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Joanna Gordon Martin, Founder and CEO, Theia Senior Solutions

Joanna Gordon Martin has spent years as a respected entrepreneur, investor and biotech industry executive. She founded Theia Senior Solutions to meet the needs of clients she understands well: adult children facing the decline of a parent’s health while at the peak of their own career and family obligations.

In 2015, Joanna unwound a profitable biotech consulting business, JL Gordon Associates, LLC to build Theia Senior Solutions into a much-needed resource for the management of eldercare. In an industry where others take referral fees and commissions, her strategy with Theia has been to put the client family first and to provide them with an exceptional level of accountability, expertise, warmth, and technological efficiency. She considers it a privilege to be in a place where she can apply her expertise to Theia’s timely and important mission.

Joanna has extensive experience in the life sciences and biotech fields, where private equity and venture capital firms have called upon her to run companies in need of operational leadership.  At the multinational biopharmaceutical Celgene Corporation, she lead Global Marketing for the Hematology Franchise, Celgene’s largest business, helping it grow to a market cap of over $30 billion. At Bristol-Myers Squibb, she held various marketing, sales and management roles across a range of therapeutic areas. Her global campaign of BMS’s Abilify was the most successful launch in BMS history.

With a Bachelor’s degree from Boston College, and an MBA from The Wharton School at the University of Pennsylvania, Joanna has a certification as a CSA from the Society of Certified Senior Advisors. She serves on the Board of Trustees at The Chapin School of Princeton, is an advisor to Tiger Labs and is on the Selection Panel for the Wharton School’s Venture Awards.

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Daisy Medici, Managing Director of Governance and Education, GenSpring Family Offices

Daisy Medici joined GenSpring Family Offices in 2006 and is the Managing Director of Governance and Education. In addition to her primary role, Daisy oversees GenSpring’s Women & Wealth Initiative and is a member of GenSpring’s Leadership Team. For two consecutive years, Daisy has been named as one of The 50 Most Influential Women in Private Wealth by Private Asset Management (PAM) magazine (2015, 2016).

Daisy focuses much of her time developing and administering GenSpring’s proprietary tools and processes specifically designed to help families increase their chances of sustaining wealth over generations. Daisy leads a team of GenSpring professionals skilled in the non-investment components of these processes, who work alongside GenSpring’s advisors as they help client families identify wealth objectives and develop appropriate methods for governing their shared assets.

Daisy is a frequent speaker on the topic of family governance and all that effective governance involves. Among the many topics Daisy addresses are Family Communication, Family Conflict and Recovering Trust, Non-investment Risk Management, as well as the Emotional Impacts of Wealth and the importance of Family Governance & Family Policies in Sustaining Wealth across Generations. Daisy has been a contributing author for Families in Business magazine and was recently published in Family Business magazine.

Daisy brings to GenSpring Family Offices extensive experience in the family business space. Prior to joining the firm, Daisy was a partner at The Roseview Group, an investment banking and family business advisory firm where she worked with client families and focused on new business development and marketing. Prior to Roseview, she was Managing Director of Genus Resources, LLC, a business consultancy catering exclusively to the needs of family enterprises.

Daisy earned her graduate degree in Communications Management at Simmons College in Boston, MA, and is a certified administrator of the Myers Briggs Type Indicator (MBTI). She has been an active member of The Family Firm Institute for many years and served twice as co-chair of their annual conference. Daisy currently co-chairs the Program Committee for the Family Firm Institute’s New England Chapter. In addition to her career, Daisy’s main passion is her large, loving, gregarious family who span the country from coast to coast. Daisy hails from a family who proudly spent five generations in the newspaper business.

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Nicholas Van Brunt, Partner, Sheppard Mullin

Nicholas Van Brunt is a partner in the Business Trial Practice Group, based primarily in the firm’s Century City office and is the Co-Team Leader of the firm's Private Wealth Services Team.

Mr. Van Brunt focuses his practice on resolving disputes over trusts, estates, conservatorships, and other fiduciary matters. A respected member of the Los Angeles legal community, he is known as a pragmatic and effective advocate who seeks to achieve favorable results for his clients through a combination of skillful negotiation, strategic counsel and deft trial work. As such, Mr. Van Brunt has developed an impressive roster of clients who value his discretion, experience and accessible approach to client relations. Whether in the courtroom or at mediation, it is his ability both to advocate passionately and effectively for his clients and to counsel clients compassionately but credibly that has helped him consistently achieve favorable outcomes on their behalves.

As an experienced trusts and estates litigator with a strong background in general business litigation, Mr. Van Brunt has represented corporations, non-profit organizations and individuals in matters large and small, through mediation, settlement negotiation and, when necessary, trial preparation and execution. His typical client matters include will and trust contests, breach of fiduciary duty cases, trustee accounting matters, conservatorship proceedings, and cases involving the intersection between probate law and other legal issues. Mr. Van Brunt also has substantial general business litigation experience, including disputes arising in labor and employment, intellectual property, securities, real estate, professional responsibility matters, judgment collection, bankruptcy matters, and general breach of contract and tort actions.

Mr. Van Brunt is actively engaged in pro bono matters on behalf of both individuals and non-profit organizations and also serves as a Probate Settlement Officer with the Los Angeles County Superior Court’s Pro Bono Probate Settlement Program, offered through the San Fernando Valley Bar Association.