n this issue, we highlight the Q3 GEN graduates receiving Family Business Advising (CFBA) and Family Wealth Advising (CFWA) 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 we will feature the dual certificate recipients.
Amara Raja Group
Hyderabad City, India
Premier Family Business
Cebu City, Philippines
SP&E Consultants
Pinecrest, FL
EY Private Client Services
Hong Kong
RiverPoint Consulting Inc.
Toronto, Canada
HSBC
Shanghai
IMC Pan Asia Alliance
Singapore
Ernst & Young Limited
Christchurch, New Zealand
Pitcairn
New York, NY
Fidelity Family Office Services
Boston, MA
Magellan Law, PLC
Scottsdale, AZ
AF Holdings, Ltd.
Nassau, Bahamas
Pitcairn
Philadelphia, PA
Lansberg, Gersick & Associates, LLC
Ellington, CT
Sino-American Family Office Foundation
Shanghai, China
Ricardo Fainsilber, Annika Hall, Pilar Unidad-Tolentino
GEN 201: Family Enterprise Advising and Consulting
Daphne McGuffin, Mairi Mickel
Alex Hayward, Vaughan Scott
GEN 501: Myths, Realities, and Trends in the Field of Family Enterprise
Jeremy Cheng, Anthony Devine, Asher Noor
Dates to Remember23-25
5
70 West Madison, Suite 230, Chicago
Program: Optimizing the Human Potential of M&A Transactions: Planning for the “unexpected people problems” for ultimate deal success
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14
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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19
What’s in a Name: Mediation, Facilitation, or Consultation? (By invitation only)
Presenter: John Wofford, Esq.
22
STEP Business Families Special Interest Group in London
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