Weekly Editions

Research Applied: FBR Précis for FFI Practitioner

Weekly Edition • September 30, 2020
FFI Practitioner September 29, 2020 Cover

From FFI Practitioner

Thank you to this week’s contributor, Navneet Bhatnagar of the FBR Research Applied Board, for sharing his précis of “Community Socioemotional Wealth: Preservation, Succession, and Farming in Lancaster County, Pennsylvania” – an article that appears in the September 2020 issue of FBR. In the précis, 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.

Understanding the Complexities of Mental Incapacity When Advising Family Business Owners
Weekly Edition • September 23, 2020
FFI Practitioner: September 23, 2020 Cover

From FFI Practitioner

Thank you to this week’s contributors, Patricia Annino and Jim Grubman, for concluding our series of articles by presenters at the virtual 2020 FFI Global Conference, October 26-28. In their article, Patricia and Jim address the importance of planning for the potential diminished capacity of family enterprise owners.

The Reality of Relevancy in the Family Office System: Exploring forces and key drivers that can affect relevancy
Weekly Edition • September 16, 2020
FFI Practitioner: September 16, 2020 cover

From FFI Practitioner

Thank you to this week’s contributor, Jim Coutre, for continuing our series of articles by presenters at the virtual 2020 FFI Global Conference, October 26-28. In his article, Jim addresses the need for family offices to remain relevant to their clients and explores several key drivers to achieve this relevancy.

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