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.
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.
This week’s FFI Practitioner edition continues our series of articles written by members of the Editorial Committee. Thank you to Paul Chung, Jeremy Cheng, and Chin Chin Koh for this article examining the challenges confronting Asian families interested in establishing a single family office as well as practical advice for advisors navigating these family office challenges around the world.
Thank you to this week's contributor, Janice DiPietro, for making this thought-provoking case for family-to-family investing. The article explores investing strategies for family-owned enterprises that can create three important opportunities for both entities involved.
This week’s FFI Practitioner edition addresses a topic of importance in the field of family enterprise – the family office. In addition to an article examining the history of the role of a family office executive by Annischka Holmes-Moncur, we are pleased to share four global perspectives on this topic as published earlier in FFI Practitioner.
When should a family begin to think about forming a family office and what factors should they consider when making this decision? Thank you to Iñigo Susaeta, this week’s contributor for continuing FFI Practitioner’s series of articles written in both English and Spanish by members of the FFI IberoAmerican Virtual Study Group.
Thank you to this week’s contributor, Isys Caffey of Edelman, who launches 2018 with further analysis of the Edelman Trust Barometer Special Report: Family Business by focusing on the role that wealth inequality can play in public perceptions of family businesses and what family businesses can do to address these perceptions.
Despite the potential for next gen donors to become the most significant philanthropists and drivers of family enterprise to date, still little is actually known about the values and tendencies of this vital demographic.
This article explores the potential risks and rewards and provides suggestions for family business and their advisors who decide to engage in the practice.
This week, Katherina Rosqueta, from the Center for High Impact Philanthropy at the University of Pennsylvania, explores several approaches to impact investing, an increasingly utilized strategy to align deeply held family values with their financial investment strategy.