Starting on the Wrong Foot When Creating Family Offices?
According to this week’s contributor, Jim Coutre of Fidelity Family Office Services, in order to create better family offices, practitioners must be honest about what (or who) may be holding the family office back from delivering the highest value to their clients.
Challenges of Burgeoning Family Offices in Mainland China
This week’s article concludes FFI Practitioner’s month-long series of editions dedicated to topics related to family offices.
Family Offices in a Changed World: Turning risk into opportunity
Thank you to this week’s contributor, Jim Coutre, for continuing FFI Practitioner’s November series of editions on topics related to the family office.
The Family-Focused Office
This week’s article continues FFI Practitioner’s November series on topics related to the family office. Thank you to Scott Peppet for this article that makes the case that effective family offices be invest more time and budget in enterprising families’ most important resource – the family.
Family Office Technology: An interview with Tania Neild
With today’s article, we introduce a month-long series on topics related to the family office. Today’s issue features an interview with Tania Neild by FFI Fellow and board member Mary Duke.
FFI Practitioner: Bilingual articles from the FFI Iberoamérica Virtual Study Group
FFI Practitioner’s mission is to provide thought-provoking analysis, trends, and research for family enterprise professionals on diverse topics from authors around the world.
Thoughts on Singapore’s Appeal as the Asian Hub for Family Offices: Information for advisors
The number of family offices established in Singapore has increased considerably over the past several years.
The Reality of Relevancy in the Family Office System: Exploring forces and key drivers that can affect relevancy
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.
How to Preserve Wealth? The Answer is Infrastructure
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.
Cases for Clients
In this week’s edition, we are pleased to feature a selection of family business cases published in FFI Practitioner earlier this year. These cases can serve as effective tools to incorporate in consulting and educational work with clients and further the FFI Practitioner mission to provide readers with practical materials that support their work with multi-generational family enterprises.
Challenges that Asian Families Face in Developing a Full-service Family Office
This week’s FFI Practitioner edition continues our series of articles written by members of the Editorial Committee. Thank you to Paul Chung, Jeremy Cheng, and Chin Chin Koh for this article examining the challenges confronting Asian families interested in establishing a single family office as well as practical advice for advisors navigating these family office challenges around the world.
The Roles Past, Present, and Future of the Family Office Executive
This week’s FFI Practitioner edition addresses a topic of importance in the field of family enterprise – the family office. In addition to an article examining the history of the role of a family office executive by Annischka Holmes-Moncur, we are pleased to share four global perspectives on this topic as published earlier in FFI Practitioner.
Conversation-Starting Articles to Share with your Clients
One of the primary goals of FFI Practitioner is to provide readers with thought-provoking and practical articles to improve the services they offer to their family enterprise clients and the field in general. To further this mission, this week, we are pleased to feature a selection of articles addressing common topics, across disciplines, that can be used as examples or conversation starters with clients.
Managing Wealth as a Business: A Family Office – to be or not to be?
When should a family begin to think about forming a family office and what factors should they consider when making this decision? Thank you to Iñigo Susaeta, this week’s contributor for continuing FFI Practitioner’s series of articles written in both English and Spanish by members of the FFI IberoAmerican Virtual Study Group.
Mid-Autumn Festival: Lessons for family businesses
We hope you’ve been enjoying the month-long FFI Practitioner series dedicated to the theme of “Reflections,” which concludes this week with a piece by Paul Chung and Chin Chin Koh. In this article, the contributors reflect on the ancient Chinese Mid-Autumn Festival and explore its parallels to family enterprise.
Reflections on the Study of 100-Year Family Enterprises: An interview with Dennis Jaffe
The month-long FFI Practitioner series dedicated to the theme of “Reflections” continues this week with a very special interview with Dennis Jaffe, author of the recent working paper titled, “Resilience of 100-Year Family Enterprises: How Opportunistic Innovation, Business Discipline, and a Culture of Stewardship Guide the Journey Across Generations.” In this interview, hosted by Russ Haworth, Dennis reflects on some of the key takeaways from his study of nearly one hundred successful family enterprises.
A Rose by Any Other Name: Family firm terminology as divider or unifier?
Thank you to Patricia Angus of the FFI Practitioner editorial committee for kicking off a month-long series of editions relating to the theme of “Reflections.” In this week’s edition, Patricia reflects on the complexities of defining some key terminology in the field. In upcoming weeks, we’re excited to continue this reflective theme with pieces by Jamie Weiner, Ken Moores, Paul Chung and Chin Chin Koh, and an interview with Dennis Jaffe. We hope you enjoy the series!
Structure and Integration: The Architecture of Succession
This week’s edition of The Practitioner addresses the transitions involved in family enterprise succession and describes how two structural techniques often employed in family enterprise.