Family Firm Institute

Bernstein Private Wealth Management Announces Expansion of Ultrahigh-Net-Worth Platform

Retrieved on: 
Monday, January 29, 2024
UHNW, Research, JPMorgan Chase, Niels Bohr, Journalism, Brigham Young University, Family Firm Institute, Wealth, Morgan Stanley, AllianceBernstein, AB, Investment, Integration, Pennsylvania State University, Marketing, First Republic, Platform, Growth, Tutoring

NEW YORK, Jan. 29, 2024 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced the expansion of its Ultrahigh-Net-Worth (UHNW) Platform with an offering designed to help clients navigate the growing complexities of wealth and build a multigenerational legacy.

Key Points: 
  • NEW YORK, Jan. 29, 2024 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced the expansion of its Ultrahigh-Net-Worth (UHNW) Platform with an offering designed to help clients navigate the growing complexities of wealth and build a multigenerational legacy.
  • "Clients today are increasingly looking for a unified wealth plan centered around legacy with the understanding that complexity is not always financial.
  • That's why our evolved UHNW Platform offers a more holistic approach to not only manage wealth but the anxieties that come with that wealth."
  • In coordination with the expansion, Bernstein has appointed three senior executives:
    Amanda Bohr, Director of Strategic Partnerships.

Family Office Practice Expert Jim Coutré Joins Pathstone

Retrieved on: 
Monday, October 16, 2023
Insight, Health, Single-family, Bachelor of Arts in Clinical Psychology, Economics, Family Firm Institute, Washington University in St. Louis, Uganda Advanced Certificate of Education, Thought, Wealth, Potential, News, Financial services, Management, Family

ENGLEWOOD, N.J., Oct. 16, 2023 /PRNewswire/ -- Pathstone - The Family Office, a partner-owned advisory firm offering comprehensive, highly customized investment advice and family office services, is pleased to announce the appointment of Jim Coutré as a new Managing Director and Head of the Wealth Planning Group to redefine the wealth planning offering and further develop Pathstone's increasing prominence in offering solutions for the complex technical and emotional challenges faced by ultra-high-net-worth families and offices. Mr. Coutré will be based in Pathstone's Boston office.

Key Points: 
  • Mr. Coutré comes as a trusted thought partner to wealth creators, multigenerational families, and their family office executives.
  • Mr. Coutré was previously the Vice President of Insights & Connections for Fidelity Family Office Services, a segment of Fidelity Institutional, where he delivered perspective and problem-solving across a wide range of family and family office matters to some of the world's most affluent families.
  • Recognized by his peers as a catalyst for new thinking on how to draw out the humanity in family office solutions, Mr. Coutré is one of the authors of Reshaping Reality: Unlocking the Potential of the Single Family Office.
  • He also holds the Advanced Certificate in Family Wealth Advising and the Advanced Certificate in Family Business Advising from the Family Firm Institute.

Modern Health Announces Parenting Expert Emily Oster and Television Personality Karamo As Keynote Speakers At Elevate Conference

Retrieved on: 
Tuesday, September 26, 2023
LGBTQ+, Mental Health, Health, Consumer, Technology, Parenting, Software, Transfer, Real, Workforce, MTV, Pregnancy, University, Workplace, Parent, Traditional and Modern Health Practitioners Together against AIDS, The Real World: Philadelphia, Business, Woman, Philadelphia, Circle, David G. Booth, Harvard University, Family, Masculinity, Organization, Family Firm Institute, Queer Eye, RSM, Karamo, Brown University, Intel, HR, Stitch Fix, Faculty, NBCUniversal, Meditation, AI, Oster, Mental health, Nursing, Toy, Economics, Elevate, Splunk

Modern Health , a leading global workplace mental health platform, today announced renowned economist, bestselling author, and parenting expert Emily Oster and Emmy-nominated television personality, culture expert, and activist Karamo as keynote speakers at its third-annual conference, Elevate , taking place virtually on October 4, 2023.

