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Alphabetical List of Consultants & Speakers
Contact: Dawn Lesh375 Park Ave., Suite 300
New York, NY 10152
United States
Tel: 212 848-1416
Fax: 212 848-1401
Email: dawn.lesh@3i.com
Website: http://www.3i.com
3i is an international leader in private equity and venture capital with asets of $15 billion, investing over $3 billion per year in some of the most exciting and ambitious companies in the world. 3i offers a comprehensive range of funding solutions from early-stage venture capital, growth capital, buyouts and infrastructure situations. In growth capital situations, 3i provides financial and strategic support to established businesses with the potential for value creation. Typical investments which range between $20m and $200m help businesses achieve growth ambitions, restructure shareholdings, provide liquidity and/or improve the balance of equity to debt. As a publicly-held priate equity firm, 3i's flexible growth capital structure - where it invests from its own balance sheet - its international reach with more than 250 investment professionals in 14 countires, unrivalled sector depth, and extensive portfolio of nearly 1000 companies, offer the resources necessary to bring unique private equity solutions to mid-market family businesses.
Contact: William F. Messinger325 Cedar St., Suite 700
St. Paul, MN 55101
United States
Tel: 651 209-7670
Fax: 651 209-7675
Email: bill@arprecovery.com
Website: http://www.arprecovery.com
Professional Services Category(s):
Assessments & Crisis Intervention
Treatment & Recovery Management
Post-Treatment Care & Monitoring
Individual & Family Counseling
Speaker Topic(s):
Addiction in Affluent Family Systems and Addiction as a Clinical Disease
Alcoholism and Drug Addiction in Family Members & Beneficiaries
Developing a Healthy Family Culture
Affiliate(s): Joy Bannister-Rice, LADC, Berkeley Lewis, CADA III, William F. Messinger
Applied Consulting, LLC
Contact: Michele R. Ballet
Marlton, NJ 08053
United States
Tel: 856 988-8599
Email: appliedconsulting@comcast.net
Professional Services Category(s):
Family Business Consulting
Executive Coaching
Organizational Diagnosis
Organizational Development
Speaker Topic(s):
Siblings who work together
Intergroup Conflict
Women in the Family Business
Affiliate(s): Michele R. Ballet, Psy.D.
Contact: Sam H. Lane5608 Malvey, Suite 204
Fort Worth, TX 76107
United States
Tel: 866 442-7736
Fax: 817 735-4142
Email: info@aspenfamilybusiness.com
Website: http://www.aspenfamilybusiness.com
Our services support clear communication, trust, asset continuity, management & family development, governance, risk management & strategic planning. Skills in assessment, management consulting, education, mediation, & coaching address succession, conflict management, develop Management Teams, Boards of Directors, & Family Councils. Documents such as Shareholder Agreement, Buy/Sell Agreement, Estate Plan, Succession Plan, Mission Statement, Family Legacy Statement, Family Constitution, & Professional Development Plans help achieve our client’s goals. Other services include: The Gathering, a conference for families in business; training professionals, books and articles on family business & workshops for forums, trade associations et al.
Speaker Topic(s):
Succession Planning
Family Business Assessment
Family Business Governance
Affiliate(s): Darrell Beck, Ph.D., CMC, David Bork, Leslie Dashew, Dennis T. Jaffe, Ph.D., Sam H. Lane, Ph.D., Joe Paul, MS, William Roberts CLU, ChFC
Bernelli Foundation
Contact: Cindy Iannarelli
Cecil, PA 15321
United States
Tel: 412 220-2500
Fax: 412 220-2251
Email: info@bernelli.edu
Website: www.bernelli.org
Berne University is a private institution of higher learning offering graduate degrees, CE and professional development in the areas of Business, Education and Social Services through online programs and a unique residency experience in Northern Italy in summer and the Caribbean in winter. A concentration is offered in Entrepreneurship and Family Business Management including family business dynamics, the consulting process, family offices and foundations, governance structures, organizational change, strategic planning and family education. Programs for the entire family are offered in conjunction with The Buzz Project, a nonprofit dedicated to enhancing entrepreneurial skills in children, which recently launched the Bizzmobile, a mobile classroom. See www.TheBuzzProject.org. Berne University serves an international audience with alumni from 21 countries and 40 states.
Affiliate(s): Cindy Iannarelli, Ph.D.
Bernstein Global Wealth Management
Contact: Frank P. Panayotou
Boston, MA 02109
United States
Tel: 617 788-3705
Fax: 617 788-3800
Email: panayotoufp@bernstein.com
Website: http://www.bernstein.com
Bernstein was established in 1967 to manage investments for families and individuals. Today we oversee some $100 billion in private client assets and offer global portfolios in stocks, bonds, hedge funds, private partnerships, and real estate.
Professional Services Category(s):
Strategic Asset Allocation
Investment Planning
Pre-Transaction Planning for Family Businesses
Affiliate(s): Don M. Bice, Kenneth I. Handler, Neil J. O'Keefe, Frank P. Panayotou, John P. Polidori, Jr., Hans Ziegler
Big Leap
Contact: Gerard J. Donnellan
Lexington, MA 02421
United States
Tel: 781 863-5354
Fax: 781 861-1639
Email: gerryd@big-leap.com
Website: http://www.big-leap.com/
Professional Services Category(s):
Executive Coaching for leaders
Senior Team Development
Creating robust and healthy family structures
Aligning succession planning and business strategy
Speaker Topic(s):
Developing your leaders in the family business
How to have difficult conversations
Dealing with and resolving generational conflicts
Affiliate(s): Gerard J. Donnellan, Ph.D.
Contact: Barry S. Cain10 S. Riverside Plaza, Suite 900
Chicago, IL 60606
United States
Tel: 312 980-2976
Fax: 312 756-3976
Email: bcain@blackmankallick.com
Website: http://www.blackmankallick.com
For over 40 years, Blackman Kallick has worked with family-owned businesses, often having the privilege of working with two, and even three or four generations of leadership. Our experience helps us to see the world through the lens of family business. As such, we are able to identify and address issues unique to family-owned enterprises. The Blackman Kallick Family Business Center's mission is to more fully integrate the breadth and depth of our diverse family business expertise into all services we provide to family-owned businesses. Whether our assistance is related to accounting, taxes, estate planning, succession, consulting, operational enhancement, organizational change, strategic planning, turnaround or mergers and acquisitions, the common thread through all our work is our ability to understand the impact of business decisions on the family, and vice-versa.
