Featuring the 2023 FFI Organizational Members: Part VII

Prepared Exclusively for FFI Members

July 21, 2023

T

oday, we are pleased to continue our series featuring the FFI organizational members for 2023. These six distinguished organizations are increasing the global footprint of the field.

Copper Beech Financial Group

With over 30 years of serving wealthy families, Copper Beech Financial Group acts as a family CFO and provides family office services that focus on tax efficiency, asset protection, and family governance, collaborating with families and and their trusted advisors to establish a generational wealth management plan. Beyond the goal of generational wealth management, Copper Beech focuses on client families’ values and instilling them in future generations.

FFI members are Cody Baldwin, John Parise, Michael Parise, and Christopher Ruffino.

Cody Baldwin

John Parise

Michael Parise

Christopher Ruffino

Dubai Centre for Family Businesses (DCFB)

Established in May 2023 under the umbrella of Dubai Chambers, the Dubai Centre for Family Businesses supports family-owned businesses in achieving continuity and a successful transition between generations by providing impactful services and initiatives. Dubai Chambers is a non-profit public entity that supports Dubai’s vision as a global player by empowering businesses, providing innovative value-added services and access to influential networks.

Their FFI members include Hussain Al Ansari, Mai Al Duwaikat, Badreya Almutawa, Taghrid Alsharif, Faisal Alshehhi, Deema Dajani (CFBA), and former FFI board member Adib Rashid (ACFBA/ACFWA).

Hussain Al Ansari
Dubai Chambers

Badreya Almutawa
Dubai Center for Family Business

Taghrid Alsharif
Dubai Chambers

Faisal Alshehhi
Dubai Center for Family Business

Deema Dajani
CFBA
Dubai Center for Family Business

Adib Rashid
ACFBA/ACFWA
Former FFI board member
Dubai Center for Family Business

KPMG Private Enterprise

KPMG Private Enterprise advisors understand the dynamics of a successful family business and work with clients to provide tailored advice and experienced guidance to help them succeed. To support the unique needs of family businesses, KPMG Private Enterprise coordinates with a global network dedicated to offering relevant information and advice to family-owned businesses and family offices. Nearly 40 KPMG professionals belong to FFI.

The Global Centre of Excellence for Family Business, led by Robyn Langsford, newly appointed Global Leader for Family Business alongside Daniel Trimarchi and Creagh Sudding, is responsible for the delivery of key thought leadership reports and whitepapers, and the development of engagement tools and resources supporting family business leaders across the globe.

Robyn Langsford
Partner and Global Leader, KPMG Private Enterprise Family Business
KPMG in Australia

Greg Limb
Partner and Global Leader, KPMG Private Enterprise Family Office & Private Client
KPMG in the UK

Tom McGinness
Partner and Global Leader, KPMG Private Enterprise ESG
KPMG in the UK

Daniel Trimarchi
Director, Global Centre of Excellence for Family Business
KPMG in Australia

Creagh Sudding
Director, Global Centre of Excellence for Family Business
KPMG in South Africa

Fuad Chapra
Partner, Head of Private Enterprise & Family Business
KPMG in Saudi Arabia

Silvia Rimoldi
Partner, Head of Private Enterprise & Family Business
KPMG in Italy

Alan Barr
Partner, Head of Private Enterprise & Family Business
KPMG in South Africa

Vangelis Apostolakis
Partner, Head of Private Enterprise & Family Business
KPMG in Greece

Melany Eli
Global Managing Director, Strategy, Marketing and Communications, KPMG Private Enterprise
KPMG International

Martyna Kwiatkowska
2023 Waesche Family Scholarship
Senior Tax Consultant
KPMG in Poland

Richa Arora
FFI Board member
Co-chair, 2023 Nominating Committee
Director, Family Office
KPMG in Canada

Prairie Family Business Association

Prairie Family Business Association helps family businesses thrive through generations. The Association is a key outreach center of the University of South Dakota’s Beacom School of Business. More than 260 businesses are part of membership, which is open to any family business in the U.S. and across the globe. Programming is offered throughout the year with the premier program, the annual hybrid family business conference, held each April. FFI members are Peter Hauck, Assistant Director; Kyle Kangas; Stephanie Larscheid, Prairie Family Business Association Executive Director; Sandra McNeely, FFI Fellow; and Callie Tuschen, Office Manager.

