Originally a research center inside the Wharton School, CFAR is a private management consulting firm that has served the entire family enterprise from offices in Philadelphia and Boston for four decades. CFAR helps family enterprise leaders address complex issues at the intersection of economics and relationships, including strategy, culture, succession, governance, conflict resolution and leadership development.

FFI members include FFI Fellow Debbie Bing; FFI Fellow Nancy Drozdow; Megan Helzner; Katelyn Husereau, CFBA; Todd Smith; and Caleb White.

Listen to Debbie Bing’s FFI Practitioner podcast episode with Futurenaut-in-Residence Mark Stevenson, “Falling in Love with the Future”

Coutts & Co. has a 300-year history of working with families in business, focusing on the contribution these companies make to global economies and societies. The Coutts Institute provides business families with advice and expertise on themes such as family governance, ownership succession, and leadership development. FFI members are Alexandra Delcea, CFBA/CFWA; Rachel Harrington, CFBA/CFWA; Stuart May, CFBA/CFWA; and Irene Wolstenholme, CFWA.

Geller Advisors, a wholly-owned subsidiary of Geller & Company, provides financial services to high-net-worth individuals, families, non-profit foundations and operating businesses. The firm is currently comprised of over 150 professionals who deliver a wide array of services, including Investment Management, CFO Services, Tax Advisory Services, Cyber Services, Trustee & Administration Services, Real Estate Services, and Philanthropic Services. Members include Sara Gallucci, Tricia Levin, Paul Oliva, and FFI Fellow and former board member Mark B. Rubin.

The Institute for Family Business (IFB) is a knowledge center for family businesses in Flanders. The IFB wants to inform, advise and guide family businesses on all aspects that characterize family business. In this way, the Institute wants to contribute to the professionalization, continuity and further development of family businesses in Flanders. Based on its ambition to be a thought leader for family business leaders, the Institute for Family Business takes initiatives regarding education, networking, research, advocacy and international contacts. FFI members are FFI Fellow Sofie Lerut, FFI Fellow and former board member Józef Lievens, and Patrick De Schutter, the Institute’s co-founder and co-managing director.

Read Sofie and Józef’s September 2021 FFI Practitioner article, “A Strong Owners Team: An asset for the family business”

Pitcairn is a leading multi-family office, dedicated to helping families sustain and grow their substantial, often complex financial assets and support their unique heritage across multiple generations. Using their comprehensive Wealth Momentum® family office model, Pitcairn provides every service wealthy families and family offices need across both financial and family dimensions. FFI members include Andy Busser, President, Family Office; Karen Carlson, ACFWA; Amy Hart Clyne, CFBA, Chief Knowledge & Learning Officer; Andrew Pitcairn; and Leslie Voth, Chairman, CEO & President. Pitcairn was a sponsor of the 2021 Global Conference in London.

Relative Solutions, LLC is a pioneer in the field of family enterprise. The firm’s experience with innovative tools and proven methodology help families with shared assets manage complexity and generational transitions. Relative Solutions works with families on issues of governance, strategic planning, philanthropy, or the meaning and impact of wealth, tailoring its offerings to the client’s strengths in pursuit of sustainable and resilient transgenerational family enterprises.

FFI members are Vanessa Garibaldi, Carolyn Greenspon, Cathy Holuk, Rebecca Meyer, Bryn Mars Monahan, and FFI founding member Fredda Herz Brown. Fredda is also an FFI Fellow, a recipient of the 1996 Barbara Hollander Award and the 2002 Richard Beckhard Practice Award, and a mentor in the GEN program. Fredda is a founding member of the 2086 Society as well.