From FFI Practitioner
Thank you to FFI Fellow Ed van de Vijver for this week’s article on the importance of developing a family enterprise ownership strategy that is aligned with the family financiers’ objectives. In this article, Ed explores the benefits of adopting a family ownership strategy and family charter that provide a platform for discussing this topic with family enterprise clients.
From FFI Practitioner
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. In the article, Thomas introduces the Six Bucket approach and shares a case example to demonstrate how it can help to structure a conversation about wealth transition with clients.
From FFI Practitioner
Thanks to Javier Macías, a member of the FFI Iberoamérica Virtual Study Group, for this article exploring three options available to consultants working with clients experiencing chronic conflict. This article continues the series of bilingual editions by members of the FFI Iberoamérica Virtual Study Group, and you have your choice of reading it in English or in Spanish!
