Stephanie Pike shares on Understanding Your Brain
About: Stephanie helps individuals, companies, families, children, teenagers and sports players to understand their thinking preferences and how people around them think.
She offers a wide variety of brain assessments and offer counselling, coaching and educational assessments thereafter if need arises.
About: Daphne is passionate about helping people learn; she has been designing, developing, and delivering learning solutions her entire career. Since 1999, she has designed and developed both experiential and self-directed learning programs for family businesses, and their trusted advisors, to promote governance and transition planning. Clients include a national bank, an international wealth management firm, many accounting firms, and prominent agricultural associations—all looking to help business families prepare for that inevitable transition.
As program director with BDO Canada, her role expanded to consultant and project manager for family enterprise succession through the development and delivery of customized strategic planning engagements for the owner family. Today, within D3 Learning Solutions, she continues to help family enterprises learn about and implement communication, governance, successor development, and transition planning strategies.
Anne Klein shares on Holistic Family Offices
About: Her extensive qualifications underpin Anne's professional journey. She holds B Juris and LLB degrees and is a non-practicing attorney, notary, and conveyancer. Her qualifications include a Certificate in Advanced Trust Law from the University of Pretoria, an Estate Duty course completed under Mrs. Ina Marx's leadership, and a QFOP certificate (Qualified Family Office Professional) from the Family Office Club, USA. Since the 1990s, Anne's career has been a unique journey, marked by her adaptability and versatility in serving private clients. Her path, which began as a prosecutor for the Department of Justice and an examiner for the Master of the High Court, has led her to diverse roles at one of the oldest law firms in South Africa, an international audit firm, a global multi-family office, and a South African bank, and eventually starting her own Private Office. Her deep passion for philanthropy drives her work, as evidenced by her recent contribution to a worldwide industry publication on family philanthropy. Anne's commitment to the industry is steadfast. She has been involved in several groundbreaking initiatives throughout her career, including initiating a global industry event with a US/SA lawyer to create awareness about the introduction of FATCA. In April 2024, she took a leap of faith. Her Private Office focuses on creating aligned solutions for the industry with a focus on producing more intergenerational families. Her keen passion for Family Offices and commitment to supporting the industry are evident in her every endeavor. Anne's contributions to industry publications are significant. She contributed to "The Practical Guide for Wealthy Families and Family Offices" by Paul Roper, Ian Murphy, and Nicky Dewar. She has co-authored "Switching Billion-Dollar Conversation Lines: Family Offices and Multi-Generational Success” with Brian DeLucia and is the sole author of "The Nine Golden Keys: Estate Planning Keys for Dynamic Families."
Cathy Carroll shares on Conflict Management and Hug of War
About: Cathy learned about family business leadership the best way you can – by leading her family business. After a twenty-year corporate career, she led her father’s business and instantly recognized a difference between leadership in a family business vs leadership in a large corporation.
Founder and President of Legacy Onward, Inc., Cathy Carroll is a family business leadership coach and author of Hug of War: How to Lead a Family Business With both Love and Logic.
Cathy earned certificates in both Leadership Coaching and Executive Facilitation at Georgetown University, an MBA at the University of Chicago Booth School of Business, and a BA at Boston College. She is also a Professional Certified Coach (PCC) in the ICF.
An active member of the community, Cathy currently serves as Vice-Chair the Board of the Purposeful Planning Institute and co-founder & Treasurer of A Leg To Stand On which provides prosthetic limbs to children in developing countries.
Should you fire your deadweight brother-in-law or comply with your mom’s pleas to give him a raise?
Should you pay all your kids the same, or based on the market? These are the questions family business leaders confront due to the opposing expectations of the family and the business.
Hug of War offers new a path forward. When the competing impulses of the family mindset and the
business mindset are embraced as a polarity, leaders transcend either-or thinking and craft better solutions that embrace the best of both mindsets.
With stories that take you into the hearts and heads of real-life family business leaders, Hug of War offers a bridge to greater harmony in your family, greater clarity in your mind, and greater peace in your heart.
LINKS
Abiola Adediran shares on Family Succession, the Journey of a thousand miles and the single necessary step.
