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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 FFI Practitioner, members of FFI’s Asian Circle Virtual Study Group, Kimberly Go and FFI Fellow Paul Chung, explore the complex choices facing next gen family members about whether to join the family business and the role of family business advisors in helping the family navigate these decisions.

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.

Thank you to this week’s contributor, Sajjad Hamid, for his article exploring the Knowledge Solopreneur Development Model.

Recently, NFTs have become a popular topic for enterprising families considering whether to invest in the digital collectibles as a way to diversify their assets.

Last week we looked to the future with FFI Futurenaut-in-Residence Mark Stevenson. Today, like Janus, we look in another direction to reflect on the work of 20th century psychiatrist (and futurist!) Murray Bowen.

What better way to welcome the New Year than with an interview with the FFI Futurenaut-in-Residence, Mark Stevenson.

In this week’s edition, FFI Practitioner is pleased to present a podcast interview with Christian Stewart, the 2021 recipient of the FFI Interdisciplinary Award.

In this week’s podcast, FFI Practitioner is pleased to present Kathy Wiseman, the 2021 recipient of the Richard Beckhard Practice Award.

As enterprising families continue to rely on technology to stay connected and conduct business, this week’s edition features another possible platform that advisors can use with their clients.

Thank you to this week’s contributor, Guillermo Salazar, for continuing our series of editions by presenters at the in-person 2021 FFI Global Conference.

Join this week’s FFI Practitioner for a podcast interview with Rania Labaki, Christopher Robichaud, and Wendy Ulaszek as they discuss their October 19 virtual half-day seminar in the FFI Global Conference.

In this week’s podcast, FFI Fellow Patricia Angus discusses her most recent book, The Beneficiary Primer: A guide for beneficiaries of family trusts, which serves as a resource for beneficiaries, trustees, advisors, and other practitioners to navigate, administer, and benefit from trusts.

Thanks to this week’s contributors, Diane Arijs, Anneleen Michiels, and Dianne H.B. Welsh, for this edition about their recent research on mental health in family businesses and how to work with your clients to stimulate their psychological capital to promote mental wellbeing.

For this week’s edition of FFI Practitioner, FFI Fellow Patricia Annino sat down with interviewer, Jordan Rich, to discuss the key takeaways from her recent book, Power, Strength & Perseverance: What women know about other women, but search for in themselves. In this podcast, Patricia discusses her experience guiding business families and families of wealth through legacy and estate planning.

Thanks to this week’s contributor, FFI Fellow and founding member of FFI, Ernesto Poza, for this thought piece on the many facets of ownership in family enterprises and how effective governance can help to clarify these complex dynamics.

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.

This week’s edition of FFI Practitioner features a podcast interview with Julien Lescs, family office advisor and co-founder of Kanopé Impact.

Thanks to this week’s contributor, Ruth Steverlynck, for sharing her diary of some insights she’s acquired as a family enterprise advisor.

Thanks to Brett Coffman for this week’s edition discussing “B Corps” and how related assessments may provide your family enterprise clients a framework to codify family values around a set of corporate principles that relate to discussions of social responsibility.