Alliant Private Client, a division of Alliant Insurance Services, manages the insurance needs for affluent individuals and families who require a sophisticated approach to personal risk management. Alliant’s Family Enterprise Risk Practice provides a suite of specialty insurance services that address the complex risks of business owning families and family offices. FFI members from Alliant Private Client include FFI Fellow Linda Bourn, Courtney Eber, Paul Funk, Steven Kent, and Lori Quinn.

The mission of AFHE is to be the leading resource for the on-going advancement, collaboration and education of practicing attorneys and other professionals who provide multi-disciplinary counsel to family-held enterprises.

Among their FFI members are FFI Fellows Warner K. Babcock, Bonnie B. Hartley, Michael Hartley, Linda Mack, Paul Milne, Dennis Passis, Jeff Savlov, Blair Trippe, and Michael Whitty. Other AFHE members were presenters in the FFI 2021global virtual conference.

BanyanGlobal advises the owners of the world’s leading family enterprises as they make difficult decisions during transitions. When set up thoughtfully, a family’s involvement with these enterprises is often the key to their longevity.

FFI members are Vladimir Barbieri, Josh Baron, Nick Di Loreto, Ben Francois, Marion McCollom Hampton, Rob Lachenauer, Aline Porto, and Judy Lin Walsh.

Read Nick Di Loreto and Judy Lin Walsh’s July 2021 FFI Practitioner article, “The Entrepreneurship Gene: How to help your clients cultivate theirs,” a case study about Edouard Thijssen, co-founder of Trusted Family.

The Family Business Consulting Group has earned a reputation as a valuable resource in the family business community helping both the family and the business. Its team of consultants has served over 2,800 client families in 70 countries to achieve one common goal: protect the integrity of the family and the enterprise for future generations. FBCG’s work touches all aspects of the business and family system, identifying the areas where better processes, shareholder and family education, communication, and alignment will lead to better business performance and a stronger family. More than 20 members of FBCG are members of FFI, of which four are FFI Fellows. Drew Mendoza and John Ward, both retired members of FBCG, are FFI Fellows as well as recipients of the Richard Beckhard Practice Award. John Ward is a founding member of FFI.

Family Office Exchange (FOX) is a peer-to-peer network for ultra-wealthy families and their family offices and advisers who utilize FOX’s resources for advice, networking, education, and best practices in wealth management.

FFI members are Mindy Earley, Gabrielle Griffin, firm founder and CEO Sara Hamilton, Glen Johnson, Peter Moustakerski, Scott Muench, Mia Starr, and Scott A. Winget.

Graddha is a wealth dynamics practice founded and led by husband-and-wife team Marlis and Kjartan Jansen. Bringing together more than forty years’ of experience in human health, psychology, and finance, Graddha strives to promote human connection, empowerment, and creativity by understanding wealth in all its forms. Graddha serves individuals, couples, families, and family offices to support multigenerational cohesion and stewardship. Graddha services include preparation of heirs, family meeting facilitation, financial literacy training, advisor training and more.

FFI members are Kjartan Jansen, CFBA and Marlis Jansen.

Trusted Family, founded by two next gen members of business-owning families, has developed an online communications platform that enables families and family businesses to engage, interact, and collaborate more effectively. Trusted Family is a platform where clients organize documents, manage meetings, make decisions, and share information with family members, shareholders, and directors. The firm brings value to multigenerational family businesses and family offices globally by enhancing their board, shareholder, and family communication and collaboration activities via a secure digital, centralized, and permission-based platform.

FFI members are Katie Darnall, Arnaud de Coninck, Magali Houtart, Andrew Harker, Louis Lombard, Elvira Orza, Avelina Perez-Arteta, Edouard Thijssen, and Sofia Vollmer.

Trusted Family was a sponsor of the 2021 Global Conference in London.

Listen to Arnaud de Coninck’s podcast with FFI Practitioner, “How Technology Can Enhance Your Work With Family Enterprise Clients”.