5299 DTC Boulevard, Suite 1101, Greenwood Village, CO 80111 | 303-740-8001 | info@auctoris.com

Local Business Professional Recognized for Outstanding Achievement

Local Business Professional Recognized for Outstanding Achievement

May 2, 2014

GREENWOOD VILLAGE, COLORADO [OCT 4, 2013]– Korbett L. Roberts of AUCTORIS has been awarded the FFI GEN (Global Education Network) Certificate in Family Business Advising (CFBA) by the Family Firm Institute. The certification is presented to individuals who have achieved comprehensive professional knowledge and gained significant expertise that can be used as value to family business owners and family wealth clients. Roberts’ distinction, which is in addition to his CFP, CLU, ChFC and CASL designations, further ensures that the highest standards in professional best practices will be implemented at AUCTORIS.

“We are so pleased that Korbett has earned this valuable distinction,” said Wanda Ballard, COO at AUCTORIS. “We are proud to continue to expand our expertise so we can better provide the tools and processes family-owned businesses need to address their unique challenges in wealth and business succession planning.”

The Family Firm Institute (FFI) Certificate in Family Business Advising is designed to increase awareness and exposure to concepts, skills and knowledge necessary to optimize effectiveness as family business advisors and consultants. Participants have access to cutting edge information and resources for exploring the core disciplines — behavioral science, finance, law and management science — and steps for forming collaborative teams. FFI provides multidisciplinary educational programs to advance family enterprises worldwide by enabling collaboration between family enterprise practitioners and academics, creating a global network of professionals.

“hrough completion of the certificate program, Korbett Roberts has gained a deeper understanding of the needs of family-owned enterprises and the many roles family business and non-family members play,” said Judy Green, Executive Director of the Family Firm Institute.

AUCTORIS was founded in 1978 by Principals Richard Hartmann and William “Bill” Roberts. AUCTORIS serves high net worth families and business owners and performs values-based estate, business succession, and philanthropic planning as well as the placement of life insurance. AUCTORISÂ’ headquarters are located in Greenwood Village, CO with satellite offices in Scottsdale, Arizona and Waco, Texas.

The firm is a member of M Financial Group, one of the nationÂ’s leading financial services design and distribution companies. Since 1978, M FinancialÂ’s network of independent insurance, investment, and executive benefit firms has served the needs of successful entrepreneurs, corporate executives, and Fortune 1000 companies. For more information about AUCTORIS, please visit www.AUCTORIS.com.

About The Family Firm Institute
The Family Firm Institute (www.ffi.org), an international professional membership organization of over 1800 individuals and organizations across 88 countries, is dedicated to providing interdisciplinary education and networking opportunities for family business and family wealth advisors, consultants, educators and researchers. It works to increase public awareness and broaden the understanding of trends and developments in the family business and family wealth fields. As the dominant form of business organization worldwide, family businesses make a unique contribution to the social vitality and economic wealth of communities. FFI seeks to increase the understanding of the family enterprise as a fundamental driver of global economic growth and prosperity.

Contact Information:

Frances Mickelson, Director of Marketing
AUCTORIS – Headquarters
5350 South Roslyn St., Suite 310
Greenwood Village, CO 80111

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