Jonathan is the leader of PwC’s Family Enterprises practice serving family businesses and family offices and a member of the US ELT. In his role leading the Global and US family enterprises practice, Jonathan spearheads the strategy, operations, talent development, thought leadership and marketing for the sector. He has published several thought leadership pieces on family governance, strategy and succession for families, which have been included in articles in national and international publications and webcasts. His efforts focus on developing collaborative, trusted and valued relationships with his family clients, anticipating their needs and creating the right approach to help them achieve their family and business goals.

Jonathan is a lead engagement partner to some of the US’s largest family businesses and family offices. In that capacity, he leverages PwC’s extensive global network of partners and works with external advisors (attorneys, family business counselors, trust advisors) as needed to ensure the delivery of innovative solutions to multi-generational family businesses and family offices.

Jonathan has developed extensive experience working with family offices from setting up offices and private trust companies, assessing risk and governance for existing offices and building strategies for multigenerational success. He has significant experience helping owner’s develop initial governance and oversight when transitioning from one generation to the next.

Jonathan is also a guest lecturer and faculty member at the Ward Center for Family Enterprises at the Kellogg School of Management at Northwestern University, Vanderbilt University, and the University of Southern California.

Jonathan’s passion for family enterprises starts with his own commitment to family. His wife, English, is a pediatric cardiologist at Vanderbilt Children’s Hospital and have three girls Laney, Sadie, and Clara.