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FFI Annual Global Conference

Family Enterprise: Myths & Realities 

Park Plaza Westminster Bridge, London, England
October 21–24, 2015

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*Rate discount expires September 7, 2015


Main Conference Keynote and Session Presenters

Abdullah Al Zamil is CEO of Zamil Industrial and on the board of Zamil Group Holding Company in Saudi Arabia. He is one of 12 sons of the founder who are actively involved in charting the ongoing strategic expansion, diversification and international presence and leadership of the group.

Alexandra M. Altinger is CEO of Sandaire Investment Office and is responsible for managing the firm and its strategic growth, including the post-merger integration with Lord North Street.

Patricia Annino is a partner with the Prince Lobel law firm. Chair of the firms’ estate planning and probate group; she is also a member of the FFI board of directors.

Claudia Binz Astrachan  is a lecturer at Hochschule-Luzern. Her research interests include family business branding, organizational identity, and entrepreneurial family management.

Joseph Astrachan is Wells-Fargo Eminent-Scholar-Chair of Family Business at the Coles College of Business, Kennesaw State University. An FFI Fellow, former FFI board member and former editor of Family Business Review, Joe has received the 2000 Richard Beckhard and 2009 International Awards.

Caroline Bailey is a third generation member of the Gallo wine family, with 18 years experience in sales, marketing, communications and public relations in her family’s business.

Debbie Bing, a member of the FFI board of directors and an FFI Fellow, is a principal at CFAR with extensive experience in negotiation and organizational change.

Justin Blake leads Edelman’s global executive positioning offering, helping executives tell their authentic stories in today’s complex communications environment. 

Simon Bloom is chief executive of Reflections Consulting to Family Businesses and Offices (RFO). He combines his psychological insight at both a personal and organizational level together with financial and practical knowledge to help set up and run family offices.

Trish Botoff, Botoff Consulting, is an independent compensation consultant. She specializes in consulting with family offices and foundations, family business enterprises, and wealth management firms.

Joanie Bronfman is a global speaker on wealth issues. She is an FFI Fellow.

Fredda Herz Brown, a founding board member of FFI, an FFI Fellow and recipient of the 1996 FFI Barbara Hollander and 2002 Richard Beckhard Awards, is senior consultant with Relative Solutions™.

Scott Budge is managing director of RayLign Advisory, LLC, a family wealth consultancy. He is an FFI Fellow.

Randel Carlock is an FFI Fellow, a member of the faculty of INSEAD, with which he shared the 2008 FFI International Award, and researches and teaches entrepreneurship and family business based on his experience as a CEO, management professor, consultant and psychotherapist. 

Ted Clark is the executive director of the Northeastern University Center for Family Business, and executive professor of entrepreneurship and innovationat the D’Amore-McKim School of Business.

Karen Clark leads the relationship management team for Sandaire Investment Office. Her expertise is advising families on all aspects of wealth management, specializing in multi-jurisdiction families and cross-border planning and investing.

Dante De Lucia, founder of Competitive Legacy, LLC, has been in the family business consulting arena for more than 14 years, working with large, mid-sized and closely-held corporations.

Devin DeCiantis is a senior associate with Lansberg, Gersick & Associates LLC, specializing in financial, operational, and strategic aspects of family enterprise.

Sri Tatwamasi Dixit is a family business advisor. He founded FABRIC (Family Business Research International Centre), a boutique consulting firm in India, offering family business advisory services and coaching to family business entrepreneurs.

Karin Ebel is an attorney and tax advisor with Unternehmer-Societaet May & Koll. She focusses on family enterprises with succession topics and role models.

Ross Ellenhorn is a partner at Prakash Ellenhorn,a private program for assertive community treatment team (PACT), providing comprehensive, individualized and multidisciplinary psychiatric and psychosocial services.

Peter Englisch is the global leader of Ernst & Young’s Global Family Business Center of Excellence. Alongside his extensive experience as an assurance and business advisory partner for national and international companies, Peter has served family-owned business clients for more than 20 years.

Kelin Gersick is a partner in Lansberg, Gersick & Associates, LLC. He is a former co-editor of the Family Business Review, recipient of the 2007 FFI Richard Beckhard Award, and an FFI Fellow.

