JAMES E - Key Persons


Anne D'Andrea

Job Titles:
  • Archivist

Catherine Rollhaus

Job Titles:
  • Executive Director

Christian Stewart

Job Titles:
  • Advisor
  • Fellow of the Family Firm Institute
Christian is an independent family advisor based in Hong Kong. He assists family enterprises and family offices in Asia and Australia with family governance, ownership succession, learning & development. He facilitates family meetings and helps families to form and implement family councils, build collaborative skills, address conflicts and develop their own family governance system. He also acts as an outsourced Chief Learning Officer, assisting with family learning and development. Christian originally practiced as a solicitor in South Australia, moving to Hong Kong in 1994 and joining PricewaterhouseCoopers, becoming a partner and head of their Trust & Private Client Group. In 2002 he joined JPMorgan Private Bank to head their Wealth Advisory team for Asia, before forming Family Legacy Asia in 2008. Christian is a Fellow of the Family Firm Institute ("FFI"), and the recipient of the FFI's 2021 Interdisciplinary Practice Award, and the recipient of the Wealth Briefing Asia 2017 Award for Leading Individual Advisor. Christian is married and has two daughters and a son. For more information see www.familylegacyasia.com

James (Jay) E. Hughes

Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family - The Compact Among Generations, both published by Bloomberg Press, and is the co-author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Family Wealth, all published by John Wiley & Sons and is a co- author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors. In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com. He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day. He is a current active Fellow of Wise Counsel Research Foundation a Boston based think tank providing qualitative advice to families who seek to avoid the shirt sleeves proverb and to help their families flourish. He is a member of the Advisory Board of Arlington Partners, the Chair Emeritus and Chair of Distribution and Beneficiary Life Enhancement Committee of Lineage Trust Company, a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, Founding Member of the Collaboration for Family Flourishing, a Laureate of the Purposeful Planning Institute, Director of the Learning Courage Foundation, Standing Committee Member of the HS2 Foundation, Emeritus Trustee of The Far Brook School, Emeritus Trustee of Prescott College, former Trustee of the Albert and Mary Lasker Foundation, Board Member of the Hemera Foundation, and Board Member of the Robert H N Ho Family Foundation. He has spoken frequently at numerous international and domestic symposia on the avoidance of the "shirtsleeves to shirtsleeves" proverb and on the dynamic growth of families' human, intellectual, social, spiritual, and financial capitals toward their families' flourishing. Jay Hughes has spent his entire career in service of families looking to find and fulfill their purpose while serving as an invaluable guide to countless family office executives. Through his landmark study of the five capitals and the way they can positively impact the individuals within a family, Jay is committed to shifting the world's understanding of wealth as a financial burden to that of holistic well-being.

Kenneth H. Polk

Job Titles:
  • Founder and Chief Executive Officer of Arlington Family Offices
  • Member of Young President
Kenneth H. Polk is the founder and Chief Executive Officer of Arlington Family Offices, a family-led, legacy-focused boutique firm serving a select group of multi-generational families. Prior to founding Arlington, Ken was a tax consultant with Deloitte where he worked with families and their closely held businesses. Ken graduated from Lipscomb University with a degree in accounting. Before graduating college, he attained the investment securities license. He is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). Ken is a member of Young President's Organization (YPO) and Tiger 21. He serves on the Board for two non-profit organizations focused on leadership development. Ken is married and has four children.

Peter Evans

Job Titles:
  • Advisor
  • Consultant
Advisor, consultant, and speaker to legacy families, family offices, and multigenerational enterprises, Peter Evans helps to create the conditions where affluent families have the greatest chance of flourishing. He has worked with and presented to hundreds of families at family business gatherings and conferences in the USA, Canada, Dominican Republic, Switzerland, England, Spain, Saudi Arabia and Dubai. Peter's primary engagements are long-term as a personne de confiance, helping legacy families sustain their family and business relationships for many generations. This work is in four areas: growing the human capital of the family by investing in the personal development of the next generation; a robust governance system, clear succession plans and successful decision-making; investing in the organization's social capital by building traditions of civic contribution, family philanthropy, and maintaining social and political connections; and finally, ensuring wise stewardship of the financial capital of the enterprise. For 26 years, Peter was involved in many facets of Laird Norton Company LLC, a 7th generation family enterprise. He concluded his tenure as President in 2003. His responsibilities at Laird Norton included the stewardship of the long-held values and traditions of 400+ family members' financial, intellectual, social and human assets. He remains a member of the family and company.