especialistas em consultoria à ef e protocolo...
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Especialistas em Consultoria à EF e Protocolo Familiar – Cambridge Institute Página 1 Associação das EFs – Rua Castilho 13 D. 3.º A 1250-066 Lisboa | www.empresasfamiliares.pt | Tel. 213 466 088
Especialistas em Consultoria à EF e Protocolo Familiar
Helena McDonnell e Magda Gabriel
Especialistas em Consultoria à EF e Protocolo Familiar – Cambridge Institute Página 2 Associação das EFs – Rua Castilho 13 D. 3.º A 1250-066 Lisboa | www.empresasfamiliares.pt | Tel. 213 466 088
Especialistas em Consultoria à EF e Protocolo Familiar – Cambridge Institute Página 3 Associação das EFs – Rua Castilho 13 D. 3.º A 1250-066 Lisboa | www.empresasfamiliares.pt | Tel. 213 466 088
Especialistas em Consultoria à EF e Protocolo Familiar – Cambridge Institute Página 4 Associação das EFs – Rua Castilho 13 D. 3.º A 1250-066 Lisboa | www.empresasfamiliares.pt | Tel. 213 466 088
Especialistas em Consultoria à EF e Protocolo Familiar – Cambridge Institute Página 5 Associação das EFs – Rua Castilho 13 D. 3.º A 1250-066 Lisboa | www.empresasfamiliares.pt | Tel. 213 466 088
Especialistas em Consultoria à EF e Protocolo Familiar – Cambridge Institute Página 6 Associação das EFs – Rua Castilho 13 D. 3.º A 1250-066 Lisboa | www.empresasfamiliares.pt | Tel. 213 466 088
Especialistas em Consultoria à EF e Protocolo Familiar – Cambridge Institute Página 7 Associação das EFs – Rua Castilho 13 D. 3.º A 1250-066 Lisboa | www.empresasfamiliares.pt | Tel. 213 466 088
Equipa
Especialistas em Consultoria à EF e Protocolo Familiar – Cambridge Institute Página 8 Associação das EFs – Rua Castilho 13 D. 3.º A 1250-066 Lisboa | www.empresasfamiliares.pt | Tel. 213 466 088
Especialistas para este projecto
HELENA F. MCDONNELL
Helena F. McDonnell is a Partner at Cambridge Advisors to Family Enterprise specializing
in family strategic planning and with expertise in organizational assessments, executive
coaching and wealth management.
She has been working with John A. Davis and various teams within Cambridge Advisors
as a consultant to family-owned companies and family offices on issues such as
succession; talent recruitment and retention; and family, ownership, and business
governance. She has also served as facilitator for the Families in Business (FIB) program
at Harvard Business School.
Prior to joining Cambridge Advisors Ms. McDonnell was the Head of Private Banking at
HSBC Bank Brazil, where she was responsible for domestic and international platform for
Brazilian clients. In her previous role as Head of Latin America at Royal Bank of Canada,
she supervised offices in Brazil, Argentina, Uruguay, and Venezuela.
Ms. McDonnell was previously an HR director for a Brazilian family-owned company for
several years. She later moved to DBM Brazil, where she was coaching and counseling
executives. She was also a partner at Spencer & Stuart, where she conducted several
assessment and executive search processes for the recruitment of CEOs and board
directors for large companies.
Ms. McDonnell graduated in Psychology by UNIP and attended the Leadership Program
in INSEAD. She has also pursued additional studies in Finance, Capital Markets, and
Marketing. Ms. McDonnell speaks Portuguese (native) and is fluent in English and
Spanish.
Especialistas em Consultoria à EF e Protocolo Familiar – Cambridge Institute Página 9 Associação das EFs – Rua Castilho 13 D. 3.º A 1250-066 Lisboa | www.empresasfamiliares.pt | Tel. 213 466 088
Magda Gabriel - Senior Associate Partner, Cambridge Advisors to Family Enterprise
Magda Gabriel is Senior Associate Partner at Cambridge Advisors to Family Enterprise. She
has spent her career in banking in Switzerland. After many years of advising family clients in
private banking, she turned her focus to advising business families on family enterprise
continuity over generations. She assists business families with their governance, next
generation development, succession transitions, family offices and financial planning. She is a
Family Facilitator at Harvard Business School’s executive education program Families in
Business: From Generation to Generation, which examines pivotal issues facing family
businesses.
Ms. Gabriel began her banking career at UBS in Zurich, followed by Nordfinanz Bank where
she worked in commercial banking. She began her work in private banking in 1994 at
Rothschild Bank in Zurich. In 2001, she joined HSBC Private Bank as Head of the Zurich Latin
American Desk. In 2011, Ms. Gabriel became the Head of the LATAM Business Area in
Switzerland and Luxembourg and was a Member of the Executive Committee. She also acted
as Chairman for the Swiss Trust Company at HSBC.
Ms. Gabriel earned her BA in Business Administration and Economics Science in Rio de
Janeiro, Brazil and her MBA from the University of Rhode Island. She is fluent in English,
Spanish, Portuguese, and German.
Contactos
Helena Freire McDonnell
Cambridge Advisors to Family Enterprise
Rua Joaquim Floriano, 888 cj 1205
04534-003 São Paulo- SP - Brasil
+55 11 30781353 - +55 11 96843-4151
www.cambridge-afe.com