Cara Lyn Greco is an entrepreneurial business strategist who is also an experienced and qualified CEO, attorney and CPA. Through her studies of health and wellness, she works with clients to maintain a healthy and balanced mental and physical state.

Elle Hansen is a senior consultant for ReGENERATION Partners with experience in public and privately held international companies.

Kyle Harrison is a partner at Seymour Investment Management. He helps clients navigate the complexities of wealth.

David Harvey is chair of the London Advisory Committee. He is CEO of the Society of Trust and Estate Planners (STEP) and the treasurer on the FFI board of directors

Fernanda Hurtado is general manager of the Association of Family Enterprise in Chile and a political scientist at Universidad Católica.

Katelyn Husereau is assistant director of the Northeastern University Center for Family Business.

James Hutcheson is founder and president of ReGENERATION Partners, a consulting firm devoted exclusively to working with family enterprises. He is an FFI Fellow and recipient of the 2009 Richard Beckhard Award.

Holly Isdale leads Wealthaven, providing family offices high level strategic planning, hands-on oversight and conflict-free advice. Holly is a member of the FFI board of directors and holds the FFI Certificate in Family Business Advising.

Dennis Jaffe has helped families overcome personal and organizational challenges to enable successful and fulfilling transfer of businesses, wealth, values, commitments and legacies across generations for more than 40 years. An FFI Fellow, Dennis is on the faculty of the FFI Global Education Network and a recipient of the 2006 FFI Richard Beckhard Award.

Denise Kenyon-Rouvinez is the Wild Group Professor of Family Business at IMD in Switzerland. She is an FFI Fellow and recipient of the 2014 FFI Interdisciplinary Award

Elaine King is director of family education and governance for WE Family Offices, working with clients to establish channels of communication and create custom solutions that will support and strengthen their wealth enterprises.

Annie Koh is vice president for the office of business development at Singapore Management University. A professor of finance, she is academic director of the Business Families Institute.

Rania Labaki is associate professor of management at the University of Bordeaux and academic expert of the International Next Generation Committee of the Family Business Network. She holds FFI Certificates in Family Business and Family Wealth Advising.

Karen Laprade is a mediator, facilitator and family business advisor with Lead Family Enterprise Advisors who specializes in conflict resolution, leadership development and relationship building. She holds the FFI Certificate in Family Wealth Advising and an Advanced Certificate in Family Business Advising.

Peter Leach is partner, tax at Deloitte in London and head of its UK Family Enterprise Consulting He is an FFI Fellow and recipient of the 2002 FFI International and 2011 Richard Beckhard Awards. Peter is the chair of the London 2015 conference program committee.

Ed Levin, Levin Mental Health Consulting, has been involved with residential treatment programs in leadership, marketing and clinical positions for more than 40 years.

Adele Levinge is CEO of the Dennis Family Office in East Malvern, Australia. She holds the Certificate in Family Business Advising.

Linda Mack, an FFI Fellow, founded Mack International in 2002. The firm specializes in providing retained executive search and strategic human capital consulting services to family office and wealth management industry clients on an international basis

Joan Major is partner and CEO of New Quadrant Partners and advises clients on issues of wealth structuring, family office establishment and management, succession planning and family governance. She holds Certificates in Family Business and Family Wealth Advising.

Mariana Martinez is the coordinator of the family clinic at the Bowen Center for the Study of the Family, including coordinating the clinic and disseminating Bowen theory to the Spanish speaking world.

Hisham Matar is president of NETAJ, Inc. He is a human capital and family goverance advisor and works with families to successfully transition the client’s family business into a cohesive and dynamic “business family.” He holds the Certificate in Family Business Advising.

Kenneth McCracken is joint managing director at Withers Consulting. As a consultant he acts as a neutral facilitator, providing creative and practical support to family enterprises of all shapes and sizes. Ken helped to found the first university-based education programme in the UK for family enterprise owners and executives.

Daphne McGuffin is the Program Director for The BDO SuccessCare ProgramTM and leads the thought leadership and learning and development components of the program in Canada. She has 17 years of experience advising family businesses, is an FFI fellow, and holds the Advanced Certificate in Family Business Advising.

