March 05, 2021
Prepared Exclusively for FFI Members
New books from FFI members
March 05, 2021
March 05, 2021
T

oday, we are pleased to feature recent and upcoming book releases from FFI members. Please help us continue this periodic feature by letting us know about books we might have missed. They don’t have to be in English!

The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts (December 2020) by Patricia Angus
The Beneficiary Primer book cover

The Beneficiary Primer is a guide and workbook that addresses the responsibilities and varied concerns that encompass the role of a trust beneficiary. Key concepts are distilled to their essential elements, and the encouraging tone is easy to read while maintaining a sense of the importance of the beneficiary’s role.

Patricia Angus, JD, MIA, TEP, is CEO of Angus Advisory Group LLC and an adjunct professor at Columbia University Graduate School of Business, where she is founding Managing Director of the Family Business Program. She has advised families with businesses, trusts, and charitable foundations for more than two decades, building bridges across disciplines through her teaching, education, and thought leadership. Patricia is an FFI Fellow, a former GEN faculty member, and the recipient of the 2019 Interdisciplinary Award.
Patricia Angus headshot
Patricia Angus
Patricia Angus headshot
Patricia Angus
Patricia Angus, JD, MIA, TEP, is CEO of Angus Advisory Group LLC and an adjunct professor at Columbia University Graduate School of Business, where she is founding Managing Director of the Family Business Program. She has advised families with businesses, trusts, and charitable foundations for more than two decades, building bridges across disciplines through her teaching, education, and thought leadership. Patricia is an FFI Fellow, a former GEN faculty member, and the recipient of the 2019 Interdisciplinary Award.
Cómo hacer que su herencia trascienda (How to make your inheritance last) (Mosquito Culto, publisher) by Guillermo Monroy
Como hacer que su herencia trascienda book cover

This book offers an innovative way to address issues of inheritance through the principles of empathy, harmony, responsibility, and protection. The author describes his method, called Plan Hereditario 360®, as a way to improve the chances of leaving a successful, long-lasting inheritance.

Guillermo Monroy specializes in advising Mexican and Latin American families to make their wealth extend across generations. He has experience designing equity and business structures, trusts, and family office services, as well as inheritances and agreements among heirs for the distribution of assets. He is also a researcher and theorist on ways of applying the theory of family systems to the needs of entrepreneurial families.
Guillermo Monroy headshot
Guillermo Monroy
Guillermo Monroy headshot
Guillermo Monroy
Guillermo Monroy specializes in advising Mexican and Latin American families to make their wealth extend across generations. He has experience designing equity and business structures, trusts, and family office services, as well as inheritances and agreements among heirs for the distribution of assets. He is also a researcher and theorist on ways of applying the theory of family systems to the needs of entrepreneurial families.
The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them, Second Edition (Wiley, November 2020) by Kirby Rosplock
The Complete Family Office Handbook book cover
This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. The Complete Family Office Handbook provides current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of case studies and examples, how families can effectively manage their wealth for the long term.
Kirby Rosplock, PhD is Founder and CEO of Tamarind Partners. She is a fourth-generation owner and board member of her family’s lumber business. She was formerly Director of Research & Development at GenSpring Family Offices. Kirby is an FFI Fellow, a GEN faculty member, and 2018 recipient of the Richard Beckhard Practice Award.
Kirby Rosplock headshot
Kirby Rosplock
Kirby Rosplock headshot
Kirby Rosplock
Kirby Rosplock, PhD is Founder and CEO of Tamarind Partners. She is a fourth-generation owner and board member of her family’s lumber business. She was formerly Director of Research & Development at GenSpring Family Offices. Kirby is an FFI Fellow, a GEN faculty member, and 2018 recipient of the Richard Beckhard Practice Award.
Dear Younger Me by David C. Bentall (Castle Quay Books, November 2020)
Dear Younger Me audiobook cover
In his latest release, David C. Bentall explores nine key character traits that are critical for all family enterprise successors. Drawing on his own experience, he provides a roadmap for cultivating emotional intelligence and for improving family relationships.
FFI Fellow David C. Bentall is founder of Next Step Advisors, a pre-eminent professional advising firm for business-owned families. His expertise is rooted in understanding of family dynamics which he gained by spending more than three decades as part of Dominion Construction, one of Canada’s most prominent real estate and construction companies. David will be presenting at the 2021 conference in London in October.
David C. Bentall headshot
David C. Bentall
David C. Bentall headshot
David C. Bentall
FFI Fellow David C. Bentall is founder of Next Step Advisors, a pre-eminent professional advising firm for business-owned families. His expertise is rooted in understanding of family dynamics which he gained by spending more than three decades as part of Dominion Construction, one of Canada’s most prominent real estate and construction companies. David will be presenting at the 2021 conference in London in October.
Family Offices in Canada: Current Trends and Applications for Multigenerational Wealth (Tellwell Talent, publisher) by Nicole Garton
Family Offices in Canada book cover
More and more Canadians of wealth are realizing the importance of treating their family assets, their family identity, and their family brand as dimensions of the family’s business. This book discusses the concept, the theory, and the practice of the family office as an instrument to enable legacy families to create a positive impact on the world.
Nicole Garton, B.A., LL.B, LL.M., C.Med, FEA, TEP, is a lawyer, mediator and parenting coordinator of family law, wills and estates matters. She is president of Heritage Trust in West Vancouver, British Columbia.
Nicole Garton headshot
Nicole Garton
Nicole Garton headshot
Nicole Garton
Nicole Garton, B.A., LL.B, LL.M., C.Med, FEA, TEP, is a lawyer, mediator and parenting coordinator of family law, wills and estates matters. She is president of Heritage Trust in West Vancouver, British Columbia.
Family Philanthropy Navigator (IMD International, December 2020), by Peter Vogel, Etienne Eichenberger, and Malgorzata Kurak
Family Philanthropy Navigator book cover