Professional Services Category(s):
Strategic planning
Succession planning
Organizational development
Estate planning
Speaker Topic(s):
Strategic planning for family-owned businesses
Succession planning for family-owned businesses
Compensation strategies for family-owned businesses
Affiliate(s): Barry S. Cain, JD, CMC, Patrick F. McNally, Bradley S. Schneider, David Spitulnik, Brian T. Whitlock, CPA, JD, LLM
Bond Beebe, Accountants & Advisors
Contact: Geoff Brown
Bethesda, MD 20814
United States
Tel: 301 272-6040
Fax: 301 272-6140
Email: brown@bbcpa.com
Website: http://www.bbcpa.com
Bond Beebe works with small to mid-sized privately-held businesses, family businesses and high net-worth families and individuals to help them achieve their goals, increase productivity and efficiency and maintain compliance. The company’s broad range of services includes: auditing & accounting; tax planning & compliance; financial planning; management advisory; family business consulting; risk management consulting; strategic planning; succession planning; wealth management; forensic accounting & litigation support; and information technology consulting. From its two offices in Bethesda, Maryland and Alexandria, Virginia, Bond Beebe brings trust, values, service, and imagination to every client engagement.
Professional Services Category(s):
Accounting
Tax Advisory
Business Consulting
Tax, Estate & Succession Planning
Speaker Topic(s):
Succession Planning
Tax & Estate Planning
Managing Business Growth
Affiliate(s): Geoff Brown, CPA
Buckley LeChevallier P.C.
Contact: June M. Wiyrick Flores
Lake Oswego, OR 97035
United States
Tel: 503 620-8900
Fax: 503 620-4878
Email: jmw@buckley-law.com
Website: http://www.buckley-law.com
Affiliate(s): Kay Wakefield Abramowitz, JD, June M. Wiyrick Flores
Contact: Keith Whitaker930 Winter St., Suite 1500
Waltham, MA 02451
United States
Tel: 781 392-2803
Fax: 781 891-4088
Email: keith.whitaker@calibre.com
Website: http://www.calibre.com
Calibre offers boutique family office services backed by the resources of Wachovia, one of the nation’s largest financial services providers. Keith Whitaker, Ph.D. and the Family Dynamics Practice help Calibre clients through an integrated approach to Family communication and governance Education of parents and children Conflict management Succession planning, and much more. With offices near Boston, Philadelphia, Winston-Salem, and Palm Beach, we serve wealthy families throughout the East coast and the nation. Our practice is systemic and highly collaborative. We specialize in helping families who are making or considering the transition from business to wealth enterprises more generally. Besides direct consultation, our clients also benefit from online learning resources and regular opportunities to learn from each other at our Calibre Family Forums.
Professional Services Category(s):
Family governance
Investment advising
Financial & estate planning
Family office
Speaker Topic(s):
Managing Risk to Preserve Family Wealth
Family Meetings: Making them Work for Your Family
The Journey from First to Second Generation Wealth and Beyond
Affiliate(s): Keith Whitaker
Carmen Bianchi Family Business Associates
Contact: Carmen Bianchi
Del Mar, CA 92014
United States
Tel: 858 793-2445
Fax: 858 777-3556
Email: carmbianchi@yahoo.com
Website: http://www.CarmenBianchi.com
Carmen Bianchi Family Business Associates specialize in developing Leadership and Goverenance for Family Business Success Worldwide. Family Business Retreats, Executive Coaching and Leadership Development, Team Building and Strategic Planning, Managing Family Relationships, University Programs, Family Councils, Creeds and Ethical Wills.
Professional Services Category(s):
Succession Planning
Leadership Coaching
Team Building and Strategic Planning
University Programs and Family Forum Workshops
Speaker Topic(s):
Workshops & Retreats on Family Councils and Creeds
Conflict Prevention and Resolution
Ownership Succession
Affiliate(s): Judi Spear
Contact: Nancy Drozdow4 Penn Center
Philadelphia, PA 19103-2812
United States
Tel: 215 320-3200
Fax: 215 320-3204
Email: center@cfar.com
Website: http://www.cfar.com
Spun off from the Wharton School, CFAR has pioneered coaching and consultation to family businesses, including business strategy and profitability; board, shareholder and management development and planning for ownership and leadership succession including governance structures. CFAR has offices in Philadelphia and Boston and works throughout the U.S. We bring a broadly trained staff to client problems, with training ranging from anthropology to psychology, with a particular focus on combining business analytics with organizational change.
Speaker Topic(s):
Business Strategy/Business Continuity
Negotiation
Leadership
Affiliate(s): Debbie Bing, Cathy Brundage, Nancy Drozdow, Beulah Trey, Ph.D.
