Year-End Tax Planning Considerations for Families with Property Interests in the US
As the end of the year is quickly approaching, this week’s contributor, Matthew Erskine, provides a checklist of tax planning items for family enterprise clients to consider.
Family Charters: Strengthening Bonds and Building Legacy
Thank you to this week’s contributor, Sally Woodford, for her article exploring the many ways a family charter can help provide family enterprise clients with a foundation to strengthen family unity and sustain multigenerational success.
Family Business Leadership 360 Assessments: Case studies on the art of experience and the science of data-driven decision making
Thanks to Doug Gray and FFI Fellow Natalie McVeigh for providing two case studies about how they utilize 360 assessments to provide comprehensive and objective feedback to family business leaders and to evaluate potential next generation successors.
FFI Practitioner: Family Enterprise Communication
Among the most universal topics addressed by advisors is the need to improve communication practices of family enterprise clients.
Applied Research on the Role of Wives and Mothers in the Family Enterprise: A curated edition of FBR articles
This week, we are pleased to feature a curated edition by Patricia Annino, FFI Fellow and founding member of the 2086 Society.
Celebrating 100 Years: How Pitcairn evolved from a 19th century operating company to a 21st century multi-family office
Today, we’re featuring an interview and a podcast with Dirk Junge, former CEO and Executive Chairman of the Pitcairn board, and Leslie Voth, currently Chairman, CEO and President of Pitcairn.
Neus Feliu Receives the 2023 FFI Richard Beckhard Practice Award
FFI Practitioner is pleased to feature a podcast discussion with Neus Feliu, the recipient of the 2023 Richard Beckhard Practice Award.
FFI Practitioner: Doug Baumoel receives the 2023 FFI Interdisciplinary Award
FFI Practitioner is pleased to feature a podcast discussion with Doug Baumoel, the recipient of the 2023 FFI Interdisciplinary Award.
The Manifestations of Money in the Business Family: An interview with Claudia Astrachan, Anneleen Michiels, and Randy Waesche
FFI Practitioner is pleased to feature a podcast discussion with Claudia Astrachan, Anneleen Michiels, and Randy Waesche.
FFI Practitioner: Most Popular Articles from the Third Quarter of 2023
We hope you’ve been enjoying the articles and podcasts published in FFI Practitioner so far this year. As September is drawing to a close, it’s once again time to look back at the most popular editions from the last quarter!
Adam Ifshin and Rocki-Lee DeWitt: Evolving the Entrepreneurial Culture in a Changing Talent Landscape
FFI Practitioner is pleased to host Adam Ifshin, CEO of DLC Management, and Rocki-Lee DeWitt, Professor of Management in the Grossman School of Business at the University of Vermont, in a conversation based on their upcoming session at the FFI Global Conference in New York, October 25-27.
Chief Emotional Officers in Asia’s Collectivist Cultures
Thanks to the FFI Asian Circle Virtual Study Group members, Linda Salim and Kimberly Go for this week’s edition that examines the important role of the Chief Emotional Officer (CEO) in Asian family enterprises.
Research Applied: FBR Précis on the use of Generation as Rhetorical History in Family Business
Thank you to this week’s contributor, Louisa Diana Brunner, for sharing her précis of “Talking About (My) Generation: The Use of Generation as Rhetorical History in Family Business” – an article that appears in the March 2023 issue of FBR.
Summer Ruminations: The Path to Success
In this week’s edition of FFI Practitioner, Ricardo Mejia shares his ruminations about the benefits of walking in nature to unleash creativity.
FFI Practitioner: NextGen Development and Intergenerational Communication
Effectively preparing members of the next generation for a variety of diverse roles within the family enterprise is necessary to ensuring the multigenerational success of the family and its business activities.
Using AI to Draft Estate Plans: Some caveats for family enterprises and their advisors
With the growing popularity and continued evolution of AI platforms, such as ChatGPT, increased questions have been raised about their ability to complete more complex functions.
Rising to the Occasion: Next-Generation Leadership Building in Indian Family Businesses
Thank you to the FFI Asian Circle Virtual Study Group and to Navneet Bhatnagar for this week’s FFI Practitioner edition, which explores the importance of taking a deliberate approach to developing next-generation family enterprise leaders.
FFI Practitioner Articles We Love: Farida El Agamy and Ramia El Agamy Khan of Tharawat Magazine
This week we are pleased to continue our series of guest curated FFI Practitioner articles with Farida El Agamy and Ramia El Agamy Khan, sisters and editors of Tharawat Magazine.
The Fantasy of Happiness
Thanks to FFI Fellow Guillermo Salazar for this thought-provoking reflection on “happiness” and how the concept of “dysfunction” can play out in the consulting process.
Education and Development: Preparing NextGen members for family enterprise ownership
What should family enterprise clients do to help ensure members of the next generation are prepared to assume ownership of the enterprise when the time comes?