Thank you to this week’s contributor, Navneet Bhatnagar of the FBR Research Applied Board, for sharing his précis of “Community Socioemotional Wealth: Preservation, Succession, and Farming in Lancaster County, Pennsylvania” – an article that appears in the September 2020 issue of FBR.

Thank you to this week’s contributor, Jim Coutré, for continuing our series of articles by presenters at the virtual 2020 FFI Global Conference, October 26-28.

This week, FFI Practitioner is pleased to continue our series of articles by presenters at the virtual 2020 FFI Global Conference, October 26-28.

Thank you to this week’s contributor, Natasha Pearl, for continuing our series of articles by presenters at the virtual 2020 FFI Global Conference, October 26-28. In her article, Natasha outlines the importance of developing an effective infrastructure as an important element in wealth preservation for family enterprises.

This week’s edition kicks off a series of articles by presenters at the virtual 2020 FFI Global Conference, October 26-28.

This week, we are pleased to share a curated selection of FFI Practitioner editions focusing on the impacts of disruption and adaptation on family enterprises. These articles can serve as examples and tools to incorporate into consulting and educational work with clients, particularly as the COVID-19 crisis continues.

Thanks to Marta Widz and Sameh Abadir from IMD for this article based on the Jebsen & Jessen Family Enterprise story, which illustrates how responsible leadership and early awareness can coalesce to pioneer safety, environmental sustainability, and stewardship strategies and thus lead to impactful social innovation.

This week, we are pleased to share a case study that demonstrates how effective corporate and family governance can help clarify decision-making protocols in family enterprises. Thanks to Roberto Vainrub for sharing this case with practical implications for advisors.

n this week’s issue, contributor Matthew Erskine discusses estate planning measures that can be taken to prepare for the eventuality of a beneficiary’s substance abuse issues.