Key Points: 
  • Modern Health , a leading global workplace mental health platform, today announced renowned economist, bestselling author, and parenting expert Emily Oster and Emmy-nominated television personality, culture expert, and activist Karamo as keynote speakers at its third-annual conference, Elevate , taking place virtually on October 4, 2023.
  • We’ll discover the latest clinical research, customer case studies, future-gazing insights, and, most importantly, personal stories, learnings, and perspectives.
  • Last year, Karamo began hosting his own talk show for NBCUniversal and continues to advocate for the LGBTQI+ community and their allies.
  • I would encourage employers to think about how they can put in structures that allow parents the flexible time they need,” comments Emily Oster.

Babson College Announces Naming of the Bertarelli Institute for Family Entrepreneurship

Retrieved on: 
Monday, April 11, 2022
Family, Organization, Heart, College, Bertarelli Foundation, Leadership, Arthur, Memory, Multimedia, Business, Huber loss, Culture, Ambiguity, Education, News, Research, U.S. News & World Report, Family Firm Institute, Thought, School, Learning, Entrepreneurship, Institute, Science, Entrepreneurial leadership, Foundation, Sport, Non-governmental organization, Babson College, Stonehearth Open Learning Opportunities, Partnership, Management, Online shopping, Babson

WELLESLEY, Mass., April 11, 2022 /PRNewswire/ -- Babson College today announced the naming of the Bertarelli Institute for Family Entrepreneurship, a learning hub that will extend Babson's founding mission, amplifying the capacity of enterprising families around the world to create economic value and social impact built upon the foundation of stronger family relationships. The Institute is made possible by a generous gift from the Bertarelli Foundation. The Institute, formerly known as the Institute for Family Entrepreneurship, resides under The Arthur M. Blank School for Entrepreneurial Leadership at Babson College.

Key Points: 
  • The Institute, formerly known as the Institute for Family Entrepreneurship, resides under The Arthur M. Blank School for Entrepreneurial Leadership at Babson College.
  • Ernesto has long been a thought leader in family entrepreneurship, he has close ties to Babson, and he's already helped shape much of the work we do here," said Lauri Union, the Nulsen Family Executive Director of Babson's Bertarelli Institute for Family Entrepreneurship.
  • In the coming months, The Institute will launch a uniquely impactful initiative: The Babson Global Family Entrepreneurship Network.
  • On average, 50% of Babson students come from a family business, and, according to "Family Firm Institute," family businessesdrive 70-90% of global GDP.

Burns & Levinson Partner Brian D. Bixby Named a Go To Trusts & Estates Lawyer by Massachusetts Lawyers Weekly

Retrieved on: 
Wednesday, January 5, 2022
Massachusetts Bar Association, VNA, Boston Bar Association, Family Firm Institute, Law, Association, American College of Trust and Estate Counsel, American Bar Association, American College, Intellectual property, Supreme Judicial Court, Northeastern University School of Law, Board, Burns, Lawyer, Social Security Board (Myanmar), University School, Employment, Nursing, Leadership, Real estate

BOSTON, Jan. 5, 2022 /PRNewswire/ -- Burns & Levinson announced todaythat partner Brian D. Bixby has been named a Go To Trusts & Estates Lawyer by Massachusetts Lawyers Weekly.

Key Points: 
  • BOSTON, Jan. 5, 2022 /PRNewswire/ -- Burns & Levinson announced todaythat partner Brian D. Bixby has been named a Go To Trusts & Estates Lawyer by Massachusetts Lawyers Weekly.
  • The list recognizes the top trusts & estates lawyers in the region the ones other lawyers refer clients to because of their expertise, accomplishments and creative thinking.
  • Throughout his 40-year career, Bixby has earned the reputation as the go-to lawyer for some of the most challenging probate and trust cases.
  • Bixby joined Burns & Levinson in 1996, where he chaired the firm's Private Client Group and served as head of the firm's Fiduciary Litigation Department for 25 years.

The AlTouq Group Announces Family Firm Institute Educational Scholarships to Recipients from Africa, Latin America, and the United States

Retrieved on: 
Wednesday, June 16, 2021
Family Firm Institute

In past years, the AlTouq Group FFI GEN scholarships have been awarded to academics from Singapore and Hong Kong as well.