Philanthropy is changing and transforming, and philanthropic families are seeking out new ways to ensure that their giving is meaningful and effective. The Family Philanthropy Navigator is a step-by-step guide for new and existing philanthropic families to answer core questions about their motivations and goals for giving.

Peter Vogel is Professor of Family Business and Entrepreneurship and holder of the Debiopharm Chair for Family Philanthropy at IMD Business School in Lausanne. He is also the Director of IMD Global Family Business Center.
Peter Vogel headshot
Peter Vogel
Peter Vogel headshot
Peter Vogel
Peter Vogel is Professor of Family Business and Entrepreneurship and holder of the Debiopharm Chair for Family Philanthropy at IMD Business School in Lausanne. He is also the Director of IMD Global Family Business Center.
Etienne Eichenberger is cofounder and managing partner of WISE Philanthropy Advisors. He is a former GEN faculty member and will present at the FFI global conference in October with Peter Vogel.
Etienne Eichenberger headshot
Etienne Eichenberger
Etienne Eichenberger headshot
Etienne Eichenberger
Etienne Eichenberger is cofounder and managing partner of WISE Philanthropy Advisors. He is a former GEN faculty member and will present at the FFI global conference in October with Peter Vogel.
Malgorzata Kurak is a Postdoctoral Research Fellow at the Debiopharm Chair for Family Philanthropy at IMD Global Family Business Center.
Malgorzata Kurak headshot
Malgorzata Kurak
Malgorzata Kurak headshot
Malgorzata Kurak
Malgorzata Kurak is a Postdoctoral Research Fellow at the Debiopharm Chair for Family Philanthropy at IMD Global Family Business Center.
Harvard Business Review Family Business Handbook (Harvard Business Review, January 2021) by by Josh Baron and Rob Lachenauer
HBR Family Business Handbook book cover

Harvard Business Review Family Business Handbook is a resource for guidance and practical advice, drawing on the authors’ experience working closely with a wide range of family businesses of all sizes around the world. The authors present approaches for communicating effectively, managing conflict, building the right governance structures, and more.

