business partners sitting around a table to discuss matters at hand
Prepared Exclusively for FFI Members
Featuring the 2023 FFI Organizational Members: Part III
April 14, 2023
FFI on Friday; April 14, 2023 cover
T

oday, we are pleased to continue our series featuring the FFI organizational members for 2023. These five members, which include distinguished organizations, associations, and educational institutions, are increasing the global footprint of the field.

Attorneys for Family-Held Enterprises logo

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 Doug Baumoel, Bonnie Hartley, Michael Hartley, Andrew Karlen, Paul Milne, Dennis Passis, Steven Rolfe, Jeff Savlov, Blair Trippe, and Michael Whitty.

Jeff Savlov is presenting at the FFI Global Conference in October.

Doug Baumoel

Doug Baumoel
FFI Fellow

Andrew Karlen

Andrew Karlen
FFI Fellow

Steven Rolfe
Steven Rolfe
FFI Fellow
Bonnie Hartley<br />

Bonnie Hartley
FFI Fellow

Paul Milne
Paul Milne
FFI Fellow
Jeff Savlov

Jeff Savlov
FFI Fellow
2023 FFI Conference presenter

Michael Whitty
Michael Whitty
FFI Fellow
Michael Hartley

Michael Hartley
FFI Fellow

Dennis Passis
Dennis Passis
FFI Fellow
Blair Trippe

Blair Trippe
FFI Fellow

Banyon Global logo

BanyanGlobal works with owners of shared family assets to help them navigate critical decisions they face, such as during a generational transition. Their team helps clients uncover how their family business system works, clarify decisions, and understand their options and implications.

BanyanGlobal’s FFI members are Vladimir Barbieri, Josh Baron, Nick Di Loreto, Ben Francois, Marion McCollom Hampton, Dennis Jaffe, Rob Lachenauer, Hans Latta, Aline Porto, Omar Romman, Michelle Shafer, and Judy Lin Walsh.

Vladimir Barbieri
Vladimir Barbieri
Ben Francois
Ben Francois
Josh Baron
Josh Baron
Marion McCollom Hampton
Marion McCollom Hampton
FFI Fellow
Nick Di Loreto
Nick Di Loreto
Dennis Jaffe
Dennis Jaffe
FFI Fellow
Richard Beckhard Award
International Award
Rob Lachenauer
Rob Lachenauer
Hans Latta
Hans Latta
CFBA
Aline Porto
Aline Porto
Omar Romman
Omar Romman
Michelle Shafer
Michelle Shafer
Judy Lin Walsh
Judy Lin Walsh
2023 FFI Conference presenter
EDHEC logo
EDHEC Business School was created in 1906 by and for entrepreneurs, and the EDHEC Family Business Research Center was founded in 2012 with the mission to inspire and support family business communities and their stakeholders in sustaining a responsible entrepreneurial model across generations. It offers a holistic approach to the family business encompassing financial and socio-emotional dimensions at each level of its research, education, and dissemination activities.

FFI members are Fabian Bernhard, Ludovic Cailluet, Rania Labaki, and Lorraine M. Uhlaner.

Fabian Bernhard
Fabian Bernhard
FFI Fellow
GEN Faculty
Ludovic Cailluet
Ludovic Cailluet
Lorraine M. Uhlaner
Lorraine M. Uhlaner
FFI Fellow
Rania Labaki
Rania Labaki
FFI Fellow
Barbara Hollander Award
FBR Award
Best Unpublished Research Paper Award
REGENERATION logo

REGENERATION has focused on supporting family businesses for more than 25 years, helping clients increase business and wealth while strengthening their families. The firm’s areas of expertise include conflict resolution, succession, communication, governance, fiscal responsibility, business strategy, and addiction.

Their FFI members are FFI Fellows Elle Hansen and James O. Hutcheson.

REGENERATION is sponsoring the Closing Keynote with Grace Lordan at the FFI Global Conference in October.

Elle Hansen
Elle Hansen
FFI Fellow
Global 9 VSG co-chair
James O. Hutcheson
James O. Hutcheson
FFI Fellow
Richard Beckhard Award
relative solutions logo

Relative Solutions, LLC is a pioneer in the field of family enterprise. The firm’s experience with innovative tools and proven methodology helps families with shared assets manage complexity and generational transitions. Relative Solutions works with families on issues of governance, strategic planning, philanthropy, or the meaning and impact of wealth, tailoring its offerings to the client’s strengths in pursuit of sustainable and resilient transgenerational family enterprises.

FFI members are Vanessa Garibaldi, Carolyn D. Greenspon, Cathy Holuk, Rebecca Meyer, Bryn Mars Monahan, Jillian Wagenheim, and FFI founding member Fredda Herz Brown. Fredda is also an FFI Fellow, a founding member of the 2086 Society, and a recipient of the Barbara Hollander and Richard Beckhard Practice Awards.

Fredda Herz Brown
Fredda Herz Brown
FFI Fellow
Barbara Hollander Award
Richard Beckhard Award
2086 Society founding member
Vanessa Garibaldi
Vanessa Garibaldi
Carolyn D. Greenspon
Carolyn D. Greenspon
2023 Conference Program Committee
2023 Global Conference presenter
Cathy Holuk
Cathy Holuk
Rebecca Meyer
Rebecca Meyer
2023 Global Conference presenter
Jillian Wagenheim
Jillian Wagenheim
CFBA/CFWA
Bryn Mars Monahan
Bryn Mars Monahan
Attorneys for Family-Held Enterprises
2023 Spring Conference

Registration is open for the AFHE Spring Conference, April 20-21, in Chicago. FFI members register at a discounted rate.

Eleventh Annual Schlesinger Global
Family Enterprise Case Competition (SG-FECC)

Registration is open for the SG-FECC at the UVM Grossman School of Business. Register by June 15.
Previous Edition
FFI on Friday; April 07, 2023 cover
Today, we recognize the accomplishment of the 2023 Q1 GEN graduates.

These individuals, coming from across the globe and across the disciplines, have accessed and completed programs of curated content and research-based resources with their peers and a highly skilled faculty, developing a global network of fellow students who advise and study multi-generational families.

Dates to Remember
APR
30
Last day to enroll in Q2 GEN Core and Advanced Programs
View Details and Register
May
01
Application Deadline for FFI GEN Scholarships
View Details

Deadline to submit Achievement Award Nominations
View Details

May
03
Creating Waves: How a systemic investing approach can benefit your family enterprise clients, your practice and impact the world
FFI GEN graduates and current students are invited to attend this webinar with FFI 2086 Society Scholar-in-Residence, Jason Jay.
View Details and Register