August Webinars

Presenters: Scott Peppet, Chai Trust Company, and Jim Coutre, Fidelity Family Office Services

Join this session to explore the needs, challenges, and opportunities facing single family offices that are drawn to support the family’s health and fulfillment.

Jim Coutre

Presenters: Maya Prabhu, JP Morgan, and Jim Coutre, Fidelity Family Office Services

This presentation will explore the challenges and opportunities of wealth in the 2020s and how today’s wealthy individuals, families, and their family offices are choosing to express their values and work towards social and environmental impacts through their philanthropic giving, their operating businesses, and their investments (including impact investing).

Jim Coutre

Presenter: Lisa Morel, The Family Business Consulting Group

This discussion will explore how the rising generation in family enterprises often acts as a catalyst for changes within the system, and how advisors can leverage these dynamics towards constructive and transformational uses.

Lisa Morel

Presenter: Carlo Salvato, Bocconi University

Join Carlo Salvato to discuss the results of two research projects (a survey study and a comparative qualitative case study) on 12 large EU families.

Carlo Salvato

Thank you to the expert speakers who presented FFI on Monday webinars earlier this summer.

Torsten Pieper

University of North Carolina at Charlotte

Todd Smith

CFAR

Pat Soldano

Family Enterprise USA

Daniel G Van Der Vliet

Smith Family Business Initiative at Cornell University

Previous Edition

Today, in our sixth issue of this year’s series on FFI organizational members, we are pleased to feature the following distinguished associations, educational centers, and professional organizations.