Axiom is a full-service financial planning-based wealth management practice whose mission is to help individuals and families of all sizes grow and protect their wealth through objective, thoughtful advice, anchored in deep subject-matter expertise. Axiom’s vision is to be thought leaders when helping others define their paths to happiness, leading with their core values of service, integrity, accountability, growth, and innovation.

FFI members include Michelle Konkle, FFI Fellow and GEN faculty member Vaughan Scott, Dax Whitehouse, and Ric Wrye.

The 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 3,000 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, five of which are FFI Fellows.

Geller Advisors provides financial services and comprehensive family office solutions to high-net-worth individuals, families, non-profit foundations, and operating businesses. The firm is a wholly-owned subsidiary of Geller & Company and an SEC registered investment advisor.* Geller Advisors delivers a wide array of services, including Investment Management, CFO Services, Tax Advisory Services, and Strategic Financial Planning.

FFI Members include Scott Bush, Martim de Arantes Oliveira, Brian Feliciano, Sara Gallucci, Mona Monahi, Paul Oliva, FFI Fellow and former board member Mark B. Rubin, and Rebecca Simone (Geller & Company).

*This registration does not imply any level of skill or training.

The Instituut Voor Het Familiebedrijf (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.

The Institute’s 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.

Lansberg Gersick Advisors (LGA) is a global consulting and research firm. Founded in 1997 by Ivan Lansberg and Kelin Gersick, it was built on their longstanding collaboration as advisors and founding academics in the family enterprise field. For over 25 years, LGA has provided tailored advisory services and education to support family enterprise continuity across generations. Their global team serves leading family businesses, family offices, and family foundations wherever in the world they live, work and play.

FFI members include Catalina Arango, CFBA, and FFI Fellows include Neus Feliu, Kelin Gersick, Katherine Grady, Ivan Lansberg, Maria Dolores Moreno, and Wendy R. Ulaszek.

Lansberg Gersick Advisors is sponsoring the 2023 Family Business Review Best Article Award.

Since its founding a century ago, Pitcairn has been 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 Leslie Voth, Chairman, CEO & President; Andy Busser, President, Family Office; Karen Carlson, ACFWA; Amy Hart Clyne, CFBA, Chief Knowledge & Learning Officer; Laura Kremp; Laurie R. Martin; J. Matthew McCarte; Andrew Pitcairn; and Mark Robinson.

Pitcairn is sponsoring the Fellows Breakfast at the 2023 FFI Global Conference in New York.