Contact: Mark E. Kellogg139 W. Lake Lansing Rd., Suite 200
East Lansing, MI 48823
United States
Tel: 517 332-3800
Fax: 517 332-4600
Email: kellogg@mielderlaw.com
Website: http://www.mielderlaw.com
Professional Services Category(s):
Estate Planning
Probate Litigation
Special Needs Trusts
Business Succession Planning/Business Tax Planning/Corporate Taxation
Speaker Topic(s):
Estate and Business Succession Planning
1031 Like-kind Exchanges
Business and Tax Planning, and Sale of Business
Affiliate(s): Mark E. Kellogg, Esq., CPA
Coaching Soluciones
Contact: Jacobo Levinsky
Distrito Federal, 11560
Mexico
Tel: 52 555 545-9591-
Fax: 52 555 250-0577
Email: jacobo@coachingsoluciones.com
Website: http://www.coachingsoluciones.com
Professional Services Category(s):
Family business consulting
Family constitution
Succession and business planning
Family dynamics and conflict resolution
Speaker Topic(s):
Strategic planning for the family and business
Next generation development
Governance boards, family councils
Affiliate(s): Jacobo Levinsky
Conley & Company
Contact: Bruce Walton
Boston, MA 02110
United States
Tel: 617 399-5410
Fax: 617 399-5401
Email: bwalton@conley.com
Website: http://www.conley.com
Affiliate(s): Bruce Walton
Consultoría de Empresas Familiares
Contact: Rodolfo M Carillo
Barrio México, San José 522-1260
Costa Rica
Tel: 506 258-5880
Fax: 506 256-4780
Email: info@empresafamiliarcr.com
Website: www.empresafamiliarcr.com
Professional Services Category(s):
Continuity Planning
Successión Planning
Governance Structures
Leadership
Speaker Topic(s):
Succession Planning
Family business structures
Continuity Planning
Affiliate(s): Rodolfo Carrillo
Contact: Douglas Baumoel900 Cummings Center, Suite 413T
Beverly, MA 01915
United States
Tel: 978 925-5149
Fax: 978 964-0541
Email: info@ContinuityFBC.com
Website: http://www.continuityFBC.com
CONTINUITY specializes in early generation family business conflict management, best practices and transition planning. We provide a balanced and integrated approach to ensure that business thrives, while addressing family, ownership and governance issues that inhibit business success and family harmony. Founder and Principal Consultant is Douglas Baumoel, a dual FFI Certificate Holder in both Family Business Advising and Family Wealth Advising, with an MBA from the Wharton School, and over 20 years of operations and executive experience with both family owned and non-family owned businesses in the U.S. and abroad. Together with a network of complementary professionals similarly trained in both their individual specialties and family business systems, Continuity brings effective and practical solutions to the evolving family business. Continuity is a Limited Liability Company.
Professional Services Category(s):
Integrated approach to Family Business Consulting.
Specializing in Conflict Management in early generation Family Businesses
Professionalizing the Family Business through implementation of Best Practices.
Improving Governance Structures for Family Owned Businesses
Speaker Topic(s):
Governance in Family Owned Businesses
Conflict Management in Family Business
Blame and Forgiveness: Overcoming Impasses in Family Business
Affiliate(s): Douglas Baumoel, MBA
Coyote Financial, Inc.
Contact: John A. House
Scottsdale, AZ 85255
United States
Tel: 480 905-3260
Fax: 480 998-6925
Email: john@coyotefinancial.com
Website: http://www.coyotefinancial.com
At Coyote Financial we develop an Advanced Wealth Management Plan for family and business assets. This plan addresses and resolves current planning deficiencies and incorporates strategies designed to potentially enhance your family’s financial future. ? We are a complete financial team. ? We use a proprietary computer modeling system to project income, expenses, inflation, taxes, college funding, , retirement, estate taxation, and inheritance, as well as “test drive” alternative planning concepts ? We utilize our in-house team of legal, tax, insurance and investment professionals. ? We specialize in risk management, income tax planning, qualified plans (profit sharing plans), succession planning, the tax exempt sale of business, philanthropy, estate planning, and insurance and investment advising and consulting Our philosophy is simple and unwavering: to serve our clients’ needs first and foremost. We provide the highest level of professional planning services, and we take pride in our independent market research to find and recommend the best financial products available. Our corporate headquarters are in Minneapolis, Minnesota and we have an office in Scottsdale, Arizona. We are currently licensed and doing business in thirteen states. Planning advice offered through Swenson Anderson Financial Group, Securities and Advisory Services offered through Financial Investment Corporation, Member SIPC. 1221 Nicollet Mall #400, Minneapolis, MN 55403. Coyote Financial, Inc., SAFG and Financial Network are non-affiliated companies.
Speaker Topic(s):
Advanced Income Tax Planning
Charitable Planning Strategies
Life Insurance Applications
Affiliate(s): John A. House
Contact: François M. de Visscher2 Greenwich Office Park
Greenwich, CT 06831
United States
Tel: 203 629-6500
Fax: 203 629-6547
Email: francois@devisscher.com
Website: http://www.devisscher.com
de Visscher & Co. is an independent financial consulting, investment banking firm and private equity firm serving family-owned and closely-held companies worldwide. The firm assists its family business clients in identifying and then implementing successful solutions to the liquidity needs of family shareholders and to the capital needs of their businesses. As part of its resources, de Visscher & Co. has developed a proprietary database of debt and equity capital sources for family business entitled "Family Business Investors" (FBI). It also acts as General Partners to Family Capital Growth Partners, a source for Private Equity Capital for Family Businesses funded by family businesses, "Families Investing in Families".
Speaker Topic(s):
Managing Liquidity & Capital
Liquidity Strategies for Family Shareholders
Private Capital Sources for Family Companies
Affiliate(s): Richard F. Allen, Christopher L. Craley, François M. de Visscher, Terry Hannafin, Kim Lemone, James A. Murphy, Ross Sealfon
Dean Fowler Associates, Inc
Contact: Dean R. Fowler
Brookfield, WI 53045
United States
Tel: 262 789-7367
Email: dean@deanfowler.com
Website: http://www.deanfowler.com
Affiliate(s): Dean R. Fowler, Ph.D.
Contact: Ernest A. Doud100 North Brand Blvd., Suite 612
Glendale, CA 91203
United States
Tel: 818 539-2267
Fax: 818 539-2253
Email: edoud@doudhausner.net
Website: http://www.doudhausner.net
Every decision made within a family business affects more than the business – it also affects the owning family and the individuals who comprise that family. That is why we at DOUD HAUSNER & ASSOCIATES constantly review the impact of decisions and action of all elements of the family business system: the business, the family and each individual. A successful transition between generations is far more than a purely tax and financially-driven exercise. It is a process of balancing what is good for the family with what is good for the family business. Through our firm’s unique process of analysis, strategy development and implementation we can guide your family business through the complex succession planning process. We help you to have important conversations, clarify roles and responsibilities, solve problems and analyze the array of strengths, weaknesses, opportunities and threats which confront you business as it grows and changes. Drawing on our considerable experience, we provide expertise in the form of planning for optimum business stewardship from one generation to the next. Publications available through DH&A include two popular books: “Hats Off to You–2: Balancing Roles and Creating Success in Family Business,” and “The Evolution of Family Business Wealth.” We are also accomplished public speakers and seminar leaders for industry meetings, professional association conferences, and university-based family business programs.
