Image Alt

Practice Insights

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.

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.

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.

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 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 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.