Dr. Josh Baron is a co-founder and Partner at BanyanGlobal. For the last decade, he has worked closely with families around the world who own assets together, such as operating companies, family foundations, and family offices. He is an adjunct professor at Columbia Business School and presented at the 2020 FFI global conference and will be presenting at the 2021 conference in London in October.
Josh Baron headshot
Josh Baron
Josh Baron headshot
Josh Baron
Dr. Josh Baron is a co-founder and Partner at BanyanGlobal. For the last decade, he has worked closely with families around the world who own assets together, such as operating companies, family foundations, and family offices. He is an adjunct professor at Columbia Business School and presented at the 2020 FFI global conference and will be presenting at the 2021 conference in London in October.
Rob Lachenauer is a cofounder and the CEO of BanyanGlobal. Throughout his career, he has been both a consultant and entrepreneur. He has experience with industrial, distribution, consumer goods, financial, technology, and automotive firms, and he has consulted for clients around the world. He presented at the 2020 FFI global conference.
Rob Lachenauer headshot
Rob Lachenauer
Rob Lachenauer headshot
Rob Lachenauer
Rob Lachenauer is a cofounder and the CEO of BanyanGlobal. Throughout his career, he has been both a consultant and entrepreneur. He has experience with industrial, distribution, consumer goods, financial, technology, and automotive firms, and he has consulted for clients around the world. He presented at the 2020 FFI global conference.
Pioneering Family Firms’ Sustainable Development Strategies (Edward Elgar Publishing, March 2021), edited by Pramodita Sharma and Sanjay Sharma
Pioneering Family Firms Sustainable Development Strategies book cover

This book describes the sustainable development journey of 15 business families, varying in size, age, industry, and location, that are committed to using their enterprises as a force of societal good. In turn, each family reaps benefits of high economic returns, while contributing to society and environment.

Pramodita Sharma, FFI Fellow, is a professor and Daniel Clark Sanders Chair in Entrepreneurship & Family Business at the Grossman School of Business, University of Vermont. She is a former FFI board member and recipient of the Barbara Hollander Award, and from 2008-2017 she served as the editor of the Family Business Review. In 2013 she launched the Global Family Enterprise Case Competition.
Pramodita Sharma headshot
Pramodita Sharma
Pramodita Sharma headshot
Pramodita Sharma
Pramodita Sharma, FFI Fellow, is a professor and Daniel Clark Sanders Chair in Entrepreneurship & Family Business at the Grossman School of Business, University of Vermont. She is a former FFI board member and recipient of the Barbara Hollander Award, and from 2008-2017 she served as the editor of the Family Business Review. In 2013 she launched the Global Family Enterprise Case Competition.
Sanjay Sharma is Dean and Professor of Management at the Grossman School of business at the University of Vermont. He and Pramodita Sharma will be presenting in the October 18 FFI virtual conference.
Sanjay Sharma headshot
Sanjay Sharma
Sanjay Sharma headshot
Sanjay Sharma
Sanjay Sharma is Dean and Professor of Management at the Grossman School of business at the University of Vermont. He and Pramodita Sharma will be presenting in the October 18 FFI virtual conference.
Power, Strength & Perseverance by Patricia Annino
Power Strength and Perseverance book cover

Power Strength & Perseverance is both a manual on the forms of direct and indirect power that women can use in the workforce and a history of America’s feminist movements and the power that women have held throughout history and into the present. The book argues for the use of “soft power,” to lead through persuasion rather than through aggression or coercion.

Patricia M. Annino is an attorney with Rimôn, P.C. in Boston. An FFI Fellow, former member of the FFI board of directors, founding member of the 2086 Society, and frequent contributor to FFI Practitioner, she has been voted by her peers as one of the Best Lawyers in America, Estate Planner of the Year and EuroMoney’s “Best in Wealth Management — USA.”
Patricia Annino headshot
Patricia M. Annino
Patricia Annino headshot
Patricia M. Annino
Patricia M. Annino is an attorney with Rimôn, P.C. in Boston. An FFI Fellow, former member of the FFI board of directors, founding member of the 2086 Society, and frequent contributor to FFI Practitioner, she has been voted by her peers as one of the Best Lawyers in America, Estate Planner of the Year and EuroMoney’s “Best in Wealth Management — USA.”
Previous Edition
February 26, 2021

Today, in our second issue of this year’s series, we are pleased to feature seven distinguished organizations and educational institutions that are FFI organizational members.

Dates to Remember
MAR
10
Midwest Chapter Event
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MAR
31
Last day to enroll in the C&S Directory for April 01, 2021 – March 31, 2022
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APR
01
Registration of Q2 GEN courses opens
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APR
12 – 13
GEN virtual seminar: Tools for Positive Change in Family Enterprise Systems: Analysis and application
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APR
15
Last day to apply for the Best Unpublished Research Paper Award
VIEW DETAILS

Last day to submit nominations for an Achievement Award
VIEW DETAILS

Last day to apply for GEN scholarships
VIEW DETAILS

APR
19 – 20
GEN virtual seminar: Philanthropy, Investing and the Enterprise: Advising families in pursuit of impact
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