Professional Services Category(s):
Business Consulting
Family Systems/Behavior Sciences
Organization Effectiveness
Leadership and Executive Development
Speaker Topic(s):
The Evolution of Family Business & Wealth
Hats Off To You: Finding the "Success" in Family Business Succession
Breaking Through Barriers: Tips for Advisors Working with Family-Owned Businesses
Affiliate(s): Glenn R. Ayres, Edwin S. Cox, Ph.D., Ernest A. Doud, Jr, CMC, Ivy Gordon, MSOD
Contact: Timothy C. Coleman20 North Clark St. , Suite 3550
Chicago, IL 60602
United States
Tel: 312 726-3600
Fax: 312 726-7448
Email: tcoleman@dresnerco.com
Website: http://www.dresnerpartners.com
DRESNER recognizes that family businesses have many constituencies. They include family members actively involved in managing the business, family members who rely on their ownership position in the business as a significant source of current income or personal wealth, non-family managers and employees, customers, suppliers and the surrounding community. Our goal is to help families achieve unanimity among all of these constituencies as they embark on strategic initiatives to grow, recapitalize or sell their business.
Professional Services Category(s):
Shareholder value maximization
Exit strategies
Merger and acquisition advisory services
Valuation analysis
Speaker Topic(s):
Maximizing shareholder value in the context of diverse shareholder objectives
Planning and executing a successful exit strategy
Shareholder goals: wealth creation vs. wealth preservation
Affiliate(s): Timothy C. Coleman, Matthew Phillips
Contact: Jose de Jesus Mora OcaranzaMar Amarillo 1484, Lomas del Country
Guadalajara, Jalisco 44610
Mexico
Tel: 0152333 854-4648
Email: contacto@emprescia.com
Website: www.emprescia.com
Professional Services Category(s):
Behavioral sciences
Management
Strategic Planning
Tax Experts
Speaker Topic(s):
Family dinamics
Systemic approach of the family business
Increase of patrimonial value
Equitas Consultants, Inc.
Contact: Ron Prehogan
Ottawa, ON K1P 6L5
Canada
Tel: 613 569-7001
Fax: 613 569-7080
Email: rprehogan@equitasconsultants.com
Website: http://www.equitasconsultants.com
Professional Services Category(s):
Succession Planning
Governance
Strategic Planning
Leadership Assessment & Training
Speaker Topic(s):
Succession Planning for the Family and the Business
Communications among Family Members
Governance & Leadership
Affiliate(s): Ron Prehogan
Executive Advisors, Inc.
Contact: Lilli Friedland
Los Angeles, CA 90067
United States
Tel: 310 553-0442
Fax: 310 553-3009
Email: lillif@executiveadvisors.org
Website: http://www.executiveadvisors.org
Speaker Topic(s):
Legacy: Clarifying and transmitting your Values and Priorities
Successful Transfer of Power and Money
Developing Future Leaders
Affiliate(s): Lilli Friedland, Ph.D., ABPP
Family Business Governance
Contact: Antony Stanley Balshaw
East London, Eastern Cape 5200
South Africa
Tel: 27 43 726-9898
Fax: 27 43 726-9899
Email: tbalshaw@gtec.co.za
Website: http://www.gt.co.za
Affiliate(s): Antony Stanley Balshaw
Contact: David M. Paradise10 Langley Rd., Suite 401
Newton Centre, MA 02459
United States
Tel: 617 332-6690
Fax: 617 558-1206
Email: david@paradisefamilybusiness.com
Website: http://www.paradisefamilybusiness.com
Affiliate(s): David M. Paradise, Ph.D.
Family Business Systems
Contact: Barry Graff
La Jolla, CA 92038
United States
Tel: 619 516-1110
Fax: 619 280-6902
Email: bdgraff@gmail.com
Contact: Alan L. Carsrud11200 SW 8th St.
Miami, FL 33199
United States
Tel: 305 348-7156
Fax: 305 348-0011
Email: entrepreneurship@fiu.edu
Website: http://www.entrepreneurship.fiu.edu
Florida International University’s Institute for Family Business fosters the survival, growth, and economic sustainability of family-owned and managed companies in Florida and the Americas through education, research, and outreach. The research endeavors of the Institute for Family Business is in conjunction with FIU’s Entrepreneurial Research Institute. The Institute runs a quarterly Family Business Forum, a series of breakfast meetings addressing issues such as financing privately-held companies, firm and family governance, succession planning, and crisis and conflict management. The Institute offers a Directors' Training Program for those serving on boards of privately held firms. To promote university education on family business, the Institute produces the FIU Family Business Case Series.
Professional Services Category(s):
Family Business Forums
Research
Family Business Director Training Programs
Case Development
Speaker Topic(s):
Entrepreneurial Succession
Role of Family Firms in Entrepreneurial Development
Minority Family Owned Businesses
Affiliate(s): Alan L. Carsrud, Ph.D., Colleen Post
Contact: Stephen Vondrak55 Walls Drive
Fairfield, CT 06824
United States
Tel: 845 774-9055
Fax: 845 534-2854
Email: svondrak@foundationsource.com
Website: www.foundationsource.com
Foundation Source is the nation's leading provider of support services for private foundations. The company's back-office, online and support services ease the administrative burden, freeing foundations to focus more on mission, strategy and family priorities and less on back-office administration and compliance tasks. The result: better run foundations with greater social impact. Foundation Source was named 2007 Philanthropic Group of the Year by the editors of Private Asset Management.
