Image Alt

Family Wealth

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 Gary Mendell, founder and CEO of Shatterproof, and Dr. Paul Hokemeyer, licensed family therapist and founding principal of UK-based Drayson Mews, for this conversation with the FFI Practitioner podcast about addiction and mental health treatment in enterprising and ultra-high-net-worth families.

Thank you to FFI Asian Circle Virtual Study Group member Andre Loh for this article exploring the nuances of family office governance within the Asian context, offering insights into a model that contextualizes corporate governance principles while aligning with the unique dynamics of Asian business families.

This week, we are pleased to feature a podcast conversation with Christina Wing, founder of Wingspan Legacy Partners.

In family enterprises, philanthropy and social impact initiatives serve as vital mechanisms for fostering multigenerational collaboration and reinforcing the family’s values while also contributing to its lasting legacy in the community.

FFI Practitioner is pleased to feature a podcast conversation with Jason Jay, 2023 FFI Scholar-in-Residence, Senior Lecturer at the MIT Sloan School of Management and Director of the Sustainability Initiative at MIT Sloan, and John Davis, chairman and founder of the Cambridge Family Enterprise Group, Senior Lecturer in Family Enterprise at MIT Sloan, and a founding member of the FFI 2086 Society.

Today, we’re featuring an interview and a podcast with Dirk Junge, former CEO and Executive Chairman of the Pitcairn board, and Leslie Voth, currently Chairman, CEO and President of Pitcairn.

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.

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.

In this week’s FFI Practitioner, Andrea Baars and Cydnee Griffin share findings from PwC’s Global NextGen Survey 2022 on the topic of ESG.

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.