Lisa M. Morel

Consultant

morel@thefbcg.com
P: 809.851.0841

Areas of Expertise

  • Family Governance
  • Family Employment Policies
  • Board Development
  • Ownership Alignment
  • Ownership Transition
  • Succession Planning

Families in business are different and require a unique approach in order to continue build the foundations of a legacy that lasts from generation to generation.

Lisa M. Morel

Lisa is a consultant with The Family Business Consulting Group where she works with business-owning families in planning and organizing for growth and generational transitions in a united way.

Her work is focused on the areas of family and corporate governance, by designing and implementing structures that allow for effective decision-making processes. She has guided families to develop family charters, implement family councils, build corporate boards with independent directors, draft policies for succession planning and develop the next-gen.

As member of a family business and current vice-president of its foundation, she brings first-hand experience of the challenges and joys of working together as a family in business and navigating multiple roles.

Lisa has worked with clients across Latin America and now the United States. She has been a guest speaker at several international conferences, such as the American Bar Association (ABA) Annual Conference, Campden Wealth Families in Business Conference, the Latin American Private Wealth Summit by Marcus Evans.

Prior to joining FBCG, Lisa successfully led a family business consulting firm in the Dominican Republic, where she received the National Association of Young Business Leaders (ANJE) Outstanding Member Award for her work in promoting family business continuity in the country and invited to join its Board of Directors. Lisa has been included in the ranking of Mercado Magazine’s Top Forty Under Forty and among its list of 20 Women Gamechangers.

Education

Lisa is a graduate of Columbia Law School with an LL.M in Corporate and Financial Law. She received an Executive MBA from Barna Management School – IESE and a Master’s in International Business Law from University Pantheón-Assas Paris II.

Honors and Certifications

  • Member Board of Directors, Family Firm Institute
  • Certificate in Family Business Advising, Family Firm Institute
  • New York State Bar Association, admitted to practice law in the State of New York

Personal

Lisa and her husband currently reside in Miami and are the parents of two children.

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