Why Creating a Family Investment Policy Can Help Avoid Conflict Down the Line
Thank you to Omar Romman for this FFI Practitioner edition, suggesting that establishing family investment policies with clients can help mitigate conflicts before they start.
FFI Practitioner Articles We Love: GEN Faculty Member Rodolfo Paiz
This issue is the third in our series of “Articles We Love,” curated by GEN faculty members. This week Rodolfo Paiz, GEN 202 faculty member and FFI Fellow, has chosen the articles.
Research Applied: An FBR Précis on “Why and How Do Family Firms Go Public? A Socioemotional Wealth Perspective of IPO”
Thank you to FFI Fellow Rocki-Lee DeWitt for this précis of a December 2024 FBR article entitled “Why and How Do Family Firms Go Public? A Socioemotional Wealth Perspective of IPO.” This précis is the third in the 2025 FBR précis series.
Enhancing Family Investment Governance: Mediation as a Proactive Strategy
Thanks to Paul Edelman and Julia Chu from the Mediation Virtual Study Group for this article describing how mediation, in addition to being a tool for resolving conflict in family enterprise, can also be used as a proactive governance strategy, particularly in the context of long-term investment decision-making.
Launch Your Newsletter: Become a Digital Family Enterprise Advisor
Thank you to this week’s contributor, FFI Fellow Sajjad Hamid, discussing how the use of digital newsletters can help advisors increase their skills in today’s communication environment.
Family Offices Around the World: A Conversation with Mary Duke, Aik-Ping Ng, and Peter Vogel
FFI Practitioner is pleased to feature a podcast conversation with Mary Duke, Aik-Ping Ng, and Peter Vogel about the future of family offices worldwide.
The Inherited Bind: How Differentiation of Self and Invisible Loyalties Can Shape Family Businesses’ Succession
Thank you to Guillermo Salazar, Ritu Julka, and Maria Milanetti from the Systems Thinking Virtual Study Group for this week’s edition.
Instilling Knowledge and Confidence: Why Rising Generation Family Members Need Both Financial Acumen and Personal Empowerment
Thank you to Kristen Heaney and Stephan Lindenthal for this week’s FFI Practitioner discussing peer learning programs as a resource for advisors working with the rising generation.
Advancements in Longevity Research: An Interview with Dr. Kris Verburgh
FFI Practitioner is pleased to feature a podcast conversation with Dr. Kris Verburgh, who presented the keynote at the 2019 Global Conference.
FFI Practitioner: Most Popular Articles from the Second Quarter of 2025
This week, we’re pleased to share the most popular editions from the second quarter of 2025! We hope you’ve been enjoying the issues published in FFI Practitioner so far this year.
Embedded Family Offices in Asia: Why They Happen and Should They Be Avoided
In this week’s FFI Practitioner, FFI Asian Circle Virtual Study Group members Laurent Roux and Kimberly Go discuss embedded family offices—what they are, how they became prevalent among Asian enterprise families, and their risks.
The Family Bank: Some Legal and Fiduciary Perspectives on Deploying Financial Capital
Thanks to William J. Kambas and Linda B. Meade for this article, the second of a periodic series of issues dedicated to topics related to private trust companies.
Building a Culture of Care in Trusts: Part II
The second part of this two-part series by FFI Fellow James E. Hughes, Jr., and Keith Whitaker, commissioned by the James E. Hughes, Jr. Foundation, picks up where Part I ends.
Building a Culture of Care in Trusts: Part I
Thank you to FFI Fellow James E. Hughes, Jr., and Keith Whitaker for this two-part article series, commissioned by the James E. Hughes, Jr. Foundation.
AI Adoption in Family Enterprises: Balancing Innovation with Values
Thank you to Vern Glaser, Jennifer Sloan, and Matt Knight for this week’s FFI Practitioner article about intelligently implementing AI in a family enterprise, with strategies for both family enterprise advisors and their client families.
FFI Practitioner Articles We Love: GEN Faculty Member Natalie McVeigh
This issue is the second in our series of “Articles We Love,” curated by GEN faculty members. This week Natalie McVeigh, GEN 201 Faculty member and FFI Fellow, has chosen the articles.
Getting It “Just Right”: The Goldilocks Zone of Family Board Involvement in Family Firms
Thank you to Peter Jaskiewicz, James G. Combs, Klaus Uhlenbruck, Amlan Datta, and Katrina Barclay for this week’s FFI Practioner issue, a commentary on their research about the effect of family board involvement on family firms.
Working with a Family Business Stuck in Conflict: When to Bring in a Family Business Mediator
Thank you to Susan Kaye and Jack Troast, from the FFI Mediation Virtual Study Group, for this week’s FFI Practitioner issue.
Trust in the Family Enterprise: A Model and a Case Study
As with the April 16 FFI Practitioner issue, today’s article is a conversation starter in which Emily Bouchard and Charles Feltman use a model and a case to open conversations that can repair conflicts and build trust among client families.
Measuring Performance in Family Enterprises: An Interview with Sir Andrew Likierman
FFI Practitioner is pleased to feature a podcast conversation with Sir Andrew Likierman, 2025 recipient of the 2086 Society’s FFI Scholar-in-Residence grant.