network of figures
Prepared Exclusively for FFI Members
Celebrating FFI Organizational Members: Part II
February 28, 2025
FFI on Friday: February 28, 2025 cover
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oday we continue our 2025 series featuring FFI organizational members. These issues highlight the contributions of distinguished associations, educational institutions, and professional organizations from across the globe.

In this edition, we feature six more exceptional organizations that are increasing the global footprint of the field and sharing their invaluable knowledge with the FFI community. Discover how these members are shaping the future of the field and enriching the wider FFI network. Stay connected as we spotlight more organizational members in upcoming issues!

Attorneys for Family-Held Enterprises (AFHE)
Attorneys for Family-Held Enterprises (AFHE) logo
The mission of AFHE is to be the leading resource for the on-going advancement, collaboration and education of practicing attorneys and other professionals who provide multi-disciplinary counsel to family-held enterprises.

AFHE’s FFI members include the following FFI Fellows, Achievement Award recipients, GEN graduates, and recent contributors to FFI Practitioner.

Doug Baumoel headshot

Doug Baumoel

FFI Fellow
2023 Interdisciplinary Award
Linda Mack headshot

Linda C. Mack

FFI Fellow
Donald P. Opatrny headshot

Donald P. Opatrny

CFWA
Meredith Wilson Parfet headshot

Meredith Wilson Parfet

Steven S. Rolfe headshot

Steven S. Rolfe

FFI Fellow
Jeff Savlov headshot

Jeff Savlov

FFI Fellow
Steven E. Vozenilek headshot

Steven E. Vozenilek

FFI Fellow
Michael Whitty headshot

Michael D. Whitty

FFI Fellow
BanyanGlobal Family Business Advisors
BanyanGlobal logo
BanyanGlobal understands that family business owners face difficult choices about what’s best for both the business and the family. Banyan helps families identify the decisions they face, the options they have, and the implications of each choice—as they navigate that process together as owners.

BanyanGlobal’s FFI members are Vladimir Barbieri, Josh Baron, FFI Fellow Dennis Jaffe, Nick Di Loreto, Ben Francois, FFI Fellow Marion McCollom Hampton, Alison Isaacson, Rob Lachenauer, Omar Romman, Michelle Shafer, and Judy Lin Walsh.

Vladimir Barbieri headshot

Vladimir Barbieri

Josh Baron headshot

Josh Baron

Nick Di Loreto headshot

Nick Di Loreto

Ben Francois headshot

Ben Francois

Marion McCollom Hampton headshot

Marion McCollom Hampton

FFI Fellow
Alison Isaacson headshot

Alison Isaacson

Dennis Jaffe headshot

Dennis Jaffe

FFI Fellow
GEN Faculty
Rob Lachenauer headshot

Rob Lachenauer

Omar Romman headshot

Omar Romman

Michelle Shafer headshot

Michelle Shafer

Judy Lin Walsh headshot

Judy Lin Walsh

Family Office Exchange
Family Office Exchange logo
Family Office Exchange (FOX) is a community of family members, family office executives, and trusted advisors established to encourage peer dialogue, promote continuous learning, develop benchmarks and best practices, and provide solutions to the unique challenges and opportunities successful multi-generational families face.

FOX’s FFI members are Mindy Kalinowski Earley, Gabrielle Griffin, firm founder and CEO Sara Hamilton, Hilary Leav, Peter Moustakerski, Scott Muench, Matthew Murphy, Mia Starr, David Toth, and Scott A. Winget.

Mindy Kalinowski Earley headshot

Mindy Kalinowski Earley

CFBA
Gabrielle Griffin headshot

Gabrielle Griffin

Sara Hamilton headshot

Sara Hamilton

Hilary Leav headshot

Hilary Leav

Peter Moustakerski headshot

Peter Moustakerski

Scott Muench headshot

Scott Muench

Matt Murphy headshot

Matt Murphy

Mia Starr headshot

Mia Starr

David Toth headshot

David Toth

Scott A. Winget Headshot

Scott A. Winget

Graddha
Graddha logo
Graddha is a wealth dynamics practice founded and led by husband-and-wife team Marlis and Kjartan Jansen. Graddha provides coaching, facilitation, and training that supports individuals, couples, families, and family offices through collaborative conversations and joint decision-making, with additional focus on education, financial wellbeing, and supporting a sustainable family culture. Bringing together more than forty years of experience in health, psychology, and finance, Graddha is dedicated to promoting human connection, empowerment, and creativity by understanding wealth in all its forms.

