FFI Practitioner is pleased to feature a podcast conversation with guests Jamie Yuenger from StoryKeep and Betsy 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.

FFI Practitioner is pleased to feature a podcast conversation with Mary Duke, Aik-Ping Ng, and Peter Vogel about the future of family offices worldwide.

Thank you to Guillermo Salazar, Ritu Julka, and Maria Milanetti from the Systems Thinking Virtual Study Group for this week’s edition.

Thank you to Kristen Heaney and Stephan Lindenthal for this week’s FFI Practitioner discussing peer learning programs as a resource for advisors working with the rising generation.