FFI On Friday | September 07, 2018

Prepared Exclusively for FFI Members

Featuring the FFI Organizational Members – Part IV

Welcome to the fourth in a series featuring the distinguished organizations and educational institutions that are FFI organizational members.

Cambridge Advisors to Family Enterprise

Cambridge Advisors to Family Enterprise, founded in 1989, is a highly specialized, international advisory firm serving family enterprises. It is devoted to helping families achieve multi-generational success for their families, enterprises and financial wealth. John Davis, FFI Fellow, recipient of the 2016 Richard Beckhard Practice Award, and founding board member of FFI, is founder and chairman of CAFE. Alan Heath, CFBA; Katherine Heath; and Andrew Hier, FFI Fellow, complete the FFI membership.

Andrew Hier

Join GEN 503 faculty member Andrew Hier in London at the FFI Global Conference for “Tools for Positive Change in Family Business Systems: Analysis and Application.”

Clairmont Trust

Clairmont Trust, based in the Bahamas, is committed to providing comprehensive wealth structuring services and investment advice for each client. It offers wealth structuring and family advisory services, corporate and family governance, expert fiduciary services, and family office services. All Clairmont’s founders are FFI members: Miles Evans, FFI Fellow; James Hoar, FFI Fellow; John Jephson; and James Stewart, FFI Fellow and former board member.

Family Office Exchange

Family Office Exchange (FOX), is a peer-to-peer network for ultra-wealthy families and their family offices and advisers who utilize FOX’s resources for advice, networking, education, and best practices in wealth management. FFI members are Sandra Ditore; Ann Dugan, FFI Fellow and former FFI board member; Charlie Grace; and Sara Hamilton, the firm founder and CEO.

Ann Dugan

Loyola University Chicago Family Business Center

Loyola University Chicago 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 serves as network for families in search of a confidential sounding board of like-minded individuals. FFI members are Gezinus Hidding; Andrew Keyt, FFI Fellow and recipient of the 2018 Interdisciplinary Award; Colleen Reaney; and Anne Smart, CFBA.

Andrew Keyt

Andrew is co-presenting “To Share or Not to Share: How will the shared economy impact the field of family business?” at the FFI Global Conference in London.


PwC’s family business services help families and their businesses achieve their long-term goals. PwC advisers help with issues ranging from strategy and governance, to business transition and private wealth, to putting family values in action. More than 100 PwC advisers from around the globe are members of FFI, including Peter Englisch, who is the firm’s global family business and EMEA private business leader.

Read PwC’s most recent study on how the next generation of family business leaders are making their mark.

Peter Englisch

Peter has been nominated for the FFI board of directors beginning in October.

Trusted Family

Trusted Family, founded by two next gen members of business owning families, has developed an online communications platform that enables families and family businesses to engage, interact and collaborate more effectively. The firm brings value to multigenerational family businesses and family offices globally by enhancing their board, shareholder, and family communication and collaboration activities via a secure digital, centralized, and permission-based platform. FFI members are Michael Calvo, Maria Braganca, Arnaud de Coninck, Bert Goethals, Neel Mullick, Elvira Orza, Edouard Thijssen, Frank Tobé, and Sofia Vollmer.

Read a recent blog, “Why Business Families Have More at Stake in a Time of Data Leaks.”

Worcester Polytechnic Institute

Worcester Polytechnic Institute (WPI), was founded in 1865 to create and convey the latest science and engineering knowledge in ways that are most beneficial to society. Frank Hoy, FFI Fellow and recipient of the 2009 Barbara Hollander Award, is the Paul R. Beswick Professor of Innovation & Entrepreneurship and director of WPI’s Collaborative for Entrepreneurship & Innovation (CEI). The CEI helps those in the WPI community interested in creating new products, companies, services, and technologies. Other FFI members are Luis A. Jimenez Castillo, Basma Khoja, and Shari Worthington.

Luis A. Jimenez Castillo

Luis A. Jimenez Castillo is presenting “The Jousting between the Family and the Business Needs. Who will win?” at the London FFI Global Conference in October.

FFI Organizational Members

FFI organizational members are from Africa, Asia, Australia, Canada, Europe, Latin America, UK and USA.

In case you missed the previous editions featuring our organizational members, here they are:

If you have four or more people in your organization who are or would like to be members of FFI, organizational membership may be for you. Contact Member Services at membership@ffi.org.

Don’t forget to cast your vote in the 2018 FFI board of directors elections.

Voting ends at midnight ET on September 10.

FFI Global Conference

Join the 2018 FFI Embankment Festival!

Don’t wait – register today!

Make hotel reservations at the FFI special rate – which expires on September 18.