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. In this podcast, Jason and John discuss Jason’s year of researching and discussing systemic investing with the FFI community.

As the end of the year is quickly approaching, this week’s contributor, Matthew Erskine, provides a checklist of tax planning items for family enterprise clients to consider. This article provides insights for advisors with family enterprise clients in the US or international families with property interests in the US.

Thank you to this week’s contributor, Sally Woodford, for her article exploring the many ways a family charter can help provide family enterprise clients with a foundation to strengthen family unity and sustain multigenerational success.