As one of the nation’s largest family-owned and -led banks, First Bank has enjoyed a legacy of strength for over 100 years. Now in its fourth generation of single-family ownership, First Bank has first-hand knowledge of exceeding the challenges of business. Fully committed to serving all clients, family-owned businesses are one segment First Bank passionately serves.

With this commitment, First Bank continues its focus on developing strategic partnerships while also expanding products and services to holistically serve family-owned businesses. First Bank is proud to help these vital businesses thrive across generations with the launch of the Center for Family-Owned Businesses, featuring an educational webinar series, an online repository of resources, insights from thought leaders, and conversations with leaders about issues unique to their family business.

Formue was established as Formuesforvaltning in 2000 and now has substantial operations in Sweden and Norway, as well as an office in London. Formue is an independent advisory office, offering holistic services in financial planning, investment analysis, allocation/market view, legal and tax evaluations, accounting, banking evaluations, and in topics related to retirement and insurance. Formue’s FFI members are Alexander Heiberg, Deputy CEO / Head of Wealth Planning and Family Wealth Services, Philip Mitchel, Senior Sustainability Advisor and FFI Fellow Helena von der Esch, Senior Family Advisor.

Helena’s March 2022 article for FFI Practitioner, “Wealthy Women as an Accelerator for Sustainability Impact,” discussed Formue’s 2020 report, “Scan Her Wealth: How wealthy Scandinavian women view being wealthy”

KPMG Private Enterprise Family Business advisors understand the dynamics of a successful family business and work with clients to provide tailored advice and experienced guidance to help them succeed. To support the unique needs of family businesses, KPMG Private Enterprise coordinates with a global network dedicated to offering relevant information and advice to family-owned businesses and family offices. Nearly 50 KPMG professionals belong to FFI.
 
The Global Centre of Excellence for Family Business, led by Tom McGinness and Daniel Trimarchi, is responsible for the delivery of key thought leadership reports and whitepapers, and the development of engagement tools and resources supporting family business leaders across the globe.

Morgan Lewis, a global law firm with offices in strategic hubs of commerce throughout the world, works with a range of clients and has an established practice advising family businesses and ultra-wealthy family business owners. John Kober along with his team has worked with family business clients on liquidity transactions, family shareholder dispute resolution, ESOP, and family foundation integration in the family business to balance the family power, and consultation with boards of family businesses. The Morgan Lewis team and FFI members are Karen Abesamis, Chuck Bogle, Dan Carmody, Lauren Hutton-Work, Danby Kim, John Kober, Jason Ray, Timothy Rupp, Courtney Sokol, Kelsey Warren.

Prairie Family Business Association helps family businesses thrive through generations. The Association is a key outreach center of the University of South Dakota Beacom School of Business. More than 230 businesses are part of membership, which is open to any family business in the U.S. or throughout the globe. Programming is offered throughout the year with the premier program, the annual hybrid family business conference, held each April. FFI members are De Vee Dykstra, University of South Dakota Beacom School of Business; Stephanie Larscheid, Prairie Family Business Association executive director; Sandra McNeely, FFI Fellow, board member, and treasurer; and Alex Patnaud, Prairie Family Business Association office manager.

PwC helps family businesses manage ownership and growth at every stage, by providing support with family governance, succession planning and business continuity, next generation education and transition, private wealth management and family office, philanthropy, values and purpose, and more. Serving businesses at various points in their journey to success, PwC provides insights and solutions to stay fit for growth and move forward at the right pace. PwC’s Global NextGen Survey 2022, the most extensive survey of the next generation of family business leaders that the firm has conducted, shows how global challenges have united multiple generations around the goal of driving growth to secure the stability of the business and the family.

More than 100 PwC family business experts worldwide are FFI members. Recent graduates of the GEN certificate program include Esiri Agbeyi (CFBA), Cydnee Griffin (CFBA/CFWA), and Alexander C. Koeberle-Schmid (CFBA/CFWA). Naomi de Wet received a partial GEN scholarship thanks to a 2022 FFI Board initiative.

Belinda Sneddon is chair of the 2023 New York conference program committee. Francesca Ambrosini is an FFI Fellow, and Peter Englisch, CFBA/CFWA, is a member of the FFI board of directors.