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Family Values & Legacy

Authors discuss the significance of family values in family enterprise and their relationship to creating a family legacy.

Family trusts are typically viewed as legal and financial structures, but what if they are also members of the family system?

The transition from a first trustee to a second trustee represents a pivotal moment in the life of a family system shaped by trusts.

In the fourth article in a series from FFI Virtual Study Groups, contributors examine how context shapes the practice of advising family enterprises in Latin America.

As an advisor working with family enterprises, it is important to recognize when ownership begins to feel like an obligation rather than a choice for next-generation members.

In this week’s edition of FFI Practitioner, Jay Hughes, Mary Duke, and Stacy Allred offer the first in their series of Reflections on Family Flourishing, a companion to their upcoming new book.

In this first article of a quarterly series in 2026, Jay Hughes and Keith Whitaker turn their attention to a pivotal but often underexamined moment: the experience of engaging a trustee for the first time.

Thank you to Jamie Yuenger, founder of StoryKeep, for this article, which is a companion piece to the FFI Practitioner podcast episode, “The Power of Narrative in Family Businesses: A Conversation with Jamie Yuenger and Lisabeth Sugahara.”

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 Dennis Oteng, member of the 2025 Conference Program Committee, for this article about the 360 Legacy Wheel, a model that can help client families consider which resources to share outside of the family and which to protect within the family.

Thank you to the authors of this week’s FFI Practitioner, Devin DeCiantis and Ivan Lansberg, for this article discussing the strategies that enterprising families in emerging and frontier economies deploy to navigate unpredictable environments.

This week we are pleased to continue our series of guest-curated FFI Practitioner articles with Sian O’Neill, founder of publisher Globe Law and Business.

FFI Practitioner is pleased to feature a podcast conversation with H.R.H Princess Nandi Zulu, a distinguished member of the Zulu Royal Family, who is part of the 2086 Society's grant to the Nomadic School of Business.

Thanks to Dennis Jaffe and Amy Hart Clyne for this two-part article that draws on their experience working with successful families to create an ongoing value-based culture for the responsible use of wealth across generations.

Continuing our quarterly series on the 2024 FFI conference theme of “Mean Time: Time, Timing, and Timelessness in Family Enterprise,” we are pleased to present a podcast interview with Krishna Thapa, a “warrior monk.”

Continuing our quarterly series on the 2024 FFI conference theme of “Mean Time: Time, Timing, and Timelessness in Family Enterprise,” we are pleased to present a podcast interview the Emmanuel Mankura, an elder in the Maasai tribe.

In this week’s edition of FFI Practitioner, Ricardo Mejía shares his reflections on the importance of storytelling as a way to transmit the “company soul” to the next generation of family owners.

This week, FFI Practitioner is pleased to share a second article by Ken McCracken in honor of the 300th anniversary of the birth of economist and philosopher, Adam Smith.

In this week’s issue of FFI Practitioner, Matthew Erskine considers the ways that a prenuptial agreement can be an effective tool for family enterprises not only to protect family assets, but to articulate their philosophy and vision for the family’s future.

Thank you to this week’s contributor, Kendall Cotton Bronk, for her article summarizing the results of a research project exploring the role of family purpose in well-established family enterprises.