Peter Hauck

Kyle Kangas

Stephanie Larscheid

Sandra McNeely
FFI Fellow
FFI board member
FFI treasurer

Callie Tuschen

PwC Global Family Business Services

PwC helps family businesses manage ownership and growth at every stage, by providing support with family governance, succession planning and business continuity, next generation education and transition, private wealth management and family office, philanthropy, values and purpose, and more. Serving businesses at various points in their journey to success, PwC provides insights and solutions to stay fit for growth and move forward at the right pace. PwC’s 11th Global Family Business Survey 2023: Transform to build trust shows how social initiatives like ESG and DEI have become litmus tests for trustworthiness in business. Peter Englisch and Francesca Ambrosini will discuss the survey at the FFI Global Conference in October.

More than 100 PwC family business experts worldwide are FFI members. Graduates of the past year’s GEN certificate program include Mathilde Berry (ACFBA/ACFWA), Naomi de Wet (CFBA/CFWA), and Andrias Hendrik (CFBA). Andrea Benkenstein Kruger, CFBA/CFWA, received the 2023 Fitzpatrick & Francis Family Business Continuity Foundation Scholarship for the GEN Advanced certificate program.

Belinda Sneddon is chair of the 2023 New York conference program committee. Francesca Ambrosini, Peter Englisch, and Alexander Koeberle-Schmid are FFI Fellows.

Francesca Ambrosini
FFI Fellow
2023 FFI conference presenter
Co-author, PwC’s 11th Global Family Business Survey 2023

Andrea Baars
ACFBA/ACFWA
Co-author, FFI Practitioner’s “Using ESG to Rebuild the ‘Trust Bonus’”

Mathilde Berry
ACFBA/ACFWA

Naomi de Wet
CFBA/CFWA

Francesca Ambrosini
FFI Fellow
2023 FFI conference presenter
Co-author, PwC’s 11th Global Family Business Survey 2023

Andrea Baars
ACFBA/ACFWA
Co-author, FFI Practitioner’s “Using ESG to Rebuild the ‘Trust Bonus’”

Mathilde Berry
ACFBA/ACFWA

Naomi de Wet
CFBA/CFWA

Peter Englisch
FFI Fellow
2023 FFI conference presenter
Co-author, PwC’s 11th Global Family Business Survey 2023

Cydnee Griffin
CFBA/CFWA
Co-author, PwC’s 11th Global Family Business Survey 2023
Co-author, FFI Practitioner’s “Using ESG to Rebuild the ‘Trust Bonus’”

Andrias Hendrik
CFBA

Alexander Koeberle-Schmid
FFI Fellow

Andrea Benkenstein Kruger
2023 Fitzpatrick & Francis Family Business Continuity Foundation Scholarship
CFBA/CFWA

Belinda Sneddon
Chair, 2023 New York Conference Program Committee

TriBridge Partners, LLC

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, FFI Fellow David M. Morris, John C. Morris, Kim Natovitz, Chris Schneider, Sarah Speed, and Paul Younkins.

Jason Ditto

David M. Morris
FFI Fellow

John C. Morris

Kim Natovitz

Jason Ditto

David M. Morris
FFI Fellow

John C. Morris

Kim Natovitz

Chris Schneider

Sarah Speed

Paul Younkins

FFI Organizational Members

FFI is the leading association worldwide and the organization of choice for advisors, consultants, educators, researchers, and family enterprise members who help perpetuate trans-generational family business wealth.

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Previous Edition

Today, we recognize the accomplishment of the 2023 Q2 GEN graduates.

These twenty-one 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.

Please join us in congratulating their outstanding achievement.