Featuring the FFI Organizational Members

Prepared Exclusively for FFI Members

Featuring the FFI Organizational Members – Part III

March 19, 2021

T

oday, in our third issue of this year’s series on FFI organizational members, we are pleased to feature the following distinguished association and professional organizations.

Attorneys for Family-Held Enterprise (AFHE)

The mission of AFHE is to be the leading resource for the on-going advancement, collaboration and education of practicing attorneys and other professionals who provide multi-disciplinary counsel to family-held enterprises. All current members of AFHE are FFI members. AFHE officers are Michael Whitty, Laura Wartner, Emmanuel Fournaris, and David W. Burleigh.

AFHE members presenting at the FFI conference in October are Linda Mack, Keith Michaelson, Donald Opatrny, and Natasha Pearl. Blair Trippe is on the 2021 Conference Program committee.

Linda Mack

FFI Fellow

Keith Michaelson

Donald Opatrny

Natasha Pearl

Blair Trippe

FFI Fellow

Michael Whitty

FFI Fellow

Bank of America Private Bank

Bank of America Private Bank has been recognized as Best Private Bank in North America for Customer Service and Best Private Bank for Philanthropy Services (globally) by Professional Wealth Management (PWM). As a private bank, Bank of America offers personalized strategies to help families manage the complexities of wealth. Its range of services include broad-based investment management, managing customized trusts, and administering complex estates. FFI members are Carrie R. Seligman, FFI Fellow and chair of the FFI New England Chapter; Holly Harben Swan; and Howard M. Weiss.

Carrie R. Seligman

FFI Fellow

Holly Harben Swan

Howard M. Weiss

Coutts & Co.

Coutts & Co. has a 300-year history of working with families in business, focusing on the contribution these companies make to global economies and societies. The Coutts Institute provides business families with advice and expertise on themes such as family governance, ownership succession, and leadership development. FFI members are Rachel Harrington, CFBA/CFWA; Stuart May, CFBA/CFWA; and Irene Wolstenholme, CFWA.

Rachel Harrington

Stuart May

Irene Wolstenholme

Pitcairn

Pitcairn is a leading multi-family office, dedicated to helping families sustain and grow their substantial, often complex financial assets and support their unique heritage across multiple generations. Using their comprehensive Wealth Momentum^® family office model, Pitcairn provides every service wealthy families and family offices need across both financial and family dimensions. FFI members include Andy Busser, President of Family Office division; Karen Carlson, ACFWA; Amy Hart Clyne, CFBA, Chief Knowledge & Learning Officer, who will be presenting at the FFI conference in October; Andrew Pitcairn; and Leslie Voth, Chairman, CEO & President.

Andy Busser

Karen Carlson

Amy Hart Clyne

Andrew Pitcairn

Leslie Voth

Andrew Pitcairn

Leslie Voth

The Family Business Consulting Group, Inc.

The Family Business Consulting Group has earned a reputation as a valuable resource in the family business community helping both the family and the business. The Family Business Consulting Group consults with family businesses around the world to explore solutions to family and business issues, decide on the best course of action, and implement plans that will help the family business succeed for generations. More than 20 members of FBCG are members of FFI, of which six are FFI Fellows.

Craig Aronoff

FFI Fellow
Richard Beckhard Practice Award Recipient

Barbara Dartt

FFI Fellow

David M. Karofsky

FFI Fellow

Jean Meeks-Koch

FFI Fellow

Craig Aronoff

FFI Fellow

Barbara Dartt

FFI Fellow

David M. Karofsky

FFI Fellow

Jean Meeks-Koch

Richard Beckhard Practice Award Recipient

Drew Mendoza

FFI Fellow
Richard Beckhard Practice Award Recipient

Lisa Morel

FFI Board Member

John Ward

FFI Fellow
Richard Beckhard Practice Award Recipient

FFI Organizational Members

View a complete listing of FFI organizational members

View membership details

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.

Please read on for previous editions featuring our organizational members.

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Previous Edition

The 2021 Nominating Committee welcomes suggestions from the FFI membership for possible nominees for consideration for Board of Director positions for four-year terms that begin following the Annual Meeting in October 2021.