FFI On Friday | November 02, 2018

Prepared Exclusively for FFI Members

Featuring the FFI Organizational Members – Part VI

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


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; Aline Porto; and Marion McCollom Hampton, FFI Fellow and former FFI board member.

Josh Baron

Read two articles by Josh Baron:
Building Your Own Network When You’re Part of a Family Business,” co-written by Josh Baron and published in Harvard Business Review

Is Your Client’s Generational Transition Stuck? How changing the ownership model can create traction,” in FFI Practitioner

Deloitte & Touche, LLP (Singapore)

Deloitte & Touche, LLP (Singapore) serves clients in Southeast Asia as a dedicated adviser who will get to know the family and its business and help clients on their journey of value creation and wealth preservation to ensure the family legacy is passed on through generations to come. FFI members are Budiyanto Budiyanto, Cheryl Khor, Shantini Ramachandra, and Thin Siew Chi; and dual FFI certificate holders Richard Loi, Carrie Ng, Phansak Sethsathira, and Koh Soon Bee.

Richard Loi

Read “Taking Over the Helm,” a roundtable discussion in The Business Times, featuring Richard Loi.

GenSpring│SunTrust Private Wealth

GenSpring│SunTrust Private Wealth approaches wealth management as part of a multi-dimensional system with a multi-generational outlook focused on growing all three forms of family capital, human, intellectual, and financial. The firm exists to be a collaborative community of individuals, families and committed professionals focused on growing wealth in support of the family’s enduring values. FFI members are Lauren Blatz, Carolann Grieve, David Herritt, and Daisy Medici.

Read GenSpring’s recent publication on Women and Wealth.

IMD Global Family Business Center

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 Matthew Crudgington; Jung Park; Marta Widz, who was a host at the London conference; and Denise Kenyon-Rouvinez, FFI Fellow, recipient of the 2014 Interdisciplinary Award and the 2001 Best Doctoral Dissertation Award.

Marta Widz

Benoit Leleux

Instituut voor het Familiebedrijf (IFB)

Instituut voor het Familiebedrijf (IFB) is a knowledge center for family businesses in Flanders in Belgium. Managers, directors, or employees of a family business can find specific know-how on growing and expanding the family business. IFB informs, advises, and assists in all aspects that characterize family business. The Institute aims to contribute to the professionalism, continuity, and further development of family businesses. FFI members are Patrick De Schutter, co-founder and co-managing director; Sofie Lerut, FFI Fellow; and Jozef Lievens, co-founder and managing director, FFI Fellow, former FFI board member and co-chair of the 2012 FFI global conference in Brussels.

Lansberg, Gersick & Associates, LLC (LGA)

Lansberg, Gersick & Associates, LLC (LGA) is a global professional advisory firm, formed in 1997, supporting the world’s leading family enterprises. The firm’s consulting, research, writing, and teaching all reflect its commitment to family governance and continuity. FFI members include Don Carlson; Gustavo Carvajal; Devin DeCiantis; Nicolas Hollanders de Ouderaen; Maria Fernanda Jaramillo; Wendy Ulaszek, ACFBA; and Francisco Valera. FFI Fellows Michele Desjardins, Neus Feliu Costa, Katherine Grady and Maria Dolores Moreno; and Kelin Gersick and Ivan Lansberg, who were editors of Family Business Review (1988-1993), recipients of the FFI Richard Beckhard Practice Award, and members of the founding Fellows cohort in 2001 in London.




Feliu Costa

Ivan, Nicolas, and Devin presented “Assessing and Developing Governance Competencies: An integrated approach to managing family talent” at the London conference last month.

Neus presented “Non-active shareholders: Challenges and opportunities. Reflections in the case of female non-active shareholders in the Ibero-American context” at the pre-conference meeting of the Iberoamerica Virtual Study Group in London.

Thanks to LGA for its long-time sponsorship of the FBR Best Article Award.

Legasus Group, LC

Legasus Group LC advisers are teachers, facilitators, mentors, and coaches. Legasus integrates a deep understanding of family dynamics with a broad knowledge of sound business practices to effectively advise and equip families with the knowledge, skills, and empathy they need to ensure their relationships grow and thrive. Legasus has developed the Center for the Advancement of Family Enterprise, an interactive learning community specifically designed to address the complexities inherent at every level of the family enterprise. FFI members are Clemens Ast, FFI Fellow; Brandon Gaide; and Renee Goodfriend.

Marsh Private Client Services

Marsh Private Client Services, a division of Marsh USA Inc., has helped clients better protect their assets and lifestyles for more than 35 years. Marsh designs personal insurance solutions to protect clients’ unique lifestyles. Marsh professionals work with top specialty insurance carriers serving individuals and families of wealth to help companies choose appropriate customized insurance solutions. FFI members are Jeffrey Cashman, Courtney Eber, Julie Harth, and April Rey.

University of St. Thomas Family Business Center

University of St. Thomas Family Business Center is a vibrant learning community of business families, students, researchers, and advisers and a trusted source of research, education, and outreach. Committed to multi-generational success in business and families, its engaged community of more than 130 family businesses come together for topical discussions, peer groups, and in-depth courses that address the unique needs of family businesses. The center was started in 1992, and in 1999, was the first recipient of the FFI Interdisciplinary Award. Members are FFI Fellows Mary Daugherty and Ritch Sorenson, a former FBR associate editor and recipient of a 2013 Honorable Mention for the FBR Best Article Award; and Jonathan Keimig, CFBA, director of the Center.

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 Lenny Fogel at lenny@ffi.org.

Q4 enrollment for the Global Education Network (GEN) closes
on November 7.

Visit FFIgen.org to register for certificates in family business and family wealth advising or contact Gretchen Graham.

Debut Soon – A New FFI.org

Watch for the announcement