Jill brings over 20 years’ experience and expertise working with families in the US and abroad on family systems, preparing next generations, communicating about wealth, navigating family enterprise transitions, family and business governance and strategic philanthropy. She currently heads Family Governance and Education at Tiedemann Constantia and Tiedemann Advisors.
Jill is a recognized keynote speaker and author. She has been quoted in books such as Wealth of Wisdom, When Your Parents Sign Your Paychecks and Kids, Wealth and Consequences and media such as the Wall Street Journal, Barron’s, and Financial Advisor magazine. She is also an educator with extensive curriculum development experience focused on experiential learning in the areas of financial literacy, investing, wealth preservation, philanthropy, personal and professional development and family governance.
Prior to joining Tiedemann, Jill was Senior Managing Director at Cresset Capital leading the firm’s governance and education practice and prior acted as Managing Director in the Institute for Family Culture at Abbot Downing where she was a family wealth consultant focused on family dynamics, education & governance, family business transitions and social impact analysis. Jill has been on the faculty with Stetson University’s School of Business where she taught courses on family businesses. She also served as an invited faculty member with the University of Pennsylvania’s Wharton Executive Education Wealth Management Program.
Jill holds a both an MBA and a Bachelor of Science in Business Administration from Stetson University.