Global investment firm AllianceBernstein fosters diverse perspectives and embraces innovation to help clients navigate the uncertainty of capital markets. AB’s three complementary businesses each meet a distinct client need: AllianceBernstein’s asset management, Bernstein Research, and Bernstein Private Wealth Management.

AllianceBernstein’s FFI members include Anne Bucciarelli, Alexandra Concolino, Stacie Jacobsen, Emily Neubert, Christopher Opie, Tara Popernik, Arvind Singh, Chelsea Smith, and Deacon Turner.

Bernstein Private Wealth Management was a sponsor of the 2023 FFI Global Conference.

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. The Family Enterprise Risk Practice provides a suite of specialty insurance services that address the unique and complex risks of the family enterprise, whether it’s a family office, operating, or holding company.

FFI members from Alliant Private Client include FFI Fellow Linda Bourn, Courtney Eber, Paul Funk, Steven Kent, Lori Quinn, and Emily Zobian.

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.

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 FFI Fellow Debbie Bing, FFI Fellow Nancy Drozdow, Megan Helzner, Katelyn Husereau, CFBA, Sara Miller, Daphnie Pierre, Todd Smith, and Caleb White.

CFAR was a sponsor of the 2023 FFI Global Conference.

Geller provides sophisticated wealth management, family office, and strategic advisory services to individuals and families of significant wealth, and their affiliated operating business and foundations. The firm’s centralized suite of services include Investment Management, Strategic Financial and Wealth Planning, Tax Advisory and Compliance, Personal CFO Services, and Cyber Advisory and Support.

FFI members include FFI Fellow and former board member Mark Rubin, Scott Bush, Martim de Arantes Oliveira, Brian Feliciano, Mona Monahi, Paul Oliva, Alexandra Pielusko, Rebecca Simone, and Tracey Stoecklin.

Geller was a sponsor of the 2023 FFI Global Conference and hosted a pre-conference event at The Shed, one of New York City’s newest cultural venues located in Hudson Yards.

The Institute for Family Business 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 the Institute’s co-founder and co-managing director Patrick De Schutter, Laura Lannoo, FFI Fellow Sofie Lerut, and FFI Fellow Józef Lievens.

Tharawat Magazine was established in 2008 for family businesses and entrepreneurs worldwide. Tharawat is dedicated to sharing stories and thought leadership for business and wealth owners that wish to make their enterprises last for generations. Across channels, Tharawat reaches a yearly audience of over 2 million. Tharawat Magazine is produced and published by Orbis Terra Media, a family-owned content marketing agency and publisher based in Switzerland.

Tharawat’s members are Kandyce Angel, Farida El Agamy, Ramia El Agamy, and Shereen El Agamy.

Ramia El Agamy was a presenter at the 2023 FFI Global Conference.