Celebrating the 2026 FFI Organizational Members: Part VIII

Prepared Exclusively
for FFI Members

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October 23, 2026

Celebrating the 2026 FFI Organizational Members: Part VIII

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oday’s FFI on Friday issue continues our series featuring 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.

Bertarelli Institute for Family Entrepreneurship

The Bertarelli Institute for Family Entrepreneurship at Babson College advances family entrepreneurship through educational programs, research, coaching, and community engagement. The Institute supports entrepreneurial families as they navigate growth, leadership, innovation, and generational transition while fostering connections across a global family enterprise network.

The Bertarelli Institute’s FFI members include William Gartner, P.J. Guinan, Benjapon Jivasantikarn, Alisa Jno-Charles, Rubén Mancha, Angela Randolph, Keith Rollag, and Lauri Union. The Bertarelli Institute for Family Entrepreneurship is a sponsor of the 2026 FFI Global Conference.

William Gartner

Former Best Unpublished Research
Award committee member

P.J. Guinan

Benjapon Jivasantikarn

CFBA

Alisa Jno-Charles

Rubén Mancha

Angela Randolph

2026 FFI conference presenter

Keith Rollag

Lauri Union

2026 FFI conference presenter

Corvalier Trust Company

Founded in 2014 in the Bahamas as Clairmont Trust Company, Corvalier emerged from an understanding of clients’ needs for independence and dedicated, high-quality service. Led by a group of four partners, each with over twenty-five years of experience from top wealth management and fiduciary services firms, Corvalier embodies a culture where trust, commitment, and accountability are engrained in the firm’s practice.

Corvalier’s FFI members include Ana María Correa Echeverri, FFI Fellow Miles H. Evans, FFI Fellow James Hoar, John Jephson, Anna Redgrave, Rene Sonneveld, and FFI Fellow James F. Stewart.

Ana María Correa Echeverri

Miles H. Evans

FFI Fellow

James Hoar

FFI Fellow

John Jephson

Anna Redgrave

Rene Sonneveld

James F. Stewart

FFI Fellow
Former board member

Generation6

Generation6 delivers tailored solutions to complex family enterprise challenges at the family, business, and ownership levels—helping enterprising families navigate the issues that arise as they lead, grow, and sustain their businesses and legacies. By bringing clarity to both family and business systems, their relationship-focused approach supports long-term continuity and sustainable success.

FFI members are Claudia Astrachan, FFI Fellow Joseph H. Astrachan, FFI Fellow Massimo Baù, FFI Fellow Isabel C. Botero, Jesús Casado, Rodrigo J. Himiob, FFI Fellow Andrew Keyt, Veronica Maldonado, FFI Fellow Greg McCann, Anneleen Michiels, Santiago Perry, Torsten Pieper, and Anne Smart.

Claudia Astrachan

2019 co-recipient of
2086 Society grant

Joseph H. Astrachan

FFI Fellow

Massimo Baù

FFI Fellow

Isabel C. Botero

FFI Fellow

Jesús Casado

Former board member

Rodrigo J. Himiob

Andrew Keyt

FFI Fellow
2018 Interdisciplinary Award
2001 International Award

Veronica Maldonado

Greg McCann

FFI Fellow
2016 Interdisciplinary Award
2006 Barbara Hollander Award

Anneleen Michiels

CFWA
2019 co-recipient of
2086 Society grant

Santiago Perry

Torsten Pieper

2026 Interdisciplinary Award
2019 co-recipient of
2086 Society grant

Anne Smart

CFBA

HSBC Private Banking

As part of the HSBC Group, HSBC Private Bank has a network of global experts to help clients access investment opportunities around the globe, plan for the future with wealth and succession planning, manage portfolios with tailored solutions, find the right support for their philanthropic visions, and receive bespoke financing for their needs.

FFI members are David Chiu, Dawn Fung, Andra Ilie, Horace Lau, Ann Ling, Edward Ma, FFI Fellow Aik-Ping Ng, Jackey Tse, and Kelvin Zhuang.

David Chiu

CFBA/CFWA

Dawn Fung

Andra Ilie

Horace Lau

Ann Ling

Aik-Ping Ng

FFI Fellow

Jackey Tse

Kelvin Zhuang

CFBA/CFWA

Loyola University Chicago Family Business Center

The Family Business Center at Loyola University Chicago is a community of business-owning families dedicated to learning and sharing knowledge to repair, sustain, and grow successful family businesses. The Center’s mission is to help family businesses navigate complex generational transitions, strengthening both their family and business.

FFI members are Katie Alexander, Anne Fussichen, Patricia Lee, Karyn Linn, Jill McCall, Kathy McCauley, Elizabeth Pyjov, Bryan I. Schwartz, Shelby Volosin, and Maria Wathen.

Katie Alexander

Anne Fussichen

Patricia Lee

Karyn Linn

Jill McCall

CFBA

Kathy McCauley

Elizabeth Pyjov

Bryan I. Schwartz

Shelby Volosin

Maria Wathen

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FFI Annual Meeting

November 12, 2026, 10:00 a.m., Eastern Time

Register via email invitation link by 12:15 p.m., Eastern Time on November 10, 2026.

Previous Edition

Today’s FFI on Friday issue continues our series featuring 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 to 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.

Read Previous Edition

Dates to Remember