The FFI Family Office Study Group is an online forum to educate, connect, share and
collaborate, with other single and multi FO practitioners in the field of family
enterprise, wealth management, firm management, etc. This is a study group
designed for advisors and professionals who have been working in a single or
multi FO for greater than 10 years. The Group seeks a multidisciplinary
composition to broaden and enrich the learning experience of its members. A
geographic mix is also a priority.
About the Group
The purpose of this group is to:
- Build a strong foundation of FO advisors.
- Build relationships among peers who face similar
challenges and opportunities.
- Provide multidisciplinary learning opportunities
through the use of case discussions, guest speakers, presentations and open
dialog among members
- Nurture and inspire the next generation of potential
leaders within FFI.
- Leverage the insight and perspectives of
experienced practitioners in the field through guest speakers and contributions
by group members.
Group meetings are held quarterly. These meetings are conducted entirely online via live video conferencing. The meetings are expected to last up to two hours. Study Group members will also have access to the private Group website which includes discussion forums, file sharing and member directory for use between virtual meetings.
Code of conduct
The Group members are expected to observe to the FFI Code of Ethics. Discussions held during Group meetings or on the group private discussion board are confidential and should not be shared outside of the Group.
The group is limited to 25 members. All Study Group members are required to be members of FFI in good standing.
Candidates interested in joining the Group must submit a professional profile to the Group chair with a brief statement of purpose indicating why they would like to join the Group, benefits that they anticipate receiving from the Group, and how they expect to contribute to the Group. This can be done online using the Join link below.
Group members are encouraged, although not required, to attend an FFI Regional Meeting or Annual Conference, and seek one of the certificates (Certificate in Family Business Advising or Certificate in Family Wealth Advising) offered by FFI Global Education Network.
Click below to apply online:
David Dankmyer, Matter Family Office, Group Chair
Members Only Area
Click on the button below to access the Study Group private online forums. Please note: you must sign in to your FFI account to view the forums. Contact Dan Frosh at firstname.lastname@example.org if you need assistance with your user id or password.
Technical Requirements for Web Video Conferencing
As the Group is
entirely virtual and meets live online via video conferencing, there are
technical requirements to be observed. The software applications to access the
virtual meetings are free to download, free to use and are available on nearly
all computing devices including PC, Mac, and mobile devices. For questions
about these technical requirements, contact the Group chair.
An internet connection – broadband wired or wireless (3G or
Speakers and a microphone – built-in or plug-in
Webcam or HD webcam - built-in or plug-in
Supported Operating Systems
iOS5.0 or later
Send and receive video using front or rear camera
iPad 2, new iPad, iPhone 3 (no front facing camera) 4, 4S and
iPod touch 4th Generation
Mac OS X with MacOS 10.6/(Snow Leopard) or later
Windows 7 or Windows Vista with SP1 or later, or Windows XP with
SP3 or later
Android (coming soon)
Supported Browsers for Web Start
Windows: IE7+, Firefox, Chrome, Safari5+,
Mac: Safari5+, Firefox, Chrome
iOS: Safari5+, Chrome
Android (coming soon): Webkit (default), Chrome
Any 1 Ghz single core processor or better
All FFI Members are eligible to participate in study groups. Study groups meet face-to-face in locations around the globe as well as virtually within the FFI study group online community. There are no annual dues to participate. Study groups may be organized based on geographic region (as is the case with New York and Oregon study groups for example), topic of interest (succession or Latin American family enterprise for example), as well as profession of origin (accounting, finance or behavioral therapy for example). For more information about forming a study group go here.