Weekly Editions

Research Applied: FBR Précis for FFI Practitioner

Weekly Edition • November 20, 2019
Listening to the Heart or the Head? Cover

From FFI Practitioner

Thank you to this week’s contributor, Navneet Bhatnagar of the FBR Research Applied Board, for sharing his précis of “Listening to the Heart or the Head? Exploring the “Willingness Versus Ability” Succession Dilemma” – an article that appears in the December 2019 issue of FBR. In the article, Navneet provides a summary of the research and key findings, as well as exploring the practical implications of the research for families, advisors, and researchers in the field.

Developing a First Strategic Plan: Seven Practical Tips

Weekly Edition • November 13, 2019
Developing a First Strategic Plan: Seven Practical Tips cover

From FFI Practitioner

According to Mark Twain, “The secret of getting ahead is getting started.” In that light, we are pleased to share an article by Rochelle Mendelsohn that explores the reasons why family enterprises without a strategic plan should consider developing their first and outlines seven tips for advisors working with these organizations throughout the process.

Accidental Partnerships: A new lens on sibling and cousin partnerships

Weekly Edition • November 06, 2019
Accidental Partnerships: A new lens on sibling and cousin partnerships cover

From FFI Practitioner

Thank you to this week’s contributor, Rebecca Meyer, for providing a family business case about “accidental partnerships” between siblings who had not anticipated being in business together. In this week’s edition, Rebecca provides an overview of the case and practical suggestions for how advisors can help family clients in similar situations.

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