FFI’s mission is to be the global network of thought leaders in the field of family enterprise. We provide research-based learning and relevant tools for advisers, consultants, academics, and family enterprise members to drive success.
BOSTON (PRWEB) November 11, 2019
The Family Firm Institute (FFI) has announced newly elected board members, who were recognized at the FFI Global Conference in Miami, Florida, on October 25, 2019. The new directors’ four-year terms will end in October 2023.
High Road Advisors, LLC
Mary Duke, JD, TEP, CMA, is an internationally recognized, independent advisor to families navigating the complexities of substantial wealth. Her work is anchored in the facilitation of family meetings, leadership development in rising generations, and strategic planning for family enterprises. Previously, Mary headed two private family offices and founded a leading bank’s global family wealth program, while heading a private bank with seven international trust companies. She has been recognized with STEP’s Private Client Award for family business advisor and the Family Wealth Report’s award for specialist advisor.
HSBC Private Banking
Cynthia Lee is Head of Private Wealth Solutions for North Asia at HSBC Private Banking and is responsible for supporting HSBC’s clients in their trust and estate planning, family governance, philanthropy, and succession needs. Prior to joining HSBC, Cynthia was Managing Director and Head of Wealth Advisory Group at J.P. Morgan’s Private Bank in Asia. She holds a Bachelor of Laws degree from King’s College London of the University of London and a Postgraduate Diploma in Laws from the University of Hong Kong.
Exaudi Family Business Consulting
Lisa Morel, Esq., MBA, CFBA, is partner and director for Exaudi Family Business Consulting in the Dominican Republic. Lisa has years of experience advising family business groups regarding governance and legal structures in the context of generational transitions. Driven by being a family business member herself, she pursued a CFBA at FFI and established the first family business advising firm in her country. She is a graduate of Columbia Law School, a member of the New York Bar and a member of the Entrepreneurship Commission of the National Association of Young Business Leaders (ANJE), where she chairs its annual Families in Business Conference.
J.P. Morgan Private Bank
Maya Prabhu, CFBA, ACFWA, leads J.P. Morgan Private Bank’s Wealth Advisory practice across the EMEA region. As a practitioner, her areas of focus include developing family governance and communication strategies, next generation engagement and development, establishing family offices, and crafting impactful and rewarding philanthropy strategies. Prior to joining J.P. Morgan in 2018, Maya worked at Coutts & Co., London for more than 10 years. Maya teaches GEN 504 and contributes to FFI Practitioner. She is a faculty member for STEP and has also guest lectured for the Wealth Management Institute, Singapore.
Premier Family Business Consulting
Jonathan Ramos, RFC, ACFWA, is the Founder and CEO of Premier Family Business Consulting in Cebu City, Philippines, and currently serves families in business as Senior Partner Consultant. He is a pioneer graduate of the Advanced Management of Southeast Asian Business Studies at the University of Asia and the Pacific and IESE Business School. He has organized the Family Enterprise Excellence Conference for ten years, a one-of-a-kind national conference to bring together from all over the world the best minds in family business consulting and the experiences of families in business.
The following were thanked for their service to FFI as board members and officers over the last several years.
Cognient Group, LLC
Triple Crown Sports
Singapore Management University
About the Family Firm Institute https://www.ffi.org/ (FFI)
FFI’s mission is to be the global network of thought leaders in the field of family enterprise. We provide research-based learning and relevant tools for advisors, consultants, academics, and family enterprise members to drive success. Over 1900 family enterprise professionals, educators, researchers, as well as family enterprise members from more than 90 countries across the globe, belong to FFI. Together they create the oldest and most prestigious multidisciplinary professional association for family enterprise in the world. Information on FFI’s Global Education Network (GEN) online education program can be found on https://www.ffigen.org and editions of its weekly online journal FFI Practitioner can be found at https://www.ffipractitioner.org.