Prepared Exclusively for FFI Members

Congratulations to the Recipients of the 2019 Global Education Network (GEN) Scholarships
May 17, 2019

e are pleased to announce the 2019 winners of the FFI GEN scholarships and to thank the generous sponsors of these five awards for leading the way in ensuring that professionals in the field receive the outstanding interdisciplinary education that FFI has become known for globally.

Crystal, The Private Group of Alliant Scholarship
The scholarship is for next-gen family business members who would like to formalize their learning on the family enterprise.
2019 Recipient
Luciana Lucena de Lima is a global senior advisor with more than 15 years of experience advising ultra-high-net-worth families. She is a PhD researcher at the St. Gallen University and a Research Fellow at the ESADE University. Her research focuses on issues of family governance and succession and identity development and philanthropy. She has worked for global banks advising wealth families worldwide and has first-hand experience with family business setbacks that shaped all her career decisions. Luciana comes from a family business in Brazil.
Crystal, The Private Group of Alliant is one of the world’s leading strategic risk and insurance advisors, assisting clients in protecting their legacies and planning for the future.
de Visscher & Co. Scholarship
In 2010, to celebrate its 20th year as a company devoted to advising family enterprises, de Visscher & Co. established a GEN scholarship for next generation consultants and advisors in the field.
2019 Recipient
Mita Dixit is a co-founder, director, and a family business advisor at Equations Advisors Private Limited, India. She is a researcher, academician, case writer, as well as an advisor with expertise in guiding business-owning families on family governance, next-gen transition, conflict management, and succession planning. India is the fastest growing economy with businesses predominantly owned and managed by family with family business advising being a nascent field.
de Visscher & Co. is an independent financial advisor to business owning families and closely held businesses worldwide.
Waesche Family Scholarship
This scholarship is intended for those in need of financial support to take the next step in their professional development within the field of family enterprise. Preference is given to applicants who research and aid in the understanding of the inescapable influence of money on the family enterprise.
2019 Recipient
Shilpa Mirchandani serves as the Senior Wealth Planner for the Wealth Planning Group at City National Bank in Beverly Hills. Shilpa provides comprehensive wealth planning services to families, taking into consideration their values, goals, family history, and dynamics. She is passionate about cultivating understanding and communication among families, and empowering the rising generation of inheritors, investors, and leaders through education and compassion.
The Waesche Family Scholarship is the charitable arm of Resource Management, LLC, a family-owned Registered Investment Advisory Firm specializing in helping family enterprises transition ownership and wealth through the generations.
AlTouq Group Scholarship
The annual scholarship aims to support family business practitioners or next-gen family members, committed to the field of family enterprise. This scholarship is for those who wish to pursue an FFI GEN Advanced Certificate.
2019 Recipient
Esther Kong, CFBA, is the deputy director of the Business Families Institute @ Singapore Management University (BFI@SMU). She is also an executive committee member of the FFI Asian Circle Virtual Study Group. As the deputy director, Esther structures and implements research partnership strategies, as well as leads the development of educational programs and bespoke events for business families and advisors. She completed the CFBA program in 2016.
The AlTouq Group is a Saudi Arabian Family Office established in the 1970’s as an investment vehicle for the AlTouq family. It has grown into a sophisticated local and international investor with a global revenue generating asset base.
Fitzpatrick & Francis Family Business Continuity Foundation Scholarship
This scholarship, for those who wish to pursue an FFI GEN Advanced Certificate, was established in 2013 to further its mission of ensuring that family businesses receive the best possible advice as they plan to successfully transfer ownership and leadership of their enterprise from one generation to the next.
2019 Recipient
Elaine King, CFBA, is a professional with expertise in international family financial planning. The founder of Family and Money Matters™, she is a Florida Supreme Court Family Mediator and a Certified Coach from the University of Miami (ICF). Elaine serves on the advisory board of Asociación de Empresas Familiares (AEF) and The Estate Planning Council (EPC), among other organizations. She received her CFBA from FFI in 2015.
Fitzpatrick & Francis Family Business Continuity Foundation is dedicated to providing financial support for the training and education of family business advisors either through grants directly to individuals or to institutions that provide education and training to individuals.
Past Recipients
The GEN Program
To learn more about the FFI GEN program, visit
May 31 is the last day to enroll in Q2 GEN courses.
Sponsor a Scholarship
Interested in sponsoring a GEN scholarship? Please contact Susan Gabert for details on creating a named GEN scholarship.
Dates to Remember
Last day to enroll in Q2 GEN courses
NYC Regional Committee event | 4:30PM to 7:30PM
Host: Trusted Family, 1177 Avenue of the Americas, 7th fl., New York City
Program: The Paradigm Shift in Addiction Treatment: Implications for Families, Businesses, and their Family Enterprise Advisors
Email if you have not received an invitation
Last day to submit a case for the Family Enterprise Case Competition
view details
Last day to submit proposals for the 4th Review Issue of Family Business Review (FBR)
view details
Previous Edition
We are pleased to provide you with an advance look at the June 2019 issue of Family Business Review (FBR).