About: Abiola Adediran is a Family Business Advisor and co-Founder of Genea Family Office, an independent boutique multi-family office delivering innovative wealth management and family advisory services to family businesses to preserve their wealth and legacy. She is a Fellow of the Institute of Chartered Accountants of Nigeria, a certified Management Consultant, a PRINCE2-certified Project Manager from APMG International, UK and she holds an MBA from Edinburgh Business School, Heriot-Watt University, Scotland. She is passionate about preserving the wealth and legacies of African families and business. She currently sits on the board of growing start-ups as well as serves as a mentor to various leading entrepreneurship organisations. She is a member of Forbes Business Council where she is collaborating with global leaders and contributing to the development of businesses and economies around the world.
Claudio Muller & Fernando Sandoval share on The evolution of Family Businesses in Latin America
About : Claudio Muller is Adjunct Professor of the School of Business of the University of Chile. Claudio is currently Academic Director of The Hispanic Project, a private initiative that conducts a study among Hispanic family businesses in the United States. He leads the FERC Spanish Discussion Group, a virtual study group with members from the Americas, Europe and Asia. He earned a PhD in Business Economics from the Universidad Autónoma de Madrid, Spain and an MBA from Loyola University in Maryland, United States.
About : Fernando Sandoval Arzaga is the Content Director and Founding Partner of QELBE: The Family MSMEs Academy. He has been a professor at the Tec de Monterrey for over 20 years, he has presented research papers at the most important international conferences on management and family businesses and published articles in prestigious international scientific journals. He has been a consultant on business strategy, family businesses, and organizational development for over 20 years.
Family Business Heterogeneity in Latin America. This book explores the emergence and evolution of family firms throughout Latin America from the colonial period to the modern day. Throughout Latin American history, institutions evolved to create order and reduce the uncertainty of the market. This text, presenting cases of family firms across several countries, offers entrepreneurship scholars a fresh perspective on a neglected region.
Kim Vermaak shares on Monetising Legacies through Writing
About: Kim is a multi-talented South African author, speaker, trainer, coach and publisher who has been helping authors, entrepreneurs and knowledge workers build their brands for over 20 years.
With a passion for bringing wisdom back into the art of storytelling, Kim has touched the hearts of many with her medieval fantasy series, while also empowering aspiring authors to turn their dreams into reality.
Kim's super power lies in using crushing events to transform not only herself but also the hearts and minds of others.
Tap into her wealth of knowledge and expertise in building successful book-preneur businesses. Whether you're an aspiring author, entrepreneur or brand manager, Kim's insights and experience will help you create a strong foundation for achieving your goals.
Karabo Morule shares on Art and Wealthy Families on the continent
About: Karabo Morule’s current mission is to get collectors of modern and
contemporary art to see it as an asset class and ensure that artworks are not
relegated to being decoration or artefacts over time, and that art collectors
see long-term value in the artworks they collect. She is the Founder of Capital
Art which is an art fintech and is the first art collection management service
that is facilitates collection management for collectors of modern and
contemporary African art. She has also served as a non-executive director for
several companies. She is an actuary by profession and was the second
black African woman to qualify as an actuary in South Africa. Her career
spans investment banking at J.P. Morgan in Johannesburg and London, as
well as a ten-year period in senior executive roles at a financial services
conglomerate, Old Mutual Limited. Her last role at Old Mutual was managing
Personal Finance which reported 1.8m customers, over 4,100 office staff, tied
agents and broker consultants, Life APE sales of ZAR2bn and profits of
ZAR1.7bn for FY2019. She has been collecting, investing in and being a patron
of the arts since 2012 and is also an angel investor. In 2018, she was selected
to join the World Economic Forum's Forum of Young Global Leaders. She is an
alumnus of the University of Cape Town and Harvard Business School.
Website: https://capitalart.co
Instagram: https://www.instagram.com/capitalartofficial/
Eva Fischer shares on the similarities that we find in businesses the globe over.
Eva Fischer is a Danish family business adviser and speaker who serves on the board of Family Business Network Denmark. She is a former chair of the family business Brunata, one of Scandinavia's largest clean-tech companies. Eva promotes openness about succession and speaks candidly about her own experiences.
Robin Taub shares on Ensuring continuity of the family wealth through the wise investment.
About: Robin Taub is a Chartered Professional Accountant (CPA, CA), keynote speaker and bestselling author. Her latest award-winning book, The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life, gives parents the information, strategies and inspiration they need to teach their kids about money.
