Lisa M. Morel
Areas of Expertise
- Family Governance
- Family Employment & Nextgen Career Development Programs
- Leadership Development
- Board Development
- Ownership Transitions & Development
- Strategic Succession Planning
- Intergenerational Communication
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.
Resources
Lisa M. Morel
Lisa supports multigenerational families, large ownership groups, family offices, and family enterprise boards, as well as rising family businesses stepping into their first major transitions. With a multidisciplinary foundation in law, business, and systems thinking, she brings a rare blend of structure and depth to her work. Her perspective is shaped by a multicultural life across languages, geographies, and generations—mirroring the diversity of the families she serves.
She’s known for her energy, her ability to connect across generations, and her gift for bringing clarity to complexity. Lisa embraces the conversations others avoid. She believes the family enterprise is one of the richest spaces for growth, healing, legacy, and meaning, and feels honored to do this work.
A sought-after speaker, Lisa has shared her insights at forums like Harvard Business School’s Families in Business Global Conference, Kellogg’s Executive Programs on Family Enterprise and Governance, and the Family Business Network. She brings both presence and precision to every engagement, helping families not only preserve what they’ve built but also evolve it with courage and intention.
Education
Lisa is a graduate of Columbia Law School. She received an Executive MBA from Barna Management School and holds a Master in Droit International des Affaires from University Panthéon Assas, Paris II.
Certifications and Affiliations
- Member of the Board of Directors, Family Firm Institute
- New York State Bar Association, admitted to practice law in the State of New York
- Vice President, South Florida Chapter, Private Directors Association
- Advanced Certificate in Family Business Advising, Family Firm Institute
- Fellow Honoree, Family Firm Institute
Personal
Lisa currently lives in Miami with her husband where they are enjoying being parents to preteens. She is a passionate traveler, an amateur gardener, and speaks Spanish, English, and French.