Celebrating the 2026 FFI Organizational Members: Part IV

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for FFI Members

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July 17, 2026

Celebrating the 2026 FFI Organizational Members: Part IV

I

n today’s FFI on Friday issue, we continue to feature FFI’s organizational members. The organizational members of FFI play a vital role in advancing the field of family enterprise advising through research, education, and practical expertise. Each of these organizations brings deep experience serving multigenerational family businesses, family offices, and enterprising families around the world. From innovative research and governance advisory to next-generation development and strategic planning, their contributions exemplify the collaborative spirit that defines FFI.

Anderson University

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.

Elizabeth Bagger

CFBA

Brad Bechtold

ACFBA/ACFWA

Rachel Nafziger

Steven Nail

Richard Ray

Ronald C. Reece

FFI Fellow

Marino & Associates

Marino & Associates is a boutique consulting firm serving family enterprises, closely-held businesses, and the leaders who steward them. Dr. Donna Marino began her career as a licensed clinical psychologist, and the firm’s team addresses the thoughts, emotions, behaviors, and relationships that can cause conflict, derail succession, and quietly bottleneck business growth. The firm’s associates are independent practitioners with their own client relationships, bringing complementary expertise in organizational behavior and leadership development.

Their FFI members include Annie Gleason and Donna Marino.

Annie Gleason

Donna Marino

PwC Global Family Business Services

PwC helps family businesses manage ownership and growth at every stage, by providing support with family governance, succession planning and business continuity, next generation education and transition, private wealth management and family office, philanthropy, values and purpose, and more. Serving businesses at various points in their development, PwC provides insights and solutions to stay fit for growth and move forward.

More than 100 PwC team members worldwide are FFI organizational members, including the FFI Fellow and GEN graduates below.

Emuesiri Agbeyi

CFBA

Francesca Ambrosini

FFI Fellow

Andrea Baars

ACFBA/ACFWA

Mathilde Berry

ACFBA/ACFWA

Kaushick Chandra

CFBA/CFWA

Joy Chen

CFWA, ACFBA

Orlin Hadjiiski

CFBA/CFWA

Ismael Hajjar

CFBA

Andrias Hendrik

CFBA

Marcel Irawan

CFBA

Felicia Irene

CFBA

Dina Khoury

CFBA

Jurgen Kreindl

CFBA

Sivakumar Narumanchi Venka

CFBA

Johannes Rettig

ACFBA/ACFWA

Kimberley M. Wilks

CFWA

Adnan Zaidi

CFBA/CFWA

SAFER (Sociedad Española de Investigadores en Empresa Familiar)

SAFER (Spanish Society of Family Business Researchers) is an association of researchers and university professors interested in family businesses. They generate and disseminate specialized knowledge through research, training, and knowledge transfer between universities and family businesses. SAFER was founded in 2020 with the goal of promoting research in family businesses in Spain and strengthening the country’s network of researchers in the field. It currently comprises 70 members who are affiliated with 28 universities and higher education centers throughout Spain.

SAFER’s FFI members are Cristina Alvarado, José Carlos Casillas Bueno, Guadalupe del Carmen Briano Turrent, Remedios Hernández-Linares, Angel Luis Huerta, María José Martínez Romero, María José Sánchez Bueno, Antonio López-Triviño Junco, FFI Fellow Daniel Lorenzo, FFI Fellow Francisco Javer Macias Berrocal, Julio Pernas, Alvaro Rojas Vázquez, Pedro Vázquez, and Adolfo Enrique Vázquez Sánchez.

Cristina Alvarado

Guadalupe del Carmen Briano Turrent

José Carlos Casillas Bueno

Remedios Hernández-Linares

Antonio López-Triviño Junco

Daniel Lorenzo

FFI Fellow
Former Iberoamérica VSG chair

Francisco Macias Berrocal

FFI Fellow

María José Martínez Romero

Julio Pernas

Alvaro Rojas Vázquez

María José Sánchez Bueno

Angel Valverde Huerta

Pedro Vázquez

Adolfo Enrique Vázquez Sánchez

TriBridge Partners

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

Heath Hykes

David M. Morris

John C. Morris

Tacy Roby

Chris Schneider

Sarah Speed

Paul Younkins

FFI Organizational Members

FFI’s mission is to be the most influential global community of thought leaders in the field of family enterprise. We foster and publish research, offer educational programs, and share knowledge to develop a professional association of multi-generational family enterprise advisors, consultants, and educators.

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Previous Edition

Today, the Family Firm Institute is pleased to announce the most recent graduates of its Global Education Network (GEN) Core Certificate Programs: Certificate in Family Business Advising (CFBA), Certificate in Family Wealth Advising (CFWA), and Dual Certificate (CFBA/CFWA). Last week, the Q2 graduates of the Advanced Certificate Programs were announced. This cohort of accomplished professionals represents a diverse, international community spanning Africa, the Middle East, and the Pacific Rim, as well as North America. Through rigorous coursework and applied learning, these graduates have demonstrated a strong commitment to advancing best practices in family enterprise and wealth advising.

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Oct 28–30

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