She holds a Bachelor of Commerce (with High Distinction) from the Rotman School of Management at the University of Toronto.
Robin puts her money where her mouth is and has two (mostly) money-smart young adults, a son and a daughter.
https://www.thewisestinvestment.com/enterprisingfamilies
Yirhan Sim shares on Family Governance, how culture impacts how we handle it
About: Yirhan Sim, FFI Fellow, is a Single-Family Office Director in Indonesia. He was one of the founding executive committee members of the FFI Asian Circle Virtual Study Group. He assists family business owners with family governance, management, and ownership transition. Yirhan can be reached at thesims08@gmail.com.
Dr. Michael Klein shares on Breaking free from Emotional Handcuffs
About: Dr. Michael Klein has worked as a workplace psychologist for 25 years in industries including pharmaceuticals, financial services, entertainment, construction, education, manufacturing, IT, and healthcare among others. He specializes in advising individuals in family-owned enterprises on issues related to professional growth, development, and satisfaction. Michael holds a doctorate in professional psychology (PsyD), and is a recognized member of the American Psychological Association (apa.org) and Society for Industrial and Organizational Psychology (siop.org). He is a frequent speaker to family business centers, advisor associations, and other industry groups. His book, “Trapped in the Family Business,” and work have been featured in The New York Times, USA Today, CNN, as well as numerous trade and industry-specific publications and online media. Michael received the prestigious Schultz award for outstanding family business publication in 2018.
Vuyani Tati shares on Understanding VCs and why they are the investment vehicles for the future for Family Businesses
https://www.linkedin.com/in/vuyani-tati-7962b019/
https://disrupt-africa.com/
https://vc4a.com/
https://ventureburn.com/
https://ventureburn.com/
Sajjad Hamid shares on Business Development a key for Family Business Growth
About: Sajjad Hamid is an entrepreneurship educator who teaches at a Trinidad and Tobago community college. He lectures at the College of Science, Technology and Applied Arts of Trinidad and Tobago (COSTAATT) in entrepreneurship, family business management, and marketing.
He writes a bi-weekly column, Entreprenomics, in the T&T Business Guardian newspaper. He has published over 180 articles that advise small and medium-sized enterprises (SMEs) and family business owners to grow their ventures.
Previously, Sajjad worked as Business Development Manager for a Fortune 500 company in the southern Caribbean.
Sajjad owns a consulting and training company, Entrepreneur Central Ltd. He assists SME owners in growing their ventures through training and consulting.
Sajjad developed the Knowledge Solopreneur Development Model, which shows knowledge workers how to transition to knowledge entrepreneurs through an iterative process.
He is the author of Build Your Legacy Business: Solopreneur To Family Business Hero. This book takes the entrepreneur from mindset development to starting and growing their ventures. The solopreneur can reference the book to transform their business into a family firm and so leave a legacy behind.
Director of Chaguanas Chamber of Industry and Commerce.
Sajjad has a Bachelor of Science in Business Administration (Marketing) from the University Of Florida (U.S), an MBA (General Management) from the University of Reading (U.K), and a Master of Science in Business Psychology from Franklin University (U.S) and an Advanced Certificate in Family Business Advising from the Family Firm Institute (U.S).
Linda Salim shares on Transparency in Family Business.
About: Linda Salim, PhD, is the CEO of Daftaro, a health tech platform in Indonesia and Malaysia. Serving on the boards of multiple family businesses within her family branches, Linda finds purpose in bridging communications between generations in family businesses. She advises family businesses in transition, mentors college students, and coaches professionals.
Valonda Banks shares on How to Brand yourself to the Job Market
Bessie Graham shares on Navigating Overlapping generations in Family Business
Bio: Bessi Graham is an award-winning entrepreneur with over 20 years of experience working with business owners, governments, and large funding bodies to bring doing good and making money back together. From the grassroots of sitting in the dirt working with business owners in the Pacific Islands, to the United Nations headquarters in Geneva, Bessi has seen it all.
Working with those who have “made it” but haven’t found fulfillment, Bessi helps business leaders to put their Time, Talent, and Treasure to work in ways that align with their values.
