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, Desi Kloosterboer; Ruud Loos; Michel Prent, and Sanne van der Donk.

The Credit Suisse Global Family Office Services team strengthens ultra-high net worth families’ ability to successfully preserve, grow, and transfer their legacy across generations and market cycles. By delivering impartial advice in the areas of family legacy and investment governance based on the family’s long-term needs and plans, they partner with clients to address challenges such as wealth management, family legacy, and the designing and building of a family office.

FFI members are Thomas Ang, Ivy He, Jennie Lau, Lucia Moreno, and Eileen Wee.

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, Alina Lobo, Claire Lynch, Tim Mohr, Renee Nelson, Wendy Sage-Hayward, Sheila Scott, Ruth E. Steverlynck, and Nikki Theron.

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 Jan Andresen, Francis Birkeland, Ola Gjessing, Alexander Heiberg, Tor Kildal, Philip Mitchel, Josefin Morner, Bjorn Pedersen, Lasse Sabel, Sofia Sitgels, and Helena von der Esch.

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 Chuck Bogle, Dan Carmody, Lauren Hutton-Work, Danby Kim, John Kober, Jason Ray, Timothy Rupp, Courtney Sokol, Charles Warren, and Kelsey Warren.