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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.

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.

Periodically in FFI Practitioner, we include articles that are “conversation starters” for family enterprise advisors to use with their clients.

Thank you to co-authors William Kambas and Linda Meade for this week’s FFI Practitioner, which begins a periodic series of editions dedicated to topics related to private trust companies.

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.

Thank you to Doutzen Groothof and Don Opatrny for this week’s edition of FFI Practitioner. Doutzen and Don recently traveled to Japan, and this journey gave them a renewed appreciation for the power of curiosity, both in family advisory practice and beyond.

FFI Practitioner is pleased to feature a podcast conversation with Sasha Lund, Jessica McGawley, and Larisa Miller, discussing a recently published Special Report from Globe Law and Business publisher: The Rising Role of Women in Family Offices and Family Businesses.

Continuing our curated editions this year, we have asked FFI GEN faculty members to choose their favorite articles or podcasts for our “Articles and Podcasts We Love” series.

In this week’s edition of FFI Practitioner, Matthew Erskine explores how the principles of disaster theory can be adapted for single-family offices.

Thank you to Isabella Otero, PhD, for this article discussing the benefits available to clients who consider management of the family firm holistically, approaching it as a diversified portfolio rather than a single business.

Thank you to FFI Fellow Patricia Annino, member of the 2025 Conference Program Committee, for this article about the many complexities to consider when a client wants to leave a family enterprise.

Thank you to FFI Fellow Dan Frosh for this précis of “Legal Advisors and Family Business Owners: A Transaction Cost Understanding of ‘the Ownership Contract.”

In this issue of FFI Practitioner, we are pleased to feature an article, “Judgment in Family Firms: What You Can Do to Improve Yours,” by the 2086 FFI Scholar-in-Residence, Sir Andrew Likierman.

Thanks to Mette Ballari for today’s FFI Practitioner article, which discusses the missing link in family business growth.

Thank you to the authors of this week’s FFI Practitioner, Devin DeCiantis and Ivan Lansberg, for this article discussing the strategies that enterprising families in emerging and frontier economies deploy to navigate unpredictable environments.