Bernstein Private Wealth Management advises ultrahigh- and high-net-worth clients on planning for—and living with—the complexities that come with significant wealth. Bernstein is distinguished among major wealth managers by its expertise in navigating life’s transitions through a holistic approach. A flexible process—paired with innovative research, sophisticated modeling, and cutting-edge investment solutions—also sets Bernstein apart. Headquartered in Nashville, Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world.

Bernstein’s FFI members include Anne Bucciarelli, Alexandra Concolino, Stacie Jacobsen, Chris Opie, Tara T. Popernik, Arvind Singh, Chelsea Smith, and Deacon Turner.

Fidelius Family Office is a trusted advisor to a select group of families across the Americas, ensuring every family finds their ideal set of solutions and providers for every key aspect of governance in family, business, ownership, and wealth. Fidelius offers only one product: expert and tailored guidance, always in the family’s best interest.

FFI members are Luisa Cardona, Alicia Gerrits, Lisseth Herrera, Ernesto Lewin, and FFI Fellow Rodolfo J. Paiz.

HEC Montréal is a French-language university institution offering internationally renowned management education and research. HEC houses the Chair of Succession and Family Enterprise whose members carry out academic research, teaching, and business advisory services on business strategy, entrepreneurship, organization design, ownership structure, and leadership succession. HEC Montréal offers courses at the Masters and Doctoral level in family business.

FFI members are Catherine Beaucage, Luis Felipe Cisneros Martinez, Audrey-Anne Cyr, Isabelle Le Breton-Miller, and Danny Miller.

The Family Business Center is a community of business-owning families dedicated to learning and sharing knowledge to repair, sustain, and grow successful family businesses. The Center’s mission is to help family businesses navigate complex generational transitions, strengthening both their family and business.
 
FFI members are Director Jill McCall, Katie Alexander, Blaze Konkol, Shawna Lecuyer, Karyn Linn, KC Rakow, Leigh Rocklin, Julieann Vukovich, Marisa Walstrum, and Maria Wathen.

Established in 2003, the Wealth Management Institute (WMI) training in asset management, wealth management, compliance, risk management, family office, family business, as well as the development of the next generation across more than 100 programs. WMI also helms the Global-Asia Family Office Circle (GFO Circle), a network platform for the family office community in Singapore and Asia that is dedicated to meeting the needs of the family office sector through peer learning, collaboration and competency building.

WMI’s FFI members include CEO Mee Har Foo, Asher Faris, Suzanne Kang, Brian San, Dawn Tan, and Shazly Zain. Mee Har Foo is a newly elected member of the FFI Board of Directors.