Bank of America Private Bank offers personalized strategies to help families manage the complexities of wealth. Its range of services include broad-based investment management, managing customized trusts, administering complex estates and providing cash/treasury management, reporting and accounting support to family offices.

Bank of America Private Bank’s 2022 awards include Best Private Bank in North America by The Digital Banker’s 2022 Global Private Banking Innovation Awards; the Family Wealth Report Award for Best National and Regional Private Bank; and the Wealth Briefing Award for Best Bank Philanthropy Offering.

FFI members are FFI Fellow Carrie R. Seligman, Charles Simonds, Elizabeth Thiessen, and Howard M. Weiss.

BDO Advisory BV, based in the Netherlands, is a family business focused advisory firm that provides professional services to families and family enterprises to secure stability and plan for the future.

FFI members are Machiel Gosschalk, ACFBA; Desi Kloosterboer; Ruud Loos; Michel Prent, ACFBA/ACFWA; and Sanne van der Donk.

Family Enterprise Canada is the national community for family business in Canada. Their goal is to ensure the long-term success and continuity of enterprising families and their family enterprises, across generations. Family Enterprise Canada empowers business families and certified Family Enterprise Advisors (FEAs) to thrive by providing a dynamic peer community, family-focused learning, relevant insights, a family enterprise specific designation and—together with the Family Enterprise Foundation—a voice for all.

FFI members are Bill Brushett, Claire Lynch, Tim Mohr, Renee Nelson, FFI Fellow Wendy Sage-Hayward, Sheila Scott, and FFI Fellow Ruth E. Steverlynck.

TriBridge Partners, LLC helps protect the assets of its clients by bridging the exposure gaps to create continuity through the expertise of the firm’s associates in combination with strategies and solutions. The firm assists its family business clients with continuity planning, multi-generational transitions, and compensation and benefits. 
 
FFI members are Jason Ditto, Jay Menton, FFI Fellow David M. Morris, John C. Morris, Kim Natovitz, Chris Schneider, Sarah Speed, and Paul Younkins.