The rise of the family office, single and multi-, in the evolutions of the family enterprise field; suggestion on how to structure, use as an alternative to selling the company, vehicle for clarifying family values.
Thank you to Elaine King, this week’s contributor, for her article that provides a model for educating younger next gen family members about financial skills and practices.
This week’s FFI Practitioner podcast concludes our series of interviews with presenters from this year’s FFI Global Conference.
FFI Practitioner is pleased to invite Jon Quinn, Deputy Director at Rockefeller Philanthropy Advisors, to discuss the factors contributing to the rising generation’s philanthropic goals and decisions.
FFI Practitioner is pleased to share a conversation with Jason Jay, Senior Lecturer and Director of the MIT Sloan Sustainability Initiative.
In this week’s FFI Practitioner, Karen Carlson examines the benefits to engaging the next generation in family enterprise philanthropy activities at a young age and provides several best practices for next generation philanthropic engagement.
This week’s FFI Practitioner comes from Jim Grubman, FFI Fellow and family wealth consultant. In his article, Jim considers the origins of the “three-generation rule,” the ways this axiom has been repeated and used by wealth consultants, and the research that has followed in its wake.
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.
According to this week’s contributor, Jim Coutre of Fidelity Family Office Services, in order to create better family offices, practitioners must be honest about what (or who) may be holding the family office back from delivering the highest value to their clients.
This week’s article concludes FFI Practitioner’s month-long series of editions dedicated to topics related to family offices.
Thank you to this week’s contributor, Jim Coutre, for continuing FFI Practitioner’s November series of editions on topics related to the family office.
This week’s article continues FFI Practitioner’s November series on topics related to the family office. Thank you to Scott Peppet for this article that makes the case that effective family offices be invest more time and budget in enterprising families’ most important resource – the family.
With today’s article, we introduce a month-long series on topics related to the family office. Today’s issue features an interview with Tania Neild by FFI Fellow and board member Mary Duke.
In this week’s edition, FFI Practitioner explores several conditions that promote sustainable development strategies in family enterprises.
The number of family offices established in Singapore has increased considerably over the past several years.
In this week’s edition of FFI Practitioner, author John Canady examines how donor-advised funds (DAFs) can provide enterprising families an alternative to establishing a family foundation to accomplish their philanthropic objectives.
This week, we are pleased to feature an article by 2020 FFI Fellow Thomas Ang with a suggested approach for advisors to begin discussing wealth transition with their family enterprise clients.
Thank you to this week’s contributor, Jim Coutré, for continuing our series of articles by presenters at the virtual 2020 FFI Global Conference, October 26-28.
Thank you to this week’s contributor, Natasha Pearl, for continuing our series of articles by presenters at the virtual 2020 FFI Global Conference, October 26-28. In her article, Natasha outlines the importance of developing an effective infrastructure as an important element in wealth preservation for family enterprises.