Professional Services Category(s):
Philanthropy
Private Foundation Administration & Compliance
Private Foundation Technology
Corporate Foundations & Grants Management
Speaker Topic(s):
Private Foundations
Hallmarks of a Well-Run Foundation
Private Foundations as a Family Giving Vehicle
Affiliate(s): Stephen Vondrak
Contact: Mark Klinkow1 Adelaide St. E., Suite 2600
Toronto, Ontario M5C 2V9
Canada
Tel: 416 362-4725, ext. 265
Fax: 416 367-1183
Email: mklinkow@foyston.com
Website: http://www.foyston.com
Foyston, Gordon & Payne Inc. is an SEC registered discretionary investment adviser. Since our inception in 1980, we have used a value investment style that emphasizes the preservation of capital. FGP manages wealth for high net worth individuals, endowments, foundations and pension funds. Our equity mandates include U.S., Canadian, Canadian Small Cap and International. We also offer fixed income mandates. Our private client business unit services the investment management needs of individuals, families and corporations. This includes servicing clients where there are intergenerational wealth transfers. We can work directly with a client or in conjunction with a financial planner or third party advisor.
Professional Services Category(s):
Family Wealth Management
Investment Policy Statement Development
Portfolio Management
Retirement Planning
FPCPartners LLP
Contact: Maurizio Codurri
Milano, MI I - 20129
Italy
Tel: 39 0 277-8051
Fax: 39 0 277-805-555
Email: maurizio_codurri@itpa.org
Contact: Paul FunkFinancial Square, 32 Old Slip
New York, NY 10005
United States
Tel: 212 720-2964
Fax: 212 952-0896
Email: funkp@fcrystal.com
Website: http://www.frankcrystal.com
As the alternative in insurance brokerage, Frank Crystal & Company provides industry-leading insurance services, solutions, and counsel to corporations as well as individuals. The company provides a highly consultative approach, leveraging its insurance advisory, claims management, risk control engineering, and administrative expertise to the benefit of its clients. Headquartered in New York City, with over 400 employees nationwide and regional offices in Houston, Los Angeles, Miami, Palm Beach, Philadelphia, Portland, San Francisco, Seattle and Washington DC, Frank Crystal chooses and values its employees for their integrity, ability to provide outstanding customer service, and commitment to the relentless pursuit of value-added insurance solutions and results.
Professional Services Category(s):
Insurance Solutions for Family Offices and Private Clients
Directors and Officers Liability, profit & not for profit
Hedge Funds, Private Equity
Business Insurance
Speaker Topic(s):
Insurance Solutions for Family Offices and Private Clients
Directors and Officers Liability
Risk Management & Disaster Preparedness
Affiliate(s): Sanford F. Crystal, Jonathan Crystal, Paul Funk, Mary Gust, Susan Ott, Richard Valenzuela
Fredrikson & Byron, P.A.
Contact: John Erhart
Minneapolis, MN 55402-1425
United States
Tel: 612 492-7071
Fax: 612 492-7077
Email: jerhart@fredlaw.com
Website: http://www.fredlaw.com
Fredrikson and Byron attorneys work with the Family Business Alliance to provide comprehensive business consulting services to families in business together. Minneapolis, MN
Affiliate(s): John Erhart, Barry P. Fernald, Larry D. Hause, Esq.
Friedman, Suvalle & Salomon, PC
Contact: Alan J. Suvalle
Newton, MA 02459-3210
United States
Tel: 617 641-0040
Fax: 617 641-0090
Email: suvalle@fsscpa.com
Website: http://www.fsscpa.com
GCF Consultores Fiscales y Patrimoniales
Contact: Jose de Jesus Mora Ocaranza
Guadalajara, JAL 44610
Mexico
Tel: 52 333 854-0001
Fax: 52 333 854-0129
Email: jose.mora@intelegis.com.mx
Website: http://www.intelegis.com.mx
Germinal Knowledge, SARL
Contact: David Tudor
Mulhouse, Haut Rhin 68100
France
Tel: 33 38 944-2617
Email: dtudor@evhr.net399 Thornall Street
Edison, NJ 08818-2911
United States
Tel: 732 516-5500
Fax: 732 516-5502
Email: mwolff@gt.com
Website: http://www.gt.com
Contact: Bruce Hammer60 Hunters Dr.
Syosset, NY 11791
United States
Tel: 516 496-0520
Fax: 516 496-7369
Email: bhammer@hammerassociatesllc.com
Website: http://www.hammerassociatesllc.com
Hammer Associates is an organizational consulting firm providing coaching and development services to a wide range of businesses, with special expertise in family business consulting. Our coaches have the benefit of extensive psychological training and practice with systems theory, family dynamics and communication, and conflict resolution. They are also well trained in the specific business and interpersonal challenges for family businesses as well as forms of governance (family council, shareholders assembly, etc.). We offer leadership and organizational interventions tailored to the unique dynamics of families in business – executive coaching, partnership building, team building, organizational assessment and development, and transition management. We also provide services specifically designed to increase the effectiveness and longevity of the family firm. Some examples are: facilitating family meetings to encourage open discussion and resolution of difficult issues; helping family members to create a shared vision and a strategy to realize the vision; and succession planning – a critical but potentially anxiety-provoking topic often avoided by owners of family businesses.
Professional Services Category(s):
Family dynamics and conflict resolution
Executive Coaching
Organization Effectiveness
Partnership and Team Building
Speaker Topic(s):
The Changing of the Guard: Succession in the Family Business
Balancing Business and Family: Common Issues in Family-Owned Firms
Affiliate(s): Bruce Hammer
Contact: Harry M. McCabe53 West Jackson Blvd. Suite 1515
Chicago, IL 60604
United States
Tel: 312 229-1242
Fax: 312 663-6406
Email: captain@harrymccabe.com
Website: http://www.harrymccabe.com
For more than twenty five years, Harry M. McCabe, MBA, CLU has guided successful business owners through the ownership succession process and the most important financial decision of their lives. McCabe worked with private business owners as a pension plan administrator and financial advisor, and he assisted many family owned firms with ownership transfers and implemented funded buy/sell agreements with insurance to protect shareholders. He founded Retirement Programs Corporation to effectively design and administer qualified retirement plans. Harry eventually passed management and ownership of the company to his own designated successors, which included a younger brother. Today, as an independent consultant, Harry takes a consultative approach to address the needs of the successor generation’s wealth management and asset protection, providing leadership with a professional planning team to accomplish client goals.
Professional Services Category(s):
Family Business Consultant
Multigenerational Wealth Planning
Financial Advisor
Asset Management
Speaker Topic(s):
Succession Planning – the Seven Steps to Succession in privately owned companies
The Entrepreneurial Voyage
Business Humor – making it fun for the whole family
Ian Macnaughton & Associates, Inc.
