Roxana Balzac Ruiz
Helping families shape their legacies.
About Roxana
Roxana serves families who are taking a values-based approach to legacy building. She spent five years working in-house for a fourth-generation, family-owned conglomerate and has since collaborated with dozens of families through her advisory work.
She brings over 15 years of experience across strategy, operations, and investments, spanning multiple industries and geographies. Her background includes serving as a Partner and COO of a solar financing platform in Mexico, as well as leading business development in Latin America for a top New York law firm. She currently serves on the board of a family-owned business operating in the organic waste sector and on the advisory board of a certified B Corp focused on eliminating single-use plastics across businesses and communities.
Born in San Juan, Puerto Rico, she is an avid reader, cyclist and traveler. She earned her bachelor's degree at Barnard College, Columbia University and has continued her education in the field of regenerative economics through the Capital Institute as well as having obtained a certificate in circular economy from UC Berkeley Extension.
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Strategic Focus Areas
Intergenerational Transitions
Roxana has a keen ability to recognize misalignments that quietly block forward momentum, and to skillfully navigate the often difficult conversations that arise during intergenerational transitions.
She is a trusted resource to families as they work through questions of leadership, governance, ownership, and purpose—helping build durable systems that can carry a legacy forward across generations.
Values Based Investing & Resource Allocation
Emerging generations are increasingly asking how to be responsible stewards of their capital, not only for the future of their families, but for society as a whole.
Roxana works closely with families and wealth holders to understand their unique context, values, and constraints, and to design pragmatic pathways for deploying capital across investments, philanthropy, and other avenues that meet them where they are today and bridge toward where they want to go.
Organizational Transformations
Roxana is an experienced operator and strategist, enabling her to move beyond advising on best practices to actively supporting implementation.
Her work includes setting up and operating family structures, reimagining organizational workflows that have been shaped by multiple generations, and supporting ownership or leadership transitions within operating businesses. She works hand-in-hand with existing teams and, when helpful, brings in trusted external resources to ensure strategic initiatives translate into real-world execution.
Environmental Stewardship
Roxana is particularly passionate about mobilizing resources toward environmental stewardship.
For families and individuals who share this priority, she draws on her operational experience and curated network to help translate aspirations into meaningful action across investments, philanthropic efforts, operations, and long-term planning.
WHAT FAMILIES Have to say…
“Roxana became my trusted sounding board. Never shy to voice her opinions, she combines her profound analytical skills with a strong internal moral compass that guides her decision making.
She’s a deeply empathetic listener who takes in other people’s views in order to create pathways that are more likely to succeed given the alignment she’s able to harness.”
Family Office PRINCIPal (4th Gen)
“We worked with Roxana during a pivotal moment in our family’s succession as we were transitioning away from our operational roles to make more strategic long-term decisions for our operating businesses and investments.
Her work was extraordinary. Not only did she implement a strategic methodology that yielded numerous results, she helped us face head on certain realities of our business that we had deferred tackling for several years.”
Family Office PRINCIPal (4th Gen)
“Roxana has been a source of endless patience as our company experiences the growing pains of a startup that is also a family business. She provides a rational and empathetic voice with a strong understanding of how to build structures and relationships in a healthy manner. I'm blessed to work alongside her and feel that we have a comrade in arms as we work to unlock a regenerative future for our local and global communities."
Family Business Owner (Non-Family Member)
“Roxana is a talented, multifaceted executive who combines the rare mix of strategic thinking, ability to listen, build alignment, elicit trust and supervise flawless execution.”