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, succession, governance, conflict resolution, and leadership development. 

FFI members include FFI Fellow and current FFI board chair Debbie Bing; FFI Fellow, 2012 Richard Beckhard Practice Award recipient, and 2086 Society member Nancy Drozdow; Megan Helzner; Katelyn Husereau (CFBA); Todd Smith; and Caleb White.

Clere Consulting is a valuable resource for family business leaders and their advisors seeking to transition the next generation into positions of responsibility. Given the breadth of the firm’s background in addiction and behavioral health, as well as the team’s experience and knowledge of family business systems and dynamics, Clere provides family businesses with effective solutions to achieve their succession goals. 

FFI members are Samuel N. Dresser, Douglas C. Lyons (CFBA), Amy Prouty, and Eve Ruff.

Geller Advisors, a wholly-owned subsidiary of Geller & Company, provides financial services to high-net-worth individuals, families, non-profit foundations and operating businesses. The firm is currently comprised of over 100 professionals who deliver a wide array of services, including investment management, CFO services, tax advisory services, real estate services, aviation services, and philanthropic services. Members include FFI Fellow Mark B. Rubin, former FFI board member and member of the 2020 conference program committee.

IMD Global Family Business Center was founded in 1988 in Lausanne, Switzerland. Today, the Center of Excellence operates from campuses in Lausanne and Singapore and delivers off-site programs worldwide. Dedicated to the issues facing family businesses, family offices, and family foundations, the Center helps clients ensure the sustainable success of business and family, whether large or small. FFI members are Virginie Boillat-Carrard, Matthew Crudgington (CFBA), Malgorzata Kurak, Lise Møller (CFBA), and Peter Vogel. Lise is a member of the 2021 Achievement Awards Committee.

The Centre for Family Entrepreneurship and Ownership (CeFEO) is located at Jönköping International Business School (JIBS), Sweden. Founded in 2005, CeFEO is a leading research center in the field of family business research and education. With more than 50 researchers firmly based in Jönköping and a strong international position and impact, CeFEO has a wide network of universities, business schools, scholars and educators around the world, playing an important role on the frontier of family business research and education.

FFI members include the CeFEO Director Massimo Baù, PhD; Kajsa Haag, PhD, a member of the FFI Best Dissertation Award committee; Professor Leif Melin, Founder of CeFEO, FFI Fellow and 2012 International Award recipient; and Professor Mattias Nordqvist, FFI Fellow, FBR Associate Editor, and former CeFEO Director.

Relative Solutions, LLC is a strategic partner with families as they manage changes such as generational transitions in their family enterprise. Whether working with a family on the meaning and impact of wealth, or on issues of governance, strategic planning, and philanthropy, the firm helps families to achieve their stated goals.


FFI members are Carolyn Greenspon, Rebecca Meyer, Cathy Holuk, Bryn Mars Monahan, and FFI founding member Fredda Herz Brown. Fredda is also an FFI Fellow, recipient of the 1996 Barbara Hollander Award, the 2002 Richard Beckhard Practice Award, and a mentor in the GEN program. Fredda is a founding member of the 2086 Society as well.

The Wilmington Trust Emerald Advisory Services team provides strategic transition planning services and solutions for successful families and business owners through planning and advisory services, family office services, and estate and trust settlement services. Designed for families with complicated wealth management concerns, the Emerald Advisory team is comprised of a diverse group of highly credentialed, experienced, and innovative professionals with prominent industry designations. Wilmington Trust’s FFI Members include Jerry Inglet, John Mongold, Libby Turner, and Marguerite Weese.