Michael McNeely is president and CEO of the Abbey Group. The firm provides a full range of development services to non-profit clients.

Sandra Shirk McNeely is vice-president of the Abbey Group. A member of the FFI board of directors, she has more than 25 years of non-profit experience in senior management positions.

Mairi Mickel is trustee and chair of The Mickel Fund, a Scottish charity.

Claudio Müller is a professor at the school of economics and business of Universidad de Chile, teaching strategic management and doing research in entrepreneurship and family business.

James Rappaport is a member of the family that founded New Boston Fund, Inc. and has more than 30 years of real estate investment experience

John Riches works with family offices and entrepreneurs on a cross-border basis and deals with structuring for UK residents and resident non-domiciled families.

Susan Rix is partner, Tax & Business Advisory, with BDO Australia, providing broad-based consulting advice on family-owned businesses. She holds the FFI Certificate in Family Business Advising.

Kirby Rosplock currently serves as trustee of her family’s foundation, operates Tamarind Partners, a family enterprise consulting firm and is part of a complex, multi-generational family enterprise. Kirby is an FFI Fellow and a member of the FFI Global Education Network faculty.

Kim Schneider Malek is an FFI Fellow and recipient of the 2014 FFI Barbara Hollander Achievement Award. She is a consultant, facilitator, and educator for families, businesses, and advisors on succession, governance, family unity, and culture. Kim is a faculty member of FFI’s Global Education Network.

Alex Scott is a fourth-generation family business owner and chairman of Sandaire Investment Office in London. He is a former member of the FFI board of directors.

Alexandra Sharpe is a specialist partner within the family enterprise consulting practice at Deloitte UK, and works with family businesses globally, advising on generational transitions and governance issues. She holds the FFI Certificate in Family Business Advising.

Philipp Sieger is an assistant professor at the Center for Family Business at the University of St. Gallen in Switzerland.

Kazuyoshi Takei joined his family’s 100-year-old company as the 4th generation president. In 2003, he founded WellSpring, where he advises family firms, gives presentations and writes. He holds FFI Certificates in Family Business and Family Wealth Advising.

Wee Liang Tan is a professor of strategic management in the Lee Kong Chian School of Business, Singapore Management University. His research interests are in entrepreneurship, small-and-medium-sized enterprises and family firms.

Edouard Thijssen is a 5th generation member from the Belgian Aliaxis family business and co-founder of TrustedFamily. TrustedFamily helps business families around the world to stay together over generations and currently works with more than 100 families in 24 countries.

Cary Tutelman has more than 30 years experience working with family-owned businesses in transition. Cary is a co-founder of the Family Business Center at the University of St. Thomas. He is GEN faculty member and holds the FFI Certificate in Family Business Advising.

Ed van de Vijver is a family business advisor with 20 years of experience delivering presentations and keynote addresses for both BDO and other organizations. He holds the Certificate in Family Business Advising.

Chauwei Yak is a frequent speaker on family business topics. She founded GAO Capital which provides asset management and investment advisory services. She is a director of the companies started by her grandfather and father in 1979. The family business has its roots in textile and garments.

Thomas Zellweger holds the family business chair at the University of St. Gallen, Switzerland, and directs the school’s Center for Family Business.


Global Education (GEN) Faculty and R&E Symposium Presenters

Joseph Astrachan (See Main Conference)

Massimo Bau is assistant professor of business administration at Jönköping International Business School and a member of the Centre for Family Enterprise and Ownership.

Carmen Bianchi is the founder and a principal of Carmen Bianchi & Associates, a family business consulting firm. She is an FFI Fellow, a faculty member of the FFI GEN program and the recipient of the 2012 Barbara Hollander Award.

John Broons is a family business consultant who has worked with business owners in more than 900 one- to -one mentoring sessions. He holds the Certificate in Family Business Advising.

Roger Brufau is co-founder of Sparkling Strategies, a company dedicated to generating knowledge and support in the field of consulting to individuals, teams and businesses. 

Donella Caspersz lectures in management and organisations at the University of Western Australia. Her research interests are family business governance and management.

Lucia Ceja is a researcher in the department of family business at IESE.

