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.
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.
In this week’s edition of FFI Practitioner, FFI Fellow Patricia Annino explores the impact that the sudden death of a family business leader can have on the entire enterprise.
In this week’s edition of FFI Practitioner, Matthew Erskine discusses the unique qualities and risks of crypto-asset wealth and provides an introduction to the special considerations to be addressed in the transfer of digital assets.
Flexibility is Key to Succession Planning for LGBTQ, Blended Families, Cohabitation, and other Nontraditional Families
Thanks to this week’s contributor, Matthew Erskine, for his article that explores the importance of building flexibility into the estate planning process for advisors working with nontraditional families.
Thanks to Vijay Sathe, Alfredo Enrione, Donna Finley for this week’s edition, which is a case study about how five sisters, who suddenly and unexpectedly inherited their father’s businesses, and how they dealt with the influence of two executors to reach harmonious ownership of the family enterprise.
Thank you to FFI Fellow Ed van de Vijver for this week’s article on the importance of developing a family enterprise ownership strategy that is aligned with the family financiers’ objectives.
Thank you to this week’s contributors, Patricia Annino and Jim Grubman, for concluding our series of articles by presenters at the virtual 2020 FFI Global Conference, October 26-28.
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.
For advisors working with family business clients operating across multiple countries, it is important to keep informed about jurisdictional differences and how they could impact your clients.
Thank you to this week’s contributor, Randy Waesche, for this thought-provoking examination of the influence that money and financial independence can have in the succession process.
This week’s FFI Practitioner examines how advances in science can impact multidisciplinary approaches to family business consulting.
This week’s FFI Practitioner focuses on buy-sell agreements and their role in protecting family enterprise from potential future ownership issues. Thanks to Dan Frosh, this week’s author, for providing an examination of the numerous benefits and features of effective buy-sell agreements within the family enterprise context.
Family business cases can serve as powerful tools to integrate into consulting and educational work with clients. Cases provide an engaging way for family enterprise members to recognize issues similar to the ones they face, helping evaluate potential, less emotionally-charged solutions. To further this publication’s mission to provide readers with practical materials that support their work with multi-generational family enterprises, we are pleased to feature a selection of family business cases previously published in FFI Practitioner.
In many parts of the world, October 31 is Halloween, so we couldn’t resist featuring some topics that might seem scary to approach with your clients. In the spirit of Halloween, here are some spooky editions.
Trust Owned Family Enterprises: Pitfalls and practical suggestions when naming trustees who also serve on Board of Directors: A case study
This week, FFI Practitioner examines the complicated situation occurring when the family enterprise is owned in trust and the trustees simultaneously serve on the Board of Directors. Thank you to Patricia Annino for exploring the numerous issues and conflicts that can arise through the following case study.