FFI members are co-founders Kjartan Jansen and Marlis Jansen.

Kjartan Jansen headshot

Kjartan Jansen

CFBA
Marlis Jansen headshot

Marlis Jansen

Grossman School of Business at University of Vermont
Grossman School of Business at University of Vermont logo
Grossman School of Business at University of Vermont develops leaders of sustainable businesses that address complex economic, social, and environmental challenges in a dynamic global environment. Its Family Business Institute pioneers family business research and education, and the online Certificate of Graduate Study in Sustainable Family Enterprise (CGS-SFE) provides a comprehensive, relevant framework to lead family enterprise into new sustainable, and purpose-led business approaches. FFI’s collaboration with the Schlesinger Global Family Enterprise Case Competition (SG-FECC) at Grossman has been in place since 2013. The Grossman School of Business is the generous sponsor of the 2025 Best Doctoral Dissertation Award.

Grossman’s FFI members are Thomas I. Chittenden, Rocki-Lee DeWitt, Evelyn Micelotta, Dave Mount, Pramodita Sharma, and Sanjay Sharma.

Thomas I. Chittenden headshot

Thomas I. Chittenden

CFBA/CFWA
Rocki-Lee DeWitt headshot

Rocki-Lee DeWitt

FFI Fellow
FBR review board
Evelyn Micelotta headshot

Evelyn R. Micelotta

FFI Fellow
FBR co-editor
David Mount headshot

Dave Mount

Pramodita Sharma headshot

Pramodita Sharma

FFI Fellow
Barbara Hollander Award
FBR Advisory Board
Sanjay Sharma headshot

Sanjay Sharma

FFI Board of Directors
Pitcairn
Pitcairn logo
Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. Their comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, and household-level financial services, as well as family education and family governance support.

FFI members include Andy Busser, President & CEO; Karen Carlson, FFI Fellow; Amy Hart Clyne, FFI Fellow, Chief Knowledge & Learning Officer; Laura Kremp; Laurie R. Martin; J. Matthew McCarte; Andrew Pitcairn; and Mark Robinson.

Andy Busser headshot

Andy Busser

Karen Carlson headshot

Karen Carlson

FFI Fellow
Amy Hart Clyne headshot

Amy Hart Clyne

FFI Fellow
Laura Kremp headshot

Laura Kremp

Laurie R. Martin headshot

Laurie R. Martin

J. Matthew McCarte headshot

J. Matthew McCarte

Andrew Pitcairn headshot

Andrew Pitcairn

Mark Robinson headshot

Mark Robinson

Previous Edition
FFI on Friday: February 21, 2025 cover
We are pleased to offer you an early look at the March 2025 issue of Family Business Review (FBR).

As an FFI member, you enjoy complimentary access to the entire FBR article library, with more than thirty years of research on the dynamics of family-controlled enterprise, families of wealth, family foundations, and family offices.

Dates to Remember
MAR
6
Regional Reception in Boston
LEARN MORE AND RSVP
MAR
15
Deadline to register at the Winter Rate for the 2025 Global Conference
REGISTER
APR
1
Deadline for Best Doctoral Dissertation Award Submissions
Learn More and Submit

Deadline for Best Unpublished Research Paper Award Submissions
Learn More and Submit

APR
28
2086 Society Webinar with 2025 Scholar-in-Residence Sir Andrew Likierman
“Measuring Performance: Are you Being Realistic?”
Learn More and Register
MAY
1
Deadline for FFI GEN Scholarship Applications
Learn More and Apply

FFI Achievement Award Nominations
Learn More and Submit

MAY
15
Enrollment Deadline for Q2 2025 GEN Certificate Programs
Learn More and Enroll
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