Jeremy Cheng is the manager of the Tanoto Center for Asian Family Business and Entrepreneurship Studies at The Hong Kong University of Science and Technology. He holds Certificates in Family Business and Family Wealth Advising.

James Coutre is vice president, insights and connections at Fidelity Family Office Services. He is a GEN faculty member.

Justin Craig is associate professor of entrepreneurship at the D’Amore-McKim School of Business at Northeastern University. His primary research interests are family business and entrepreneurship.

Alfredo De Massis holds the chair in entrepreneurship and family business at the Lancaster University Management School and is director of the school's Centre for Family Business.

Anthony Devine is a graduate tutor at the Newcastle Business School. He holds the Certificate in Family Business Advising and is a member of the FFI GEN faculty.

Michael Dickson is managing director of Dicksons in the UK. He is a member of the second generation family owners.

Kimberly Eddleston is professor of entrepreneurship and innovation at The D’Amore-Kim Business School at Northeastern University.

Alberto Gimeno, an FFI Fellow, is on the faculty of ESADE and one of the founding partners of Family Business Knowledge (FBK), an applied research company in the field of the family business.

Carrie Hall leads and coordinates Ernst & Young’s Family Business Global Center of Excellence in the Americas.

Edo Heyns is a guest lecturer at Stellenbosch University Business School in Cape Town, South Africa. He is also a qualified winemaker and managing editor at WineLand Publications.

Andrew Hier is a senior partner with Cambridge Advisors to Family Enterprise, specializing in family and business governance, shareholder relations, and succession issues. He is an FFI Fellow and a member of the FFI GEN faculty.

Gérard Hirigoyen is an economist and honorary president of the University Montesquieu - Bordeaux IV . His field of study and research is family businesses and governance.

Joseph Horak is director of the Family Owned Business Institute at the Seidman College of Business at Grand Valley State University. 

Frank Hoy is Beswick Professor of Entrepreneurship and director of the Collaborative for Entrepreneurship & Innovation at Worcester Polytechnic Institute. He is an FFI Fellow and recipient of the 2009 Barbara Hollander Award.

James Hutcheson (See Main Conference)

Jacqueline Jackson is head of family business engagement at the Institute for Entrepreneurship and Enterprise Development at Lancaster University.

Andrew Keyt is executive director of the Loyola University Chicago Family Business Center and an FFI Fellow.

Ricardo Mejia’s firm, Ricardo Mejia Cano Consultores Empresariales, is based in Colombia. A member of the FFI board of directors, Ricardo holds Certificates in Family Business and Family Wealth Advising.

Leif Melin is an FFI Fellow and member of the FFI board of directors. He is the Hamrin Professor of Family Business Strategy at Jönköping International Business School.

Mattias Nordqvist is chair of this year’s Research & Education Symposium. He is the Hamrin International Professor of Family Business at Jönköping International Business School.

Maria Jose Parada is a Ph.D. candidate in management sciences at ESADE Business School. She holds the Certificate in Family Business Advising.

Maya Prabhu is managing director of the Coutts Institute. She is a GEN faculty member and holds Certificates in Family Business and Family Wealth Advising.

Catherine Pratt is resident assistant professor and former associate dean of the Pacific Lutheran University School of Business.

Sabine Rau is professor of entrepreneurship and family business at King’s College London.

Jeffrey Roseman is a third generation member of his family’s business, David Harvey Jewelers. He is an adjunct professor at the Charles F. Dolan School of Business of Fairfield University.

Pramodita Sharma is the Sanders Chair and professor of family business at the school of business administration, University of Vermont. An FFI Fellow, she is editor of The Family Business Review, a member of the GEN faculty and recipient of the 2011 Barbara Hollander Award.

Amélie Villéger studies with Gérard Hirigoyen at the University of Bordeaux.

Dianne Welsh is Hayes Distinguished Professor of Entrepreneurship and director of the entrepreneurship cross-disciplinary program at the University of North Carolina at Greensboro. An FFI Fellow, she is chair of the Best Doctoral Dissertation Committee for the 2015 Global Conference.

Michael Woywode is the co-recipient of the 2014 Best Unpublished Research Paper. He is on the faculty of the Institut für Mittelstandsforschung in Mannehim, Germany.

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