Congratulations to the Q1 GEN Certificate Graduates

silhouette of six business people, standing in front of a sunset with their arms up in celebration

Prepared Exclusively for FFI Members

April 07, 2023

T

oday, we recognize the accomplishment of the 2023 Q1 GEN graduates.

These individuals, coming from across the globe and across the disciplines, have accessed and completed programs of curated content and research-based resources with their peers and a highly skilled faculty, developing a global network of fellow students who advise and study multi-generational families.

Please join us in congratulating their outstanding achievement.

Three of this quarter’s graduates were recipients of scholarships for GEN certificate programs. Five scholarships are available for qualifying students, but applications close on May 1! Learn more about the scholarships and apply here.

Certificate in Family Business Advising (CFBA)

Carlos Aldape
Universidad de Monterrey
San Pedro, Mexico

Jaly Vibeth Chea Menendez
Universidad Francisco Marroquin
Guatemala City, Guatemala

Christiane Masiero Bittencourt David
Cláudia Tondo Advisors
San Antonio, TX, USA

Benjapon Jivasantikarn
Bertarelli Institute for Family Entrepreneurship at Babson College
Babson Park, MA, USA

Jeffrey K. Scott
Scott Machinery Ventures
Salt Lake City, UT, USA

Marvin Soco
Premier Family Business Consulting
Cebu City, Philippines

Certificate in Family Wealth Advising (CFWA)

Esanju Bonga
Esanju Bonga Counselling Services
Waterloo, ON, Canada

Ria N. Mankee-Sookram
Mankee-Sookram & Co.
Port of Spain, Trinidad

Wanja Michuki
b.Bold Consulting & Advisory Ltd.
Nairobi, Kenya

Dual Certificates in Family Business Advising and Family Wealth Advising (CFBA/CFWA)

Chan Ee Lin
Business Families Advisory Ltd.
Penang, Malaysia

Britta Gruenig
Gruenig & Partners GmbH
Zurich, Switzerland

Pauline Lemaire
Pictet Group
Geneva, Switzerland

Victoria Papworth
Coutts & Co.
London, United Kingdom

Chan Ee Lin
Business Families Advisory Ltd.
Penang, Malaysia

Britta Gruenig
Gruenig & Partners GmbH
Zurich, Switzerland

Pauline Lemaire
Pictet Group
Geneva, Switzerland

Victoria Papworth
Coutts & Co.
London, United Kingdom

Thanks to the Q1 FFI GEN Faculty

GEN 102: Systems Thinking for the Family Enterprise Advisor
Annika Hall, Pilar Tolentino

GEN 201: The Action Research Model as Applied to Family Enterprise Advising
Mairi Mickel

GEN 202: Advising the Family Wealth System: A Multidisciplinary Approach
Vaughan Scott

GEN 501: Evidence-Based Advising: Using Research to Empower Family Enterprises
Fabian Bernhard

Register for the 2023 Global Conference

Register at the Spring Rate

Make Hotel Reservations at Special FFI Rate

STEP Private Client Awards

The annual STEP Private Client Awards are open for entry until April 14, 2023. Entries are open globally to both STEP members and non-members.

Learn more and enter

Attorneys for Family-Held Enterprises
2023 Spring Conference

Registration is open for the AFHE Spring Conference, April 20-21, in Chicago. FFI members register at a discounted rate.

Learn more and register

Eleventh Annual Schlesinger Global
Family Enterprise Case Competition (SG-FECC)

Registration is open for the SG-FECC at the UVM Grossman School of Business. Register by June 15.

Learn more and register

Previous Edition

Today we are pleased to announce the 2023 Global Conference, “Evolving the Conversation: The Future of Family Enterprise Advising and Research.” The 2023 conference will be held at the Marriott Marquis in Times Square, New York City, from October 25–27, and has been designed and created by the Conference Program Committee, chaired by Belinda Sneddon of PwC. The 2023 academic host is the IMD Business School in Lausanne, Switzerland.