Prepared Exclusively for FFI Members
Featuring the FFI Organizational Members Part VI
November 15, 2019

oday we continue this year’s FFI Organizational Members Series. We are pleased to feature seven distinguished organizations and educational institutions that are FFI organizational members.

BanyanGlobal Family Business Advisors
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BanyanGlobal advises the owners of the world’s leading family enterprises as they make difficult decisions during transitions. When set up thoughtfully, a family’s involvement with these enterprises is often the key to their longevity. FFI members are Vlad Barbieri; Josh Baron; Nick Di Loreto; Aline Porto; and Marion McCollom Hampton, FFI Fellow and former FFI board member.
Vlad Barbieri
Josh Baron
Nick Di Loreto
Marion McCollom Hampton
Aline Porto
Clairmont Trust Company
Clairmont Trust Company , 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. Clairmont’s FFI members are FFI Fellow Miles Evans and FFI Fellow and former board member James Stewart.

Clairmont sponsored the keynote presentation of Dr. Kris Verburgh at the FFI Global Conference.

Miles Evans
James Hoar
John Jephson
James Stewart
The EisnerAmper Center for Family Business Excellence is dedicated to helping guide and support clients through the full range of challenges and transitions that a family business will face over the course of its lifetime. Members are Matthew Kerzner, Natalie McVeigh, Lisë Stewart, and Kristen Ward.

Natalie McVeigh is on the FFI board of directors and a member of the GEN faculty. She was a presenter at the FFI Global Conference this October.

Matthew Kerzner
Natalie McVeigh
Lisë Stewart
Kristen Ward
Exaudi Family Business Consulting
Since 2010, Exaudi Family Business Consulting has been accompanying and orienting business families through several consulting processes, strengthening the governance structures required to ensure continuity of family business. The Exaudi team of advisers is based in several countries, to give direct support to enterprising families during their consulting processes. Exaudi’s FFI members are FFI Fellow Pablo Aure Fariñez, Paula Rincón, Lisa Morel, and FFI Fellow Guillermo Salazar.

Lisa Morel was elected to the FFI board of directors at the Global Conference in October.

Paula Rincón is chair of the Iberoamérica Study Group.

Guillermo Salazar was chair of the 2019 Conference Program Committee. Read his recent FFI Practitioner article, “Working with Family Diagrams in Family Business: Reflections from 20 years of practice.”

Pablo Aure Fariñez
Lisa Morel
Paula Rincón
Guillermo Salazar
GenSpring/Sun Trust
GenSpring exclusively serves clients of SunTrust Private Wealth Management. For more than 30 years, their work has set the standard for helping families effectively manage their wealth while creating a positive impact on those who benefit from it. SunTrust Private Wealth clients with $25MM+ in managed investments have access to the GenSpring client experience. In order to provide the sophisticated expertise needed to proactively advise relationship of this complexity, GenSpring professionals have the SunTrust’s lowest client-to-advisor ratio. FFI members are Carolann Grieve, David Herritt, and Daisy Medici.

Daisy Medici is on the FFI New England Chapter Steering Committee.

Carolann Grieve
David Herritt
Daisy Medici
Instituut voor het Familiebedrijf
The Institute for Family Business is the knowledge center for family businesses in Flanders. The IFB informs, advises and guides family businesses on all aspects that characterize family business. In this way, the institute wants to contribute to the professionalization, continuity and further development of family businesses in Flanders. Based on its ambition to be a thought leader for family business leaders, the Institute for Family Business takes initiatives regarding education, networking, research, advocacy and international contacts. FFI members are FFI Fellow Sofie Lerut, FFI Fellow Józef Lievens, and Patrick De Schutter.
Sofie Lerut
Józef Lievens
Patrick De Schutter
Wealth Management Institute
The Wealth Management Institute is an autonomous institute at the Nanyang Technological University Singapore. WMI is a practice-based education and research institute with programs deeply integrated with and aligned to serve the needs of the asset and wealth management industry. Appointed as the Lead Training Provider for Private Banking by the Institute of Banking and Finance Singapore, it focuses on the continuing education of professionals through its Master of Science in Asset & Wealth Management degree program and professional certification programs. WMI’s FFI members include its Chief Executive Officer Ms. Foo Mee Har and Director, Programme and Curriculum Development, Ms. Janice Poon.

Read Foo Mee Har’s comments on a multi-disciplinary research partnership among WMI, the Monetary Authority of Singapore, and other departments at NTU, to develop new methods for the wealth management industry to better combat money laundering practices through the use of artificial intelligence (AI) and machine learning.

Foo Mee Har
Janice Poon

FFI Organizational Members

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.

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

Previous Edition
We are pleased to introduce the following FFI members who were granted Fellow status at the October global conference in Miami.
Dates to Remember
GEN Alumni Webinar Series
What’s in a Name: Mediation, Facilitation, or Consultation? (By invitation only)
Presenter: John Wofford, Esq.
Building Family Business Boards for the Long Term
STEP Business Families Special Interest Group in London
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