Contact: Ian Macnaughton
Vancouver, BC V6E 2R1
Canada
Tel: 604 681-4599
Fax: 604 681-4050
Email: ianmacnaughton@shaw.ca
Website: http://www.shaw.ca
Affiliate(s): Ian Macnaughton, Ph.D.
Immediate Solutions, LLC
Contact: George Edward Degan
Succasunna, NJ 07876
United States
Email: george@solvefast.com
Website: http://www.solvefast.com
Immediate SolutionsTM, LLC is a general business advisory firm that supports private businesses in all aspects to assure their success. We help your firm in all stages pre-launch, early startup, hyper-growth, and exit. We support you with the team you need so you can focus on what you love to deliver with your firm. Most of all we pride ourselves on making sure that even those firms that you hire independently will complete what they commit to when they promise it will be done. We focus on transforming your business into achieving a highly results-based environment in the following areas: Strategic Planning, Project Management, Process Improvement, Risk Management, Service Development, Client Needs Assessment, Exit Strategy.
Professional Services Category(s):
Advising the Family Business
Succession Planning
Executive Coaching
Cash Flow Issues
James Grubman
Contact: James Grubman
Turners Falls, MA 01376
United States
Tel: 413 775-0557
Fax: 413 775-0554
Email: jim@jamesgrubman.com
Website: http://www.jamesgrubman.com
Dr. James Grubman is an experienced psychologist, consultant, and coach who provides a variety of services to individual client families, financial advisory firms, and other professionals. He assists individuals and families with their adjustment to wealth, helping support effective communication across generations. He specializes in situations where medical disorders may be complicating the adjustment such as ADHD, learning disabilities, or chronic illness. His knowledge of neurological disorders is often consulted by attorneys, trust officers, financial advisors, and other wealth counselors. More broadly, Dr. Grubman is on the forefront of training of financial professionals and advisory firms in the psychology of wealth. An adjunct graduate professor at Bentley College, he has designed and taught a groundbreaking course about psychology in financial advising. He also consults to wealth management firms about how to provide a spectrum of services supporting clients’ well-being with wealth.
Affiliate(s): James Grubman, Ph.D.
37 Whittington CourseSaint Charles, IL 60174
United States
Tel: 630 513-9125
Email: jean@jeanstoneassociates.com
Website: www.jeanstoneassociates.com
John G. Wofford
Contact: John G. Wofford
Cambridge, MA 02139-3903
United States
Tel: 617 661-3200
Fax: 617 3201
Email: johnwofford@earthlink.net
Jack Wofford is a mediator, facilitator, and arbitrator with his own national and international practice based in Cambridge, Massachusetts. He is a lawyer but for over 18 years has provided only impartial services, assisting people and organizations in managing and resolving conflicts in a wide range of subjects, including family and family business matters. Jack was a law clerk for a United States District Judge, has been a partner in a Boston law firm, and has held positions of responsibility in state and federal government. From 1999 to 2002, he was a Presidential appointee to the Federal Service Impasses Panel, which resolves disputes in negotiations between the federal government as employer and unions representing federal employees. Jack is a graduate of Harvard College (BA), Harvard Law School (LLB), and of Oxford University, where he was a Rhodes Scholar. He is a member of FFI's Board of Directors and previously was on its Body of Knowledge Committee. He is also a member of Attorneys for Family Held Enterprises (afhe) and the Association for Conflict Resolution.
Professional Services Category(s):
Mediation
Management Consulting
Law
Facilitation
Speaker Topic(s):
Conflict Management
Mediation
Governance
Affiliate(s): John G. Wofford, Esq.
Kaslow & Associates, P.A.
Contact: Florence Kaslow
Palm Beach Gardens, FL 33418
United States
Tel: 561 625-0288
Fax: 561 625-0320
Email: drfkaslow@bellsouth.net
Professional Services Category(s):
Developing structures & team building
Resolving family conflicts & tensions through coaching & consulting
Succession Planning - Long Range & for Emergencies.
Utilizing & valuing differences - in gender, culture, ethnicity, personality, and management style.
Speaker Topic(s):
Coaching & mentoring the next generation of leaders.
Combining the new & the tried & true - Being both a dynamic & stable organization.
Ways to reframe & resolve family conflicts so business can prosper.
Affiliate(s): Florence Kaslow, Ph.D., ABPP
Key Resources
Contact: Jane Hilburt-Davis
Cambridge, MA 02142
United States
Tel: 617 577-0044
Email: j.hilburtdavis@comcast.net
Website: http://www.familybusinessconsulting.com
Founded over decade ago by Jane Hilburt-Davis, Key Resources is an international consulting company that provides consulting, training, and educational services to closely held and family businesses and their advisors. Recognized as a leader in the field of family business, Hilburt-Davis is a licensed family therapist, and an experienced organization development consultant. The services of Key Resources include: conflict mediation and management; family retreat planning and facilitation; family council and board of directors’ development; professionalizing the family firm; building sibling and cousin executive teams; improvement of family communication and dynamics; leadership coaching and development; and succession and strategic planning. Jane, also the coauthor of Consulting to Family Businesses, has trained hundreds of family business consultants. She and her firm provide the kind of customized and effective advice, support and consulting that comes from years of experience.
Professional Services Category(s):
Managing Conflict in Family Firms and Family Offices
Values-based Strategic Planning
Implementing Effective Ownership and Governance Plans
Facilitation of Family Retreats and Meetings
Speaker Topic(s):
Developing Succession Plans: Growing good leaders
Guidelines for Responsible Governance
Managing and Resolving Conflict in Your Family Business
Affiliate(s): Jane Hilburt-Davis
Kling Partners, Inc.
