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Advising & Consulting

As the family enterprise profession evolves, authors offer empircal insights and examples for colleagues to use in their practices; examples of tools and assessments are included.

In this week’s edition of FFI Practitioner, FFI Fellow James E. Hughes, Jr., and Keith Whitaker consider the responsibilities of a trustee to a beneficiary.

Thank you to Pauline Lemaire, Daniel Trimarchi, and Wanja Michuki from the Systems Thinking Virtual Study Group for this week’s edition.

Thank you to Asian Circle VSG members Keng-Fun Loh and Randel S. Carlock for this week’s FFI Practitioner.

Thanks to Anneleen Michiels and Claudia Astrachan for this issue exploring another lens for encouraging conversations on values and goals before moving clients into technical solutions.

In the second in our October series of articles and podcasts related to the FFI annual conference, we feature an article by 2025 Conference Program Committee member, Patricia Annino.

Today’s FFI Practitioner features a podcast on “Technology, Family Offices, and Investing for the Future” with Aaron Vaccaro, president of Singularity.

Thank you to William J. Kambas, Linda B. Meade, Amber Melville-Brown, Doron Goldstein, and Jacopo Liguori for this edition, the third of a periodic series of issues dedicated to topics related to private trust companies.

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

FFI Practitioner is pleased to feature a podcast conversation with Dr. Kris Verburgh, who presented the keynote at the 2019 Global Conference.

Thanks to William J. Kambas and Linda B. Meade for this article, the second of a periodic series of issues dedicated to topics related to private trust companies.

The second part of this two-part series by FFI Fellow James E. Hughes, Jr., and Keith Whitaker, commissioned by the James E. Hughes, Jr. Foundation, picks up where Part I ends.

Thank you to FFI Fellow James E. Hughes, Jr., and Keith Whitaker for this two-part article series, commissioned by the James E. Hughes, Jr. Foundation.

Thank you to Vern Glaser, Jennifer Sloan, and Matt Knight for this week’s FFI Practitioner article about intelligently implementing AI in a family enterprise, with strategies for both family enterprise advisors and their client families.

This issue is the second in our series of “Articles We Love,” curated by GEN faculty members. This week Natalie McVeigh, GEN 201 Faculty member and FFI Fellow, has chosen the articles.

Thank you to Susan Kaye and Jack Troast, from the FFI Mediation Virtual Study Group, for this week’s FFI Practitioner issue.

FFI Practitioner is pleased to feature a podcast conversation with Sir Andrew Likierman, 2025 recipient of the 2086 Society’s FFI Scholar-in-Residence grant.