FFI On Friday | March 16, 2018

Prepared Exclusively for FFI Members

Featuring the FFI Organizational Members

FFI is a highly diverse and flexible organization – there are many ways to participate and many ways to be a member.

Over the years, organizational memberships in FFI have grown from a relatively small group to nearly 70 organizations worldwide. Memberships in this category, which includes associations, educational institutions, and professional organizations, increase FFI’s global footprint and provide an extremely broad base for accessing and developing knowledge.

We’ll feature all the organizational members as the year goes on, but here is a first glimpse of this distinguished group.


Family Business Australia (FBA)

Family Business Australia (FBA) is the peak body for family business in Australia, a sector which accounts for almost half a million businesses and fifty percent of the Australian workforce. FBA provides access to specialist family, business and technical services and generates opportunities for families in business to learn and grow by networking and sharing with their peers. All six Australian states are represented by the FBA members in FFI.

The FBA 2018 National Conference is September 9-12 in Alice Springs, Australia.

David Harland

David Harland, CFBA, CFWA, recently wrote a blog titled, “4 Reasons Why Family Businesses Fail.”

Society for Trust and Estate Practitioners (STEP)

STEP (Society for Trust and Estate Practitioners) is a professional, international, and outward facing organization, whose primary purpose is to improve public understanding of the issues families face in relation to inheritance and succession planning, and promote education and high professional standards among its members. STEP has more than 100 branches and chapters across the world, with its headquarters in London. STEP members in FFI hail from countries around the globe, including Cyprus, the Cayman Islands, Seychelles, United Arab Emirates, United Kingdom, Uruguay, and the US.

The 2018 STEP Global Congress will take place September 13-14 in Vancouver, Canada.

Babetta van Albertini

FFI/STEP member Babetta van Albertini is a member of the STEP council.

Asher Noor

FFI board member and GEN faculty member, Asher Noor is the chair of the Business Families Committee.

Educational Organizations

Bocconi University

Bocconi University in Milan is structured to optimize resources that drive successful businesses everywhere. Bocconi members in FFI are Mario D. Amore, Guido Corbetta, Alessandro Minichilli, Daniela Montemerlo, Paolo Morosetti, Fabio Quarato, and Carlo Salvato.

Guido Corbetta

Guido Corbetta is a member of the FBR Research Applied Board and will have a précis of an article from the March FBR published in the March 21 issue of FFI Practitioner.

He also has an earlier précis on “Is It Better to Govern Managers via Agency or Stewardship? Examining Asymmetries by Family versus Nonfamily Affiliation.

Alessandro Minichilli

Alessandro Minichilli is a member of the FBR Review Board.

Daniela Montemerlo

Daniela Montemerlo is a member of the Achievement Awards Committee.

Carlo Salvato

Carlo Salvato is vice-chair of the FFI board of directors, an FFI Fellow, and GEN faculty chair.

Singapore Management University

Singapore Management University Since 2010, Singapore Management University (SMU) has recognized the emergence of Asian business families and discerned that they require specifically contextualized thought leadership and applied knowledge. In response to the growing needs of business families in Asia, SMU established the Business Families Institute (BFI). It collaborates with various partners, academic or practice, to be a leader in Asian business family-related knowledge. SMU members are Annie Koh, FFI board member, Esther Kong, CFWA, Shilpa Sathe, Wee-Liang Tan, John Tay, and Jerine Yap.

Esther Kong

Annie Koh

Esther Kong is a member of the FFI Asian Circle Virtual Study Group. Annie Koh and Esther Kong are the co-authors of “Changing Times for Business Families in Asia: The role of family business advisors,” published in FFI Practitioner and have an upcoming article in the April 4 FFI Practitioner.

University of Economics, Prague (VŠE)

University of Economics, Prague (VŠE) founded in 1953, is the biggest public university of economics in the Czech Republic. The main goals of the Center for Family Businesses are to promote excellence in research and awareness of the field of family business in the Czech Republic.

The Center for Family Businesses is offering a workshop for family business owners, “Transferring Family Business to New Generation: Processes, tools and practices,” in April.

Jiří Hnilica

Aleš Kubíček

FFI members are Jiří Hnilica, head of the Center for Family Businesses and Aleš Kubíček, assistant professor in the Department of Strategy.

Professional Organizations

FTI Consulting, Inc.

FTI Consulting, Inc. is an independent global business advisory firm dedicated to helping organizations manage change, mitigate risk and resolve disputes in the following areas: financial, legal, operational, political and regulatory, reputational and transactional. The firm has offices in 29 countries on six continents. Individually, each practice is a leader in its specific field, staffed with experts recognized for the depth of their knowledge and a track record of making an impact. FFI members are: Bill Clogg, John D. Fern, Flynn McDonnell, and Mark B. Rubin, who is an FFI Fellow.

Mark B. Rubin

In 2017, Mark wrote article in the New York Law Journal, “Multigenerational Estate Planning in Times of Anticipated Change.”

Grant Thornton Sweden

Grant Thornton Sweden is an international accounting and financial consultancy firm. Through its family business services, it helps owners of closely-held businesses and their families minimize taxes; enhance, preserve and diversify net worth; plan business succession and transfer to pass maximum value to future generations; and create, manage and optimize family offices. Grant Thornton Sweden offers full advisory within its complete range of services with specialists from all its business areas. FFI members are Roland Dansell, Henrik Johansson, Anneli E. Linhard, and Helena von der Esch.

Helena von der Esch

Helena von der Esch, CFBA, is a member of GEN 102 Faculty.

Hemenway & Barnes LLP

Hemenway & Barnes LLP was founded in 1863 to serve New England’s thriving business community and its wealthy families and their institutions. Today, it remains a trusted Boston law firm dedicated to a single mission: The management and protection of the financial, personal, business, and charitable interests of its clients. FFI members include Mark Elefante, Marianne Herlihy, Arthur Page, and John Siciliano.

For more articles, visit Hemenway & Barnes’ Wealth Education for the Next Generation Microsite.

Rockefeller Philanthropy Advisors

Rockefeller Philanthropy Advisors has a mission to help donors create thoughtful, effective philanthropy throughout the world. In 1891, John D. Rockefeller, Sr. set out to manage his philanthropy “as if it were a business.” Today, the firm operates at the cutting edge of philanthropy: experts manage complex grant making initiatives, develop new funding models, and evaluate impact for clients globally. FFI members are Donzelina Barroso, Melissa Berman, Heather Grady, Nick Hodges, and Mae Hong.

Donzelina Barroso and Valerie Rockefeller will be presenting “Should Anything Last Forever? Considerations in time horizons for family businesses and family giving” at the London Conference.

Melissa Berman

Donzelina Barroso

Valerie Rockefeller

FFI Organizational Members

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

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, Member Services, at lenny@ffi.org.

Dates to remember

March 21

Last day to register for the annual global conference in London at the Special Winter rate

March 25

Last day to submit a nomination for FFI Board of Directors candidates for 2018

April 15 – Last day to:

Submit a paper for the Best Unpublished Research Paper Award

Submit a nomination for an Achievement Award

Apply for a GEN scholarship