Bernstein Private Wealth Management advises high net worth clients on planning for and living with the complexities that come with wealth. Bernstein specializes in addressing challenges that extend well beyond wealth management by offering a vast network of resources personalized to clients’ values and needs.

Since its founding a century ago, Pitcairn has been dedicated to helping families sustain and grow their substantial, often complex financial assets and support their unique heritage across multiple generations. Using their comprehensive Wealth Momentum^® family office model, Pitcairn provides every service wealthy families and family offices need across both financial and family dimensions.

For more than thirty years, the Family Firm Institute (FFI) has engaged in educating, connecting, and inspiring professionals who serve family enterprises. Its mission is to be the most influential global network of thought leaders in the field of family enterprise. The FFI Board of Directors provides strategic vision and oversight for the ongoing development of the organization and the field.

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.

Geller Advisors provides strategic financial, wealth management, tax, and consulting services to individuals and families of significant wealth, and their affiliated operating businesses and foundations.

KPMG Family Office works with private business clients, family offices, and successful individuals and families to navigate life changes, reach milestones, and face the future with confidence. Their forward-looking team provides wholly unbiased advice and multi-generational planning tailored to the unique needs of UHNW individuals and families across Canada.

Heinz-Peter Elstrodt, PhD, is an advisor to and board member of family businesses and a guest lecturer at London Business School. He is also a Senior Partner Emeritus at McKinsey & Company. In his long career as a Senior Partner with McKinsey, he founded and led McKinsey’s global Family Business practice.

Fitzpatrick & Francis Family Business Continuity Foundation is dedicated to providing financial support for the training and education of family business advisors either through grants directly to individuals or to institutions that provide education and training to individuals.

Green Associates, LLC specializes in association management and fundraising for non-profit organizations. Green Associates combines a wide range of high-quality consulting services with a commitment to understanding and facilitating clients’ diverse and changing strategic and administrative needs.

Lansberg Gersick Advisors (LGA) is a global consulting and research firm. Founded in 1997 by Ivan Lansberg and Kelin Gersick, it was built on their longstanding collaboration as advisors and founding academics in the family enterprise field. For over 25 years, LGA has provided tailored advisory services and education to support family enterprise continuity across generations.

Relative Solutions LLC is a pioneer in the field of family enterprise. Relative Solutions works with families on issues of governance, strategic planning, philanthropy, or the meaning and impact of wealth, tailoring its offerings to the client’s strengths in pursuit of sustainable and resilient transgenerational family enterprises.

The University of Vermont Grossman School of Business develops leaders of sustainable businesses that address complex economic, social, and environmental challenges in a dynamic global environment. Its Family Business Institute pioneers family business research and education at the heart of business as a force of good for our planet and people. FFI’s collaboration with the Schlesinger Global Family Enterprise Case Competition (SG-FECC) at Grossman has been in place since 2013.

Randy Waesche is an FFI Fellow and has more than 40 years of experience in the family service industry.