Prepared Exclusively for FFI Members
Featuring FFI Authors
December 02, 2022
W
e are pleased to feature recent book releases from FFI members. Please help us continue this periodic feature by letting us know about publications we might have missed!
Build Your Legacy Business: Solopreneur to Family Business Hero (Entrepreneur Central Limited, 2022) by Sajjad Hamid
Build Your Legacy Business takes readers from the foundational principles of thinking like an aspirational entrepreneur to start-up and scale-up, but the book then takes an important next step—it assists entrepreneurs in developing a solopreneur venture into a family business. Build Your Legacy Business shows entrepreneurs how to develop their businesses into a family business from inception to succession.
Sajjad Hamid
ACFBA
ACFBA
Sajjad Hamid, ACFBA, is an entrepreneurship educator at a community college in Trinidad and Tobago, and he lectures on entrepreneurship and family business management. Previously, he worked for a Fortune 500 company as a business development manager for the southern Caribbean. Sajjad serves on the board of directors for the Chaguanas Chamber of Industry and Commerce, and he assists SME owners in upscaling their ventures through training, consulting, and growing family businesses.
Coming Soon
Engaged Healthy, Wealthy & Wise: Lessons from inheritors and their significant others on how they have navigated love and family wealth and forged their own joint path (February 2023) by Coventry Edwards-Pitt
Coventry Edwards-Pitt’s upcoming book, which will be the third in her Healthy, Wealthy & Wise series, details the perspective of rising generation family members once they have chosen life partners whom they plan to marry. An engagement announcement can spur the wheels of the wealth advising industry into motion, but how can the engaged couple successfully navigate this tender time of life as it runs smack into the formal frameworks inherent in most wealth management ecosystems?
Coventry Edwards-Pitt
2022 Pre-Conference presenter
2022 Pre-Conference presenter
As a partner and the chief creative officer at Ballentine Partners, Coventry Edwards-Pitt is responsible for thought leadership for the firm and for ensuring that the firm brings novel thinking to clients. Covie also leads several of the firm’s large family client engagements and manages all aspects of her clients’ financial affairs, including their investment portfolios, tax and estate planning, insurance needs, philanthropic planning, and liquidity planning. Covie specializes in helping her clients to manage the impact of their wealth and ensure that their comprehensive wealth management strategy reflects their families’ values and goals.
Family Business Case Studies Across the World: Succession and Governance in a Disruptive Era (Elgar, 2022), editors include Jeremy Cheng
Designed as a learning tool to nurture contextual empathy and strategic decision-making capabilities in families-in-business facing internal and external disruptions, Family Business Case Studies Across the World presents a unique collection of case studies from across the globe to create a comprehensive understanding of how family firms can respond to future disruptions.
Jeremy Cheng
FFI Fellow
FFI Fellow
Jeremy Cheng, FFI Fellow, is recipient of the 2021 Barbara Hollander Award and co-recipient of the 2086 Society’s 2020 Applied Research grant. He is founder of GEN+ Family Business Advisory and Research and is a PhD candidate at The Chinese University of Hong Kong. He is also founding chair of the FFI Asian Circle Virtual Study Group and a GEN faculty member.
Family Business Heterogeneity in Latin America: A Historical Perspective (Palgrave Macmillan, 2021) by Claudio G. Müller and Fernando Sandoval-Arzaga
This book explores the emergence and evolution of family firms throughout Latin America, from the colonial period to the modern day. Using institutional change theory, social capital theory in organizational settings, and resource-based view as organizing frameworks, the authors show how differences among family business in the region developed by examining the influx of foreign settlers, the shift from state-owned enterprises to privatized family business groups, and the effect of globalization.
Claudio G. Müller
Claudio G. Müller is Professor of Management at the School of Business and Economics at the University of Chile. He was formerly the Chair of Family Businesses at Universidad del Desarrollo in Chile. He has advised many companies throughout different countries in Latin America on issues related to family businesses, corporate governance, and strategic management.
Future Ready: The Four Pathways to Capturing Digital Value (Harvard Business Review Press, 2022) by Stephanie L. Woerner, Peter Weill, and Ina M. Sebastian
Based on years of rigorous research with data from more than a thousand companies, Future Ready provides a powerful, field-tested “four pathways” framework that offers insights into the important dimensions at which a firm must excel in order to be competitive, as well as the organizational disruptions that every firm must manage as part of a business transformation for the digital economy. The book includes instructive examples, sharp analyses, assessments to help companies benchmark themselves against top performers, and many illuminating visuals to help crystallize the data and ideas.
Stephanie L. Woerner
2022 Conference keynote
2022 Conference keynote
Stephanie L. Woerner is a Principal Research Scientist at the MIT Sloan Center for Information Systems Research. She studies how companies manage organizational change caused by the digitization of the economy. Her research centers on enterprise digitization and the associated governance and strategy implications. In previous National Science Foundation-funded work, she studied distributed work teams and their use of multiple media, electronic communication technologies, and coordination mechanisms to get work done; she was also project manager for the five-year grant.
The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life (Wiley, 2022) by Kristin Keffeler
The Myth of the Silver Spoon helps guide the next gen of the affluent, their families, and the ecosystem of professionals who influence them—wealth advisors, estate attorneys, tax attorneys, philanthropic advisors, family office professionals, and career coaches—to identify and confront negative thinking and behaviors related to wealth. Through new research, meaningful storytelling, and actionable concepts, the book helps readers clear the internal and external clutter from their paths that accumulates from growing up with wealth.
Kristin Keffeler
CFBA/CFWA
CFBA/CFWA
Kristin Keffeler, CFBA/CFWA, has dual roles as the founder and principal for Illumination360 and the Chief Learning Officer for the Johnson Financial Group, a multi-family office and wealth management firm based in Denver, CO. She is an advisor and certified professional coach working with enterprising families, families of wealth, and rising generation family members.
Zwei Prozent Zweite Chance Zweites Leben: Der lange Weg zurück (Two Percent Second Chance Second Life: The long way back) (Buch Schmiede, 2022) by Bernhard Baumgartner
This book recounts Bernhard Baumgartner’s fight against a severe bout of COVID-19 and his journey back to health.
Bernhard Baumgartner
FFI Fellow
FFI Fellow
Bernhard Baumgartner, FFI Fellow, PhD, leads the family enterprise advisory firm familyfirm.at. He has over 25 years of experience as a CEO, board member, and managing director in family businesses and as an entrepreneur in Europe, Asia, and the USA.
GEN ENROLLMENT FOR Q1 2023 IS NOW OPEN
December 9: STEP Business Families Special Interest Spotlight Session – London, UK
Purpose, Perspectives and Process: Resilient families and the role of the modern advisors in working with them
Learn more and register
Previous Edition
The FFI Mentor program is almost as old as the organization itself and has been part of the FFI core certificate program since its inception in 2001. Mentorship is a service provided by FFI Fellows and graduates of the Advanced Certificate Program to help further the field. GEN core certificate students, who choose this opportunity, are matched with a mentor, who works with them throughout their one-year program of study.