Contact: Carolyn E. Kling
Del Mar, CA 92014
United States
Tel: 619 417-1017
Email: carolyn@klingpartners.com
Website: http://www.klingpartners.com
Kling Partners is an independent consulting firm dedicated to the stewardship of families, family offices and foundations. Headquartered in Del Mar, California, the firm serves as an advocate to assist clients with the evaluation and due diligence of wealth management service providers and investment offerings including alternative investing. The firm was formed on the basis of simplifying the evaluation and selection process for clients while objectively leveraging the financial strength and resources of leading wealth management and advisors globally. In concert with trusted advisors, the firm provides an objective and unbiased core focus approach to comprehensive and integrated services. In close collaboration with strategic wealth management and specialty trusted advisors, Kling Partners provides the continuum bridge to customized tax efficient solutions and investment offerings that are structured to meet the most complex objectives of each client. Distinguished Characteristics include industry longevity and expertise, complete objectivity, focus, collaborate partners and a unique client service model. Carolyn E. Kling, AIFA® has earned the Accredited Investment Fiduciary Analyst TM professional designation, award by the Center of Fiduciary Studies, which is associated with the University of Pittsburgh, and certifies Carolyn to conduct investment fiduciary assessments.
Professional Services Category(s):
Accredited Investment Fiduciary Analyst TM (AIFA®)
Manager Search, Selection and Evaluation
Investment Policy Statement Development
Portfolio Performance Monitoring
Legasus Group, LC
Contact: Clemens H. Ast
Wichita, KS 67202
United States
Tel: 316 681-0444
Fax: 316 681-0589
Email: info@legasusgroup.com
Website: http://www.legasusgroup.com/
Affiliate(s): Richard Archer, Clemens H. Ast, Sandra Berg, Stacy Melia, Phyllis Robertson, John Simmering, Ph.D.
Contact: Linda C. Mack233 North Michigan Ave., Suite 2333
Chicago, IL 60601
United States
Tel: 312 832-0300
Fax: 312 832-0324
Email: lmack@mackinternational.com
Website: http://www.mackinternational.com
Mack International, LLC specializes in providing strategic executive human capital solutions to help wealth management industry clients maximize their success. Clients include dedicated and multi-client family offices, private investors and professional advisory firms. The retained executive search and customized consulting services Mack International provides to clients reflect comprehensive industry expertise, in-depth market knowledge and an extensive network of personal contacts that enable us to successfully address the full spectrum mission-critical client needs.
Professional Services Category(s):
Executive Search
Human Capital Consulting
Recruitment for Family Offices, MFOs and Professional Advisory Firms
United States
Speaker Topic(s):
Recruitment and Retention of Family Office/Wealth Management Top Talent
Strategic Human Capital Planning and Succession Planning
Executive Compensation Trends
Affiliate(s): Linda C. Mack
Contact: Iris E. Wagner5553 Queen Mary, Suite 17
Montreal, Quebec H3X 1W1
Canada
Tel: 866 481-9303
Email: iris.wagner@memoirs.ca
Website: http://www.memoirs.ca
Every company, every individual has an interesting story to tell. Memoirs Productions preserves stories as legacies for future generations on DVD. Our team of professionals produces ethical wills, and personal and corporate biographies in video format for family businesses, foundations and institutions. Our A&E–style broadcast quality productions capture and preserve values, beliefs, morals, lessons learned, and personal reflections. Produced for family members, key employees, and often broadcast audiences, they are considered cherished heirlooms. Recently, a worldwide distributor acquired the rights to a Memoirs biography, and National Archives of Canada established the Memoirs Productions legacy collection. Passionate on the subject, founder Iris Wagner has engaged audiences on preserving their legacies and has spoken at an FFI Conference, CAFÉ and numerous other organizations. Operating primarily in the Northeast US and Canada, Memoirs is an Associate of The Legacy Center and is a Member of the Association of Personal Historians. Call toll-free: 866-481-9303 (North America)
Professional Services Category(s):
Legacy Consultant
Personal and Corporate Historian
Ethical Will and Memoir Producer
Speaker Topic(s):
Preserving Legacies
Ethical Wills workshop
Corporate and Personal video biographies
Affiliate(s): Iris E. Wagner
Contact: Nancy Powers100 S. Brentwood Blvd
Clayton, MO 63105
United States
Tel: 314 726-2300
Fax: 314 862-6139
Email: npowers@monetagroup.com
Website: www.monetagroup.com
Moneta Group provides “Family CFO” services to successful families. Wealth often creates complex financial situations. Our firm’s primary role is serving as our clients’ advocate, while helping them negotiate the many complexities encountered in managing their financial affairs. We are involved, focused and dedicated exclusively to our clients as individuals. We are passionate about what we do; we act only in our clients’ best interest; we deliver Raving Fan service. Those values guide all our practices and decisions. Our 28 Family CFOs have diverse backgrounds including those as accountants, commercial bankers, small business owners, insurance wholesalers, pension attorneys, and trust officers. Each has an area of expertise to share with Moneta clients. Our talented support staff includes a Chartered Financial Analyst to run our investment department and an estate-planning attorney to consult with our clients. To handle tax issues we have a related CPA firm, and a related Third Party Administrator/Pension Consulting firm to provide our business clients with a full range of qualified retirement plan services. In total, the people at Moneta have earned more than 110 professional designations – clearly demonstrating our commitment to providing our clients with expert, comprehensive advice, freeing them to pursue the life of their dreams.
Professional Services Category(s):
FAMILY CFO SERVICES
INVESTMENTS
RETIREMENT
Speaker Topic(s):
Talking to your kids about money: When do you start and how do you do it?
When should family members be included in financial plans and discussions?
Who do you go to for answers? A world of expertise
Affiliate(s): Nancy Powers
Moss Adams LLP
Contact: Catherine Gibson
Seattle, WA
United States
Tel: 206 302-6515
Email: cathy.gibson@mossadams.com
Website: http://www.mossadams.com
NACVA - National Association of Certified Valuation Analysts
Contact: Doug Kirchner
Salt Lake City, UT 84106-5401
United States
Tel: 801 486-0600
Fax: 801 486-7500
Email: dougk1@nacva.com
Website: http://www.nacva.com
The National Association of Certified Valuation Analysts supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention. We support users by training and certifying financial professionals in these disciplines (over 16,000 trained). We further support our members by providing them collateral support such as continuing professional education, an Association magazine for professional development, research services, and software and databases to help them more effectively and efficiently provide these services. Members of this Association must comply with standards and guidelines in the provision of their services, and they must periodically recertify to maintain credentialed status. Many professionals join not to become certified, but to obtain the many benefits this Association offers its members, including discounts on most training and products. Membership is not required to take advantage of the Association’s training, products, and services.