Key Points: 
  • In past years, the AlTouq Group FFI GEN scholarships have been awarded to academics from Singapore and Hong Kong as well.
  • Mr. AlTouq wished the scholarship beneficiaries well and hoped they will be able to utilize the AlTouq Group scholarship to its fullest potential.
  • The AlTouq Group http://www.altouq.com/en/ is a Saudi Arabian Family Office that is the investment vehicle for the AlTouq family.
  • Family Firm Institute http://www.ffi.org FFI's mission is to be the most influential global network of thought-leaders in the field of family enterprise.

The AlTouq Group Announces Family Firm Institute Educational Scholarships to Recipients from Africa, Latin America, and the United States

Retrieved on: 
Wednesday, June 16, 2021
Family Firm Institute

In past years, the AlTouq Group FFI GEN scholarships have been awarded to academics from Singapore and Hong Kong as well.

Key Points: 
  • In past years, the AlTouq Group FFI GEN scholarships have been awarded to academics from Singapore and Hong Kong as well.
  • Mr. AlTouq wished the scholarship beneficiaries well and hoped they will be able to utilize the AlTouq Group scholarship to its fullest potential.
  • The AlTouq Group http://www.altouq.com/en/ is a Saudi Arabian Family Office that is the investment vehicle for the AlTouq family.
  • Family Firm Institute http://www.ffi.org FFI's mission is to be the most influential global network of thought-leaders in the field of family enterprise.

Family Firm Institute Announces 2020 Family Business Review (FBR) Award Recipients from Canada, Germany, Ireland, the Netherlands, Switzerland, the UK, and the US

Retrieved on: 
Thursday, June 4, 2020
Family Firm Institute, Family Business Review

It is given to recognize and celebrate the strongest contribution in FBR, highlighting FBR's pioneering and anchoring role in the field of family business studies.

Key Points: 
  • It is given to recognize and celebrate the strongest contribution in FBR, highlighting FBR's pioneering and anchoring role in the field of family business studies.
  • Family Business Review (FBR), FFI's quarterly journal, is the leading scholarly publication devoted exclusively to exploration of the dynamics of family-controlled enterprise.
  • The mission of FFI is to be the most influential global network of thought-leaders in the field of family enterprise.
  • Together they create the oldest and most prestigious multidisciplinary association for family enterprise academics and professionals in the world.

Family Firm Institute Announces 2020 Academic Award Recipients from India, the Netherlands, and the United Kingdom

Retrieved on: 
Thursday, June 4, 2020
Family Firm Institute, Family business

This award is given to encourage and recognize outstanding academic achievement in the field of family business study.

Key Points: 
  • This award is given to encourage and recognize outstanding academic achievement in the field of family business study.
  • Papers may be on any topic of relevance to the understanding and appreciation of family firms and/or family firm advisors.
  • About FFI: The mission of FFI is to be the most influential global network of thought-leaders in the field of family enterprise.
  • Together they create the oldest and most prestigious multidisciplinary association for family enterprise academics and professionals in the world.

Family Firm Institute Awards Scholarships to Recipients from Canada, Chile, Hong Kong, India, Mexico, Spain, the United Kingdom, the United States, and Zimbabwe

Retrieved on: 
Monday, June 1, 2020
Family Firm Institute

GEN offers cutting-edge multidisciplinary courses and world-class certificate programs for family enterprise advisers, practitioners, academics, and professionals.

Key Points: 
  • GEN offers cutting-edge multidisciplinary courses and world-class certificate programs for family enterprise advisers, practitioners, academics, and professionals.
  • He has more than 10 years experience working with a variety of government, private, nonprofit, and family enterprises.
  • He is also Director of the Centre for Family Business and he co-leads the FFI chapter of The Chinese University of Hong Kong.
  • The AlTouq Group http://www.altouq.com/en/ is a Saudi Arabian Family Office established in the 1970's as an investment vehicle for the AlTouq family.