FFI On Friday | August 17, 2018

Prepared Exclusively for FFI Members

Notice of the 2018 FFI Board Ballot

Notice of the 2018 FFI Board Ballot


Please take notice that the annual meeting of the Members of The Family Firm Institute, Inc. (FFI) will be held on Friday, October 26, 2018 at 1:00PM 
at the Park Plaza Riverbank in London, England.

By Order of the Board of Directors

Debbie Bing, secretary

Notice of 2018 FFI Board Ballot

The 2018 Nominating Committee is pleased to present the following slate of candidates for election by the membership. New directors will take office following the Annual Meeting on Friday, October 26, 2018 in London, England. Their four year terms will end in October 2022.

Brief bios on the nominees are below. Additional information can be found in the online ballot.

Please sign in using the username and password shown below. Select up to three of the candidates, completing the ballot no later than midnight on September 10, 2018.

Username: please use your email address as your user name
Password: ffi2018

If you have any questions, please contact the FFI office at (617) 482-3045. We look forward to seeing you in London.

Borja Raventos, co-chair, 2018 Nominating Committee
Catherine Rossbach, co-chair, 2018 Nominating Committee
Peter Brock
Mary Duke
James Murphy
David Harvey, ex-officio


Peter Englisch

Peter Englisch is a German tax adviser and accountant as well as US-CPA, based in Essen, Germany. He is the Global and EMEA Family Business Leader at PwC. He has served as partner at Ernst & Young for 25 years in various leadership roles before joining PWC in 2018. He was the inaugural Global Family Business Leader at Ernst & Young and founded the Global Centre of Excellence. Peter became the trusted adviser of many national and international family business clients and has specialized in the areas of succession, family offices, and family governance and is currently focusing on impact investing. Peter also founded the EY NextGen Academy (a unique global program for NextGen from family businesses) and published various FB surveys and publications in collaboration with academic partners like University of St. Gallen, amongst others.

Dan Frosh

Dan Frosh, J.D., CFBA, CFWA, is principal at Frosh Family Business Consulting in Los Angeles, California and currently serves as the managing editor for FFI Practitioner. This past spring, Dan helped to teach a course on family business management to graduating seniors at San Diego State University with Carmen Bianchi. Before entering the family business consulting practice, he served as the director of programs and membership at FFI for five years. In this capacity, he oversaw the growth of the GEN Certificate Program and other strategic initiatives and worked closely with the board of directors and FFI staff to implement strategic initiatives on behalf of the organization. In 2016, he graduated cum laude from Suffolk Law School with a focus on estate planning and closely-held enterprises and received the prestigious Rehnquist Award for Excellence in Professional Responsibility.

Natalie McVeigh

Natalie McVeigh, ACFBA, CFWA, is a family dynamics consultant at The Private Bank of Wells Fargo. She is certified in various personality and preference assessments that help her clients build their communication repertoire, as well as implement succession planning and other processes to strengthen their family platform. Natalie is a Certified Professional Coach and an Enhanced Skills Practitioner of Conversational Intelligence®(C-IQ) for coaches, leveraging the neuroscience of trust. She has published articles, presented to international audiences, and conducted trainings in the field of family enterprise advising. For FFI, she is a faculty member of GEN 501 and a founding member and co-chair of the NextGEN Virtual Study Group. She is also a seasoned university instructor and course designer and an active member of the International Coach Federation, Galliard Family Business Advisor Institute, the New England Association for Conflict Resolution, and the Purposeful Planning Institute.