Congratulations to the Q4 Graduates

Prepared Exclusively for FFI Members

December 17, 2021

T

oday, we recognize the accomplishment of the 2021 Q4 GEN graduates and Fellows.

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.

CFBA and CFWA Certificate Graduates

Esiri Agbeyi
PwC
Lagos, Nigeria
CFBA

Betsey Fortlouis
InnerWill Leadership Institute
Richmond, VA
CFBA

Kjartan S. Jansen
Graddha, LLC
Mill Valley, CA
CFBA

Heinrich Liechtenstein
IESE
Barcelona, Spain
CFBA

Naushad Merchant
Merchant Capital Partners AG
Walchwil, Switzerland
CFWA

Carol Mushriqui
JP Morgan Private Bank
London, United Kingdom
CFBA

Donald P. Opatrny
The Lovins Group
Guilford, CT
CFWA

Dennis Owusu Oteng
Labianca Company, Ltd.
Accra, Ghana
CFBA

Karin Zambrano
Proeza
Monterrey, Mexico
CFBA

Dual Certificate (CFBA/CFWA) Graduates

Kelly Garcia Arrillaga
First Republic Investment Management
San Diego, CA

Luisa Cardona
Fidelius Guatemala
Guatemala City, Guatemala

Kimberly Christine Sly Go
JSG Group of Companies
Manila, Philippines

Ho Wei Kee
Lombard Odier
Singapore

Kristin Keffeler
Illumination360
Niwot, CO

Alexander Koeberle-Schmid
PwC Germany
Berlin, Germany

Lynn Lee
Golden Equator Wealth
Singapore

Ernesto Lewin
Fidelius Guatemala
Guatemala City, Guatemala

Margaret Liu
First Republic
Bellevue, WA

Anne Philipsen
UBS Switzerland AG
Zürich, Switzerland

Julie Rousseau
The Atwood Group
First Republic Investment Management
Natick, MA

Ping (Renee) Zhao
Independent advisor
Manly, Australia

Jin Zheng
Hong Kong Noble Wealth Management Limited
Hong Kong

Advanced Certificates and Fellows

Massimo Baù^‡
Jönköping International Business School
Jönköping, Sweden
2021 Fellow

Monika Hudson
University of San Francisco
San Francisco, CA
ACFBA

Rodolfo Lou*
ActionCoach Business Coaching
Guatemala City, Guatemala
ACFBA

Anne Prenez^§
HSBC UK
London, United Kingdom
ACFWA

*Also completed CFBA in Q4
^§Also completed CFWA in Q4
^‡Also completed ACFBA in Q4

Thanks to the Q4 GEN Certificate Faculty

GEN 102: Systems Thinking for the Family Enterprise Advisor
Ian Macnaughton, Helena von der Esch

GEN 201: The Action Research Model as Applied to Family Enterprise Advising
Daphne McGuffin

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

GEN 501: Evidence-Based Advising: Using Research to Empower Family Enterprises
Daphne McGuffin, Natalie McVeigh

GEN 502: Family Governance in the Family Enterprise: A Key Structural Element in Family Enterprise Governance
Jennifer East

Dates to Remember

December 31

Last day to register at the Year End Special rates

Organizational Member Registration

Individual Member Registration (Includes Consultants and Speakers Listing)

January 28

Last day to submit a proposal for the 2022 conference

Submit Your Proposal

Previous Edition

The second report from the 2086 Society grant recipients is now available. Read on for “The Governance Marathon: Dynamic Durability in Entrepreneurial Families amid Disruptions” by 2020 grant recipients Jeremy Cheng, Kevin Au, Marta Widz and Marshall Jen.