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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 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.

Thanks to Shelley Taylor, a family business advisor and family council chair for her own family business, for describing her family’s experience hosting its first virtual family meeting.

Thanks to Steven Rolfe for this week’s edition about the importance of recognizing the impacts that a family business leader’s personal life crisis can have on the entire enterprise. In his article, Steven shares two examples and his reflections for practitioners to consider when their clients are confronted with such a scenario.

Thanks to Vijay Sathe, Alfredo Enrione, Donna Finley for this week’s edition, which is a case study about how five sisters, who suddenly and unexpectedly inherited their father’s businesses, and how they dealt with the influence of two executors to reach harmonious ownership of the family enterprise.

Thank you to FFI Fellow Ed van de Vijver for this week’s article on the importance of developing a family enterprise ownership strategy that is aligned with the family financiers’ objectives.

Thank you to this week’s contributors, Kurstyn Loeffler and Jenell Wittmer, for their article on the potential benefits of family business leader peer groups, especially during times of crisis.

This week, FFI Practitioner is pleased to continue our series of articles by presenters at the virtual 2020 FFI Global Conference, October 26-28.

This week, we are pleased to share a curated selection of FFI Practitioner editions focusing on the impacts of disruption and adaptation on family enterprises. These articles can serve as examples and tools to incorporate into consulting and educational work with clients, particularly as the COVID-19 crisis continues.

Thanks to Michael Madera for this article discussing three wise moves to help your family enterprise clients understand and respond to external crises.

Thanks to Doug Gray for his article on VIA Classification assessment tools, which can help family enterprise practitioners think differently about their clients’ family system.

During times of disruption, how can family enterprise advisors help their clients navigate unchartered waters to survive turbulence and prepare for an unpredictable future?

Thanks to Greg McCann for this week’s article discussing some widely held notions about professional coaching and how family enterprise leaders and advisors can maximize their leadership development through effective coaching.

This week, we are pleased to share a family business case illustrating how Firmenich, the world’s largest privately-owned perfume and taste company, has utilized their concentrated family ownership and governance model to navigate worldwide crises.