Congratulations to the Q2 GEN CFWA and Dual Certificate Graduates

Prepared Exclusively for FFI Members

July 12, 2019

Introduction

I

n this issue, we highlight the Q2 GEN graduates, including those receiving Family Wealth Advising (CFWA) and Dual (CFWA and Certificate in Family Business Advising (CWBA) certificates. 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. Next week’s issue will feature the Q2 graduates receiving Family Business Advising (CFBA) and Advanced Family Business Advising (ACFBA) Certificates.

Certificate in Family Wealth Advising (CFWA)

Will Becker
DeDora Capital
Napa, CA

Olivier Rieu
Equance
Montpellier, France

Dr. Mohar Yusof
Graduate School of Business, Universiti Tun Abdul Razak
Kuala Lumpur, Malaysia

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

I-Ning Cheong
Citi Private Bank
Singapore

Chiam Li Li
Morgan Stanley Asia International Limited
Singapore

Kevin Howell
Ouch! Consult
Pretoria, South Africa

Aik-Ping Ng
UBS AG
Hong Kong

Roman Schnider
Ernst & Young AG
Zug, Switzerland

Ben Stark
Alexanders Wealth Management
Glasgow, Scotland

Thanks to the GEN Q2 Faculty

GEN 102: Self in Systems
Ricardo Fainsilber and Ian Macnaughton

GEN 201: Family Enterprise Advising and Consulting
Natalie McVeigh and Mairi Mickel

GEN 202: Families of Wealth
Richard Boyce

GEN 501: Myths, Realities, and Trends in the Field of Family Enterprise
Patricia Angus and Frank Barbera

GEN 502: Family Governance in the Family Enterprise
Miguel Ramirez Barber and Jennifer East

Built for busy professionals, FFI GEN delivers world-class curriculum, unparalleled access to faculty and thought leaders, and connections to a global network of specialists in the field. Want to take your skills to the next level? Q3 enrollment is now open.

Learn more & Enroll

We invite GEN grads to the upcoming webinar

July 23, 2019 10:00AM ET
Lessons for Estate Planners and Their Clients from the Life and Novels of Jane Austen
Michael D. Whitty, J.D., CFP® , FFI Fellow
Partner in the Corporate Practice Group of Freeborn & Peters LLP

Learn more & Register

Previous Edition

We continue with a second summer installment featuring FFI Organizational members, presenting six more organizations and educational institutions.