Cambridge Family Enterprise Group, 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.

FFI members are FFI Fellow John Davis, who is recipient of the 2016 Richard Beckhard Practice Award, a founding board member of FFI, and founder and chairman of CFEG; Dan Frosh (CFBA, CFWA), who is on the FFI Board of Directors; Alan Heath (CFBA); Katherine Heath; FFI Fellow Andrew Hier; Helena McDonnell; and Maria Sinanis.

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 J. Prouty, and Eve M. Ruff

Family Office Exchange (FOX) is a peer-to-peer network for ultra-wealthy families and their family offices and advisors who utilize FOX’s resources for advice, networking, education, and best practices in wealth management.

FFI members are Ann Dugan, FFI Fellow, former FFI board member, and 2013 recipient of the Barbara Hollander Award; Charles B. Grace III; Sara Hamilton, firm founder and CEO; and Glen Johnson.

HEC Montréal is a French-language university institution offering internationally renowned management education and research. The school has been training future managers who contribute to society’s growth and prosperity since 1907. HEC’s Deschênes Molson Lesage Family Business Centre informs, supports, coaches and assists family businesses in the planning and transition process, as well as in the governance and development of the businesses themselves.

FFI members are Annie Veilleux, director of the Deschênes Molson Lesage Family Business Centre; Luis Felipe Cisneros Martinez; FFI Fellows Danny Miller and Isabelle Le Breton-Miller, co-recipients of the 2017 Barbara Hollander Award and of the 2007 and 2009 Best Unpublished Research Paper Awards.

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 from Loyola are Jennifer Griffin; Gezinus Hidding; FFI Fellow and 2018 recipient of the FFI Interdisciplinary Achievement Award, Andrew Keyt; and Anne Smart (CFBA).

Wells Fargo Private Bank is a leading provider of wealth management services, meeting the needs of clients through multidisciplinary teams dedicated to understanding, analyzing, and evolving an integrated wealth plan that addresses both quantitative and qualitative issues. Advisors help the family engage in conversations surrounding shared values, the preparation of heirs, and family decision-making processes.

FFI members are Katherine Dean, Head of Family Dynamics; Suzanne Mansell; Mariana Martinez; Gary Shunk (CFBA, CFWA); and David Specht, National Development Manager for Family Dynamics.