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Our Aspen Family Business Associates

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Burak Kocer | David Bork | Donnel Nunes | Shelley Taylor | Jonathan Magidovitch


 


 

Burak Kocer, PhD
International Associate, Aspen Family Business Group

Burak is the Managing Director of Koçer Consult, a boutique consultancy firm exclusively focusing on corporate governance and governance services for families in business. He works with family business owners in developing strategies, structures and policies to transform their business and assets to serve the Shared Vision of the family.

In addition to his advisory roles, he is currently running a family office established by the shareholders of a major family business in Turkey. Since 2019, he is a board member at a privately-held industrial holding company, operating in transportation and construction materials sectors.

Between 2012 and 2018, Burak has served as an independent board member at Bosch Fren, a Robert Bosch Group subsidiary in Turkey and Federal-Mogul Izmit, a Turkish American Joint Venture, both listed on Borsa Istanbul.

Between 2016 and 2019 he undertook the Local Corporate Governance Expert role under an international consortium to serve the Capital Markets Board, the regulatory authority in Turkey, in designing the corporate governance reporting and monitoring framework in the country.

He authored two books and various articles on corporate governance and family business subjects. His first book “Boards of Directors as an Internal Governance Mechanism” was published in 2005 by the Capital Markets Board in Ankara and his second book “Bridge of Wealth: Transfer of Wealth to Next Generations” was published in 2012 in Istanbul.

Since 2019, he is serving as a board member at the Corporate Governance Association of Turkey, responsible for the family business working group.

Graduated from Istanbul University, Faculty of Business Administration in 1998, Burak completed his MBA at Ball State University Miller College of Business, Indiana in 2000. He received his PhD from Istanbul University in 2005 in the field of organizational theory.

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David Bork
Founder Emeritas

David Bork is an original pioneer in the field of family business consulting and is among the world’s leaders in counseling family businesses. Since 1968, he has assisted over 400 families in charting their way through every imaginable family business issue.

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Donnel Nunes
 

Donnel Nunes, PhD
Associate, Aspen Family Business Group

Donnel is a behavior and social learning specialist who brings more than 15 years of experience to his work with families in business. His focus is facilitating engagements that present opportunities for clients to strengthen their ability to share and receive knowledge. With ongoing consideration for the client’s zone of proximal development, he designs and orchestrates interactions where learning goals are targeted and within reach of individuals and teams. Donnel helps families in business to build the capacity to lean into discomfort and conflict, accept the past, and renew the potential for the future.

As Donnel’s clients broaden their skills related to communication, emotional safety, and trust, he provides ongoing support to promote an enduring culture of learning and personal discovery between members. Using strategically aligned educational experiences that employ best practices from family business advising, social learning theory, mentoring, and performance psychology, clients will be provided with the foundation and tools to transform their family and business into communities of learning.

Some of the areas where Donnel can provide support:

  • Succession planning
  • Mentoring between family members
  • Mentoring between employees
  • Professional development of rising generations, key family members, managers, and teams
  • Family teamwork and communication
  • Family education
  • Meeting facilitation
  • Family governance
  • Organizational change
  • Organizational process mapping
  • Capturing and transferring organizational knowledge

In 2018, Donnel received his PhD in Educational Psychology, with a cognate in organizational behavior, from the University of Hawaii, Manoa. His research focused on mentoring between family members. He also holds a master’s degree in Counseling Psychology from Chaminade University and is a licensed mental health counselor in the State of Hawaii.

In addition to his work with the Aspen Family Business Group, Donnel maintains a Hawaii-based consulting practice, PVA Knowledge Group, and is the regional associate of Coaching and Mentoring International (CMI). CMI is a European based consultancy that specializes in mentoring program development, implementation, and training.

Since completing his PhD, Donnel has continued his research on familial mentoring with a focus on the knowledge transfer knowledge and the perpetuation of legacy across generations. He has authored chapters for two international handbooks, by SAGE (2017) and Routledge (2018), on the topic of familial mentoring (mentoring that takes place between family members). He regularly speaks at national and international conferences on topics related to behavior, education, and mentoring.

Donnel has lived in Hawaii since 1997, and currently resides on the island of Oahu with his wife and young son. He is an active member of the watersport community and enjoys finding ways to integrate performance and sport psychology into his work with clients.

You can contact Donnel at...
emailwebsite

 

 

 

Shelley M Taylor
 

Shelley M. Taylor
Associate, Aspen Family Business Group

Shelley Taylor is a Family Business Advisor who works with business-owning families on matters pertaining to governance, structure, role clarity, next generation development, generational transitions, and family councils. Shelley is an astute listener and a strategic thinker who fosters collaboration and promotes understanding and appreciation of the varied perspectives inherent in multi-generational families.

In 2018, Shelley became an Associate with the Aspen Family Business Group. Until December 2017, she was the Peer Forum Director at the Institute for Entrepreneurial Excellence (IEE) at the University of Pittsburgh where she has worked since 2000, previously serving as both Education Program Director and Membership Director. Shelley continues her affiliation with the IEE as their Family Business Consultant.

Shelley is the Family Council Chair for ABARTA, Inc., a third and fourth generation family business that owns and operates the tenth largest Coca-Cola distribution company in the United States. The owning family of ABARTA began its strategic family process in 1990 prior to the leadership and ownership transition from the second to third generation. The family process is currently focused on education and development of the fourth generation.

She is an independent director for c3controls, a private family business in Beaver, PA; is a former Chair and currently serves on the board of the Pittsburgh Ballet Theatre; and is past Chair and a board member of the Adams Foundation, a family philanthropy. Shelley graduated from Cornell University ('83 Linguistics, with Distinction). She and her husband Jim Taylor are the proud parents of three adult daughters.

You can contact Shelley through our contact form.

 

 

 

Jonathan Magidovitch
 

Jonathan Magidovitch
International Associate, Aspen Family Business Group

Jonathan advises family businesses in both the US and Israel. He consults with families in business on goal setting, role development, governance, communication, transition, leadership and culture building. He has worked in a variety of industries including manufacturing, high tech, food service, law offices and charitable institutions. In all he is a keen observer and helps his clients gain insight they can act on.

For over 20 years, Jonathan served as a congregational rabbi. Helping families through significant transitions was central to his service. He served as a founding board member of the Cardinal Bernardin Center at Spertus College and for Southeast Lake County Faith in Action. He served on national and regional boards for AIPAC. He is currently president of Yedid Nefesh Congregation.

Jonathan has a Masters degree from the University of Virginia in Educational Measurement and both a Masters in Hebrew Letters and Doctor of Divinity from Hebrew Union College where he also received rabbinic ordination. Concurrently, he received clinical training in counseling at the University of Cincinnati.

Jonathan draws upon his experience counseling families and from the wisdom of traditional texts in his work with family businesses. His experience includes having grown up as a third generation member of his grandfather’s business which included land development, an architecture firm and rebar and concrete companies.

Jonathan and his wife Shana own and manage a land development business, Ada 13, Ltd. They have two sons. The elder is studying architecture, and the younger music composition.

You can contact Jonathan through our contact form.

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