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Richard's outstanding achievement as a Dual Certificate Graduate with the Family Firm Institute

We are thrilled to extend our congratulations to our Managing Director, Richard Waugh, for his outstanding achievement in completing the Family Firm Institute Global Education Network Dual Certificate program.

Richard's commitment to enhancing our family wealth management practice has reached a new level, thanks to his hard work in earning the Certificate in Family Business Advising (CFBA) and the Certificate in Family Wealth Advising (CFWA).

The CFBA and CFWA programs offer specialized knowledge and skills that are instrumental in supporting multi-generational families in managing their family businesses and wealth effectively. Let's take a closer look at the courses and the valuable skills they provide:

Certificate in Family Business Advising (CFBA):

GEN 102: Systems Thinking for the Family Enterprise Advisor: This course equips advisors with a comprehensive understanding of how family enterprises operate. It encourages a holistic approach to problem-solving and decision-making, crucial for managing complex family businesses.

GEN 201: The Action Research Model as Applied to Family Enterprise Advising: Richard gained expertise in applying the action research model to family enterprise advising. This approach allows him to proactively address issues and drive positive change within family businesses.

GEN 501: Evidence-Based Advising: Using Research to Empower Family Enterprise: This course emphasizes the importance of using research to inform advisory services. Richard can now provide data-driven advice to our clients, enhancing the effectiveness of our family business advisory practice.

Certificate in Family Wealth Advising (CFWA):

GEN 102: Systems Thinking for the Family Enterprise Advisor: Richard's understanding of systems thinking remains crucial for analyzing and optimizing the family wealth system, ensuring comprehensive and integrated wealth management.

GEN 202: Advising the Family Wealth System: A Multidisciplinary Approach: With a multidisciplinary approach to family wealth advising, Richard is well-equipped to address the diverse needs and goals of multi-generational families and their wealth portfolios.

GEN 501: Evidence-Based Advising: Using Research to Empower Family Enterprise: Just as in the CFBA program, this course underscores the importance of research-based advisory services, which Richard can now seamlessly integrate into our family wealth management practice.

Richard's dedication to professional development and his successful completion of both certificates reflects our commitment to providing our clients with the highest level of expertise in family wealth management. His increased knowledge and skills will enhance our ability to serve multi-generational families, whether their focus is on operating businesses or managing diverse wealth portfolios.

We are proud to have Richard as Managing Director within our organization, and we look forward to leveraging his expanded expertise to continue delivering exceptional value to our clients.

Once again, congratulations to Richard Waugh for this achievement, and we are excited to implement his enriched knowledge which will elevate our family wealth management practice to even greater heights in the future.

Contact us at to find out how we can help support your multi-generational family in managing your family business and wealth effectively.

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