Pilar Marques shares on Trans-Generational Transitions and How to prepare siblings for succession
About: Pilar Marques is an associate professor in the department of business administration at the University of Girona. She is currently the director of the Chair of Family Business at the same university and was the promoter of the Masters in Entrepreneurship and Business Development.
She formerly was deputy vice-rector for International Policy at the same university and research coordinator at the Chair of Family Business. She has participated as an external expert in European projects regarding innovation in SMEs, and has been a researcher or director in several projects within Spanish research schemes. She holds a PhD in management from the University of Girona and a Licenciatura in Economics and Business from the Universitat Autonoma of Barcelona. Her teaching activities focus on strategic management and family business. Her international experience is based on her current academic responsibilities and research activities, her post-doctoral stays abroad and her former professional experience in a global manufacturing company. Her main area of research is family business, especially regarding transgenerational challenges and innovation, with publications on such topics in international journals, such as the Family Business Review, the Journal of Family Business Strategy, the Journal of Family Business Management, European Journal of International Management and Management Decision.
Marques, P., Bikfalvi, A., & Busquet, F. (2022). A Family Imprinting Approach to Nurturing Willing Successors: Evidence From Centennial Family Firms. Family Business Review, 35(3), 246–274. https://doi.org/10.1177/08944865221098316
Arbussà i Reixach, A., Bikfalvi, A., & Marquès i Gou, P. (2017). Strategic agility-driven business model renewal: the case of an SME. Management Decision, 2017, vol. 55, núm. 2, p. 271-293.
https://www.emerald.com/insight/content/doi/10.1108/MD-05-2016-0355/full/html?fullSc=1
Marques, P., Presas, P., & Simon, A. (2014). The Heterogeneity of Family Firms in CSR Engagement: The Role of Values. Family Business Review, 27(3), 206–227. https://doi.org/10.1177/0894486514539004
Marques, P., Bikfalvi, A., Simon, A., Llach, J., & Lerch, C. (2015). Servitisation and technological complexity in family and non–family firms: European evidence. European Journal of International Management, 9(2), 221-239.
https://www.inderscienceonline.com/doi/abs/10.1504/EJIM.2015.067855
Simon, A., Marquès, P., Bikfalvi, A., & Muñoz, M. D. (2012). Exploring value differences across family firms: The influence of choosing and managing complexity. Journal of Family Business Strategy, 3(3), 132-146.
https://www.sciencedirect.com/science/article/abs/pii/S1877858512000411
Llach, J., Marquès, P., Bikfalvi, A., Simon, A., & Kraus, S. (2012). The innovativeness of family firms through the economic cycle. Journal of Family Business Management, 2(2), 96-109.
https://www.emerald.com/insight/content/doi/10.1108/20436231211261853/full/html
Weyinmi Oritsejafor shares on the Citizenship By Investment Programme
About: Weyinmi is a Clients’ Advisor at Henley & Partners, UK Ltd. the global leader in investment migration based in Lagos.
She is a private client specialist in residence and citizenship planning and provides advice to high-net-worth individuals and their families across the globe, about gaining residence and/or citizenship in their country of choice by assisting them to complete qualifying investments. Her work targets countries that are deemed most attractive to wealthy clients in terms of mobility, security, privacy, personal tax, and estate planning, as well as lifestyle.
Weyinmi is an Associate Member of the Investment Migration Council and has a background in Finance and Economics holding both a BA(Hons.) degree from Liverpool University and an MSc from Bayes Business School (formerly CASS Business School).
Dr Sarah Burns shares on Impactful Investment and the Family Business
About: Sarah Burns recently concluded her PhD at the University of Oxford studying as a 2016 Rhodes Scholar. Her research focused on how to contribute to private sector development ethically and sustainably in frontier and fragile markets. She specialized in both the contributions of FDI as well as local SME’s/ventures to this process. Throughout her PhD, Sarah lived and worked in Liberia and Sierra Leone, two of the most challenging countries in the world to conduct business in. Since 2018, Sarah has also consulted for impact investors to help develop a theory of change and impact measurement systems. She has done advisory work for CDC (BII), World Bank, IFC, and other private impact funds. Since 2021, Sarah has been connecting investors to exceptional and SDG-focused investment opportunities through her own company called Nia Impact Investments. She provides investment readiness technical assistance and helps match investors to high-quality deal flow. She works closely with networks and opportunities across 15 different African countries.