Prepared Exclusively for FFI Members
Congratulations to the 2019 FFI Fellows
November 08, 2019

e are pleased to introduce the following FFI members who were granted Fellow status at the October global conference in Miami.

The FFI Fellows program was inaugurated at the 2001 annual global conference in London. Today, there are more than 260 Fellows who come from more than 30 countries around the world. FFI Fellow status is the most prestigious professional designation offered by the Family Firm Institute.
FFI Fellows must meet these standards:

  • Fellows must complete either the Certificate in Family Business Advising (CFBA) or the Certificate in Family Wealth Advising (CFWA)
  • Fellows must complete an Advanced Certificate, either the ACFBA or ACFWA
  • They must present at an FFI global conference or publish in Family Business Review or in FFI Practitioner
  • Fellows must have been members of the Family Firm Institute for at least ten years.
Please join us in congratulating these dedicated and impressive thought leaders in the field.
2019 FFI Fellows
Jeremy Cheng
The Chinese University of Hong Kong
Hong Kong, China
Ronna J. Gyllenhaal‡
Philadelphia, PA
David Harland*
Brisbane, Australia
David M. Karofsky*
The Family Business Consulting Group
Framingham, MA
Daniel Lorenzo*
University of Cadiz
Cadiz, Spain
Anthony D. Macaluso*
Belden Hill Partners
Stamford, CT
Rochelle Mendelsohn
Strategies, Inc.
Owings Mills, MD
John E. Neff*
Family Enterprise Consulting, LLC
Dayton, OH
Dennis Passis
Family Wealth Library
Highland Park, IL
Brian K. Stafford*
The FERM Group
Mount Pleasant, SC
Shelley M. Taylor*
Institute for Entrepreneurial Excellence
Pittsburgh, PA
Wendy R. Ulaszek‡
Lansberg, Gersick & Associates, LLC
Ellington, CT
*Also received the Advanced Certificate in Family Business Advising (ACFBA) in Miami.
‡Also received the Advanced Certificate in Family Wealth Advising (ACFWA) in Miami.
The 2019 FFI Fellows at the Global Conference in Miami
Left to right: Dennis Passis, John E. Neff, Jeremy Cheng, Shelley M. Taylor, David M. Karofsky, Rochelle Mendelsohn, Ronna J. Gyllenhaal, Brian K. Stafford, Daniel Lorenzo, and Anthony D. Macaluso
Previous Edition
Continuing our series on the graduates of the GEN program, we are pleased to feature October graduates of the Advanced Certificate programs.

In order to be eligible for the Advanced Certificate programs, participants must be FFI members in good standing who have received the Certificate in Family Business Advising (CFBA) and/or in Family Wealth Advising (CFWA). Advanced Certificate participants must attend one FFI global conference during their program enrollment.

Dates to Remember
New England Chapter breakfast meeting | 8:00AM-9:30AM
Host: Burns and Levinson, 125 High Street, Boston, MA
Program: “Creating a Hum in the Next Generation—Rather Than a Ho-Hum”

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NYC regional meeting | 4:30PM-7:00PM
Host: J.P. Morgan, 390 Madison Avenue, New York City
Program: Master Class with Justin Blake, Edelman, “Implications on Trust for Family Businesses”

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GEN Alumni Webinar Series
What’s in a Name: Mediation, Facilitation, or Consultation? (By invitation only)
Presenter: John Wofford, Esq.
Building Family Business Boards for the Long Term
STEP Business Families Special Interest Group in London
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