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, Lori Quinn, and Emily Zobian.

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 Debbie Bing, Nancy Drozdow, Megan Helzner, Katelyn Husereau, Sara Miller-Paul, Daphnie Pierre, Todd Smith, and Caleb White.

CFAR was a sponsor of the 2022 global conference.

Coutts & Co. has a 330-year history of working with families in business starting from its origins as a family run business itself, focusing on the contribution these companies and families make to global economies and societies. The Coutts Institute provides business families with advice and expertise on themes such as family governance, business and wealth succession, philanthropy and next generation education.

FFI members are Alexandra Delcea, Rachel Harrington, Stuart May, Victoria Papworth, and Irene Wolstenholme.

Family Office Exchange (FOX) is a peer-to-peer network for ultra-wealthy families and their family offices and advisors 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, Hilary Leav, Peter Moustakerski, Scott Muench, Matthew Murphy, Mia Starr, David Toth, 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 and Marlis Jansen.

The Centre for Family Entrepreneurship and Ownership (CeFEO) at Jönköping International Business School (JIBS) is one of the leading research environments worldwide in family business studies, with more than 60 scholars and 25 affiliated researchers, plus a large turnover of visiting scholars. While having a specific focus on ownership and family business issues, researchers associated with CeFEO also conduct extensive and impactful research on topics like strategy, organization, accounting, entrepreneurship, innovation, and internationalization.

FFI members include Hanna Almlöf, CeFEO Director Massimo Baù, Joaquín Cestino Castilla, Kajsa Haag, Josh Hsueh, Carla Machado, Leif Melin, Mattias Nordqvist, Daniel Pittino, and Marcela Ramirez Pasillas.