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Editions

Thanks to Anneleen Michiels and Claudia Astrachan for this issue exploring another lens for encouraging conversations on values and goals before moving clients into technical solutions.

In the second in our October series of articles and podcasts related to the FFI annual conference, we feature an article by 2025 Conference Program Committee member, Patricia Annino.

Today’s FFI Practitioner features a podcast on “Technology, Family Offices, and Investing for the Future” with Aaron Vaccaro, president of Singularity.

This week, we’re pleased to share the most popular editions from the third quarter of 2025!

Thank you to Jamie Yuenger, founder of StoryKeep, for this article, which is a companion piece to the FFI Practitioner podcast episode, “The Power of Narrative in Family Businesses: A Conversation with Jamie Yuenger and Lisabeth Sugahara.”

Thank you to William J. Kambas, Linda B. Meade, Amber Melville-Brown, Doron Goldstein, and Jacopo Liguori for this edition, the third of a periodic series of issues dedicated to topics related to private trust companies.

FFI Practitioner is pleased to feature a podcast conversation with guests Jamie Yuenger from StoryKeep and Lisabeth Sugahara from Fairfield-Maxwell Ltd.

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.

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.

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.

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.

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.

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