Family Business Association (FBA) helps family businesses in Australia and New Zealand to grow and thrive. They advocate for a sector that plays an integral role in the economy and social fabric, accounting for 70% of all Australian businesses and 50% of the workforce. FBA supports members through education programs, member-only discounts, connections to accredited advisors, and networking opportunities with peers through exclusive events and the Forum Group program.

The FFI members who are in FBA include Lea Boyce, FFI Fellow John Broons, FFI Fellow David Harland, Duane O’Donnell, Robert Powell, FFI Fellow Kirsten Taylor-Martin, Daniel Trimarchi, and Darren White.

The Kim S. Miller Family Enterprise Institute of South Carolina at Anderson University fosters learning, sharing, and creative solutions regarding the many critical issues and problems faced by family enterprises. The mission of The Kim S. Miller Family Enterprise Institute of South Carolina is to provide education, networking, support resources and research to help family enterprises and those involved in or serving them maximize their overall health and sustainability.

FFI members are Elizabeth Bagger, Brad Bechtold, Rachel Nafziger, Steven Nail, Richard Ray, and FFI Fellow Ronald C. Reece.

Formue was established in 2000 and has substantial operations in Sweden, Norway, and Denmark. Formue is an independent advisory office, offering holistic services in financial planning, investment analysis, allocation/market view, succession planning, legal and tax evaluations, accounting, banking evaluations, and in topics related to retirement and insurance.

FFI members include Jan Tore Andresen, Øystein Bø, Alexander Heiberg, Tor Kildal, Janicke Udbye Lovaas, Philip Mitchel, Bjørn Pedersen, Lasse Sabel, Joel Uddenäs, and Helena von der Esch.

Morgan Lewis has an interdisciplinary team that has spent their entire career in advising family-owned businesses on transition planning, family and family business governance, and family member liquidity structures (which may include the establishment of an ESOP and family foundation), and ultra-wealthy family business owners in transitioning wealth from one generation to the next along with forming a family office.

FFI members include Chuck Bogle, Dan Carmody, Matthew Chapman, John Kober, Patterson Perrin, and Emily Rickard.

TriBridge Partners helps protect the assets of its clients by bridging the exposure gaps to create continuity through the expertise of the firm’s associates in combination with strategies and solutions. The firm assists its family business clients with continuity planning, multi-generational transitions, and compensation and benefits.

FFI members are Jason Ditto, Heath Hykes, FFI Fellow David M. Morris, John C. Morris, Tacy Roby, Chris Schneider, Sarah Speed, and Paul Younkins.