four years in a row he was named to HR Magazine’s Most Influential International Thinkers. The Wall Street Journal cited Jim as one of the twelve best executive educators in the US. A popular speaker and seminar leader, Jim’s clients have included: Accenture, AT&T, Charles Schwab, Cisco Systems, HSBC, Johnson & Johnson, 3M, Microsoft, Toyota, and Wells Fargo.

Larry Mills is the founder of Holt Development Services, Inc., and Executive Vice President of the Holt Companies. He brings a practical business sense to the training and development arena, and has worked with Dr. Ken Blanchard to develop a Values Based Leadership approach to business. Larry serves on the Board of Directors for the San Antonio Spurs, LLC, Clarity Child Guidance Center, and Children’s Hospital of San Antonio Foundation.

David Bork pioneered the integration of Family Systems Theory with sound business practice in his career as a family business consultant. His profile of the families who practice constructive behaviors – who remain positively connected and successful in business – has been researched and validated by objective, university-based studies. In his practice, he encourages clients to take the long view in their business planning, a strategy that has served them very well. David’s level of expertise is balanced by his modest, friendly, and approachable style. He has worked with clients in multiple countries on six continents and loves to find the best local coffee shop in each of the places he visits.

Beena Sharma is widely recognized for her achievements in successfully conceptualizing, developing, and delivering systemic Leadership Development efforts. She is Founder and President of the Center for Leadership Maturity, a global service enterprise committed to facilitating vertical development in individuals, teams, and organizations, and Founder of the Institute for Polarities and Paradox. Beena is a core faculty member at the Polarity Mastery Program. She is trained in using Real Time Strategic Change (RTSC) methodologies, is a certified Action Learning Team Coach and has led several projects in leadership development using Action Reflection Learning (ARL) as an associate consultant with LIM LLC, and on the faculty at the Center for Creative Leadership (CCL).