The 360 Legacy Wheel Balances What Needs to be Preserved and What Needs to be Shared: A Model for Philanthropic Advising
Thank you to Dennis Oteng, member of the 2025 Conference Program Committee, for this article about the 360 Legacy Wheel, a model that can help client families consider which resources to share outside of the family and which to protect within the family.
Crafting a Sustainable Legacy Plan Using the Enneagram
In this week’s FFI Practitioner, FFI Asian Circle Virtual Study Group member Aik-Ping Ng discusses how family enterprise advisors can use the Enneagram, a personality assessment tool, to help guide their clients through conflict and improve communication.
People Are Loyal to the Culture, Not the Strategy
In this week’s FFI Practitioner, Eva Wathén examines the importance of culture within family enterprises and explores some of the differences between the cultures of family-owned and nonfamily-owned enterprises.
Lessons on Governance: Pruning the Tree or Inclusion
For family businesses, there is no one-size-fits-all approach to governance and advisers need to understand each family’s unique values and ownership philosophies before attempting to implement specific governance structures. Thanks to Marta Widz and Benoît Leleux from IMD for illustrating this point by sharing two cases where the family businesses have divergent ownership philosophies but have both excelled in their governance practices.