Professional Services Category(s):
Business Valuation
Business Damages
Forensic Accounting
Fraud Deterrence & Detection
Speaker Topic(s):
Advising the Family Business
Valuing Family Owned Business
Tax Planning for the Purchase or Sale of a Business
Affiliate(s): Parnell Black, Brien Jones, Doug Kirchner
Norelli & Company
Contact: Ronald A. Norelli
Charlotte, NC 28204
United States
Tel: 704 376-5484
Fax: 704 376-5485
Email: rnorelli@norelli.com
Website: http://www.norelli.com
Guiding Clients Toward a better Future (since 1981) Norelli & Company is a leading strategic consulting firm specializing in corporate transformation. The Firm's clients are domestic and international middle-market organizations, mostly family-owned or closely-held, spanning many industries with business interests in the United States. Norelli & Company’s successful, straightforward approach with both healthy and troubled organizations has earned the Firm recognition for high professional standards, strong values, superior analytical insights, interpersonal skills and practical solutions. Norelli & Company assists its clients in a variety of ways, including comprehensive strategic assessments, strategy development and implementation, organizational assessment and change, turnaround and interim management, acquisition due diligence and assimilation, corporate governance enhancement, and e-business strategies. Norelli & Company has worked alongside senior managements, boards of directors, shareholders and their advisors at critical times in their organizations’ lives. The Firm's professionals bring together a long and successful track record of management success.
Professional Services Category(s):
Organizational Assessment and Change
Corporate Transformation
Turnaround and Interim Management
Speaker Topic(s):
Corporate Governance in Family-owned Businesses
Effective Acquisition Due Diligence
Strategy Development and Implementation
Affiliate(s): John A. Magee, Ronald A. Norelli, CTP, Ulrich Seuster
Northwood Stephens Private Counsel Inc.
3650 Victoria Park Ave., Suite 200Toronto, ON M2H 3P7
Canada
Tel: 416 502-6288
Fax: 416 502-9394
Email: tmccullough@northwoodstephens.com
Website: http://www.northwoodstephens.com
Affiliate(s): Tom McCullough, MBA, CIM, FCSI, Ch
Paul Rich, CPA, CM&AA
Contact: Paul H. Rich
New York, NY 10019
United States
Tel: 212 997-0500, ext. 3962
Fax: 212 730-6892
Email: prich@rkco.com
Website: http://www.rkco.com
Rothstein Kass’ Business Consulting Group provides a wide range of strategic business counseling services. Paul Rich is a seasoned consultant and businessman with hands-on experience working with closely-held businesses and family-owned businesses, concentrating heavily on profit enhancement issues. He has expertise assisting with succession planning, facilitating as an executive coach, business valuations, securing bank and private financing, structuring and negotiating mergers and acquisitions, and rendering IPO and private placement advisory services. Paul is a member of The Family Firm Institute, International Coach Federation, Institute of Management Consultants and Attorneys for Family-Held Enterprises. He has instructed courses in accounting, economics and finance in an M.B.A. Program at Fairleigh Dickinson University. Most recently, Paul earned the professional designation of Certified Merger & Acquisition Advisor (CM&AA). Offered by the Alliance of Merger & Acquisition Advisors, the CM&AA designation provides a benchmark for professional achievement and exposes practitioners to a multi-disciplinary course of study including law, tax, finance, marketing, operations and psychology. For the 25 years prior to joining Rothstein Kass’ Business Consulting Group, Paul was a co-founding partner of a successful management consulting firm. He was a co-senior equity partner of a large regional accounting firm which was the result of a merger of a medium sized CPA firm which he also co-founded. He belongs to the American Institute of Certified Public Accountants, the New Jersey State Society of Certified Public Accountants, the New York State Society of Certified Public Accountants and serves as a member on numerous committees. Paul is also active in a number of civic and charitable organizations and serves as a board member in several, one of which is The Ackerman Institute For The Family. Rothstein Kass is a professional services firm with nearly 50 years of success and continues to expand its capabilities across a range of interrelated disciplines, while extending its reach across the country, and through strategic alliance, around the world. In 2005, the Firm was ranked 20th in Inside Public Accounting’s List of the largest accounting firms in the country and was ranked 13th in Crain’s NY Business List of the NY area’s largest accounting firms. Rothstein Kass was recently ranked as the #1 accounting firm service provider for hedge funds by Alpha magazine, a sister publication of Institutional Investor. Additionally, the Firm was named among the best in Bowman’s Accounting Report List of the top 25 accounting firms in the nation. Rothstein Kass has over 650 members and offices in 8 cities, including the Cayman Islands. For more information, visit www.rkco.com.
Affiliate(s): Paul H. Rich, CPA, CM, AA
Pervin Family Business Advisors, Inc.
Contact: Aron R. Pervin
Toronto, Ontario M5R 1A3
Canada
Tel: 416 360-0177
Fax: 416 360-3924
Email: apervin@pervinfamilybusiness.com
Professional Services Category(s):
Resolution of Complex Family Enterprise and Ownership Situations and Business Family Relationships
Second, Third and Fourth Generation Organization, Planning and Competency
Cultivating Entrepreneurial Strengths, Stewardship and Owner Value
Speaker Topic(s):
Leadership and Organizational Transitions in the Family and in the Business
Roles,Relationships, Identity, Decision-making and Accountability
Integrating Owner, Family and Business Expectations, Obligations and Governance
Affiliate(s): Aron R. Pervin, CMC, ICD.D, TEP
Contact: Ronna GyllenhaalOne Pitcairn Place, Suite 3000
Jenkintown, PA 19046
United States
Tel: 800 211-1745
Fax: 215 881-6090
Email: b.hughes@pitcairn.com
Website: http://www.pitcairn.com
Pitcairn is a privately held multi-family office dedicated to helping clients grow and protect their financial assets and family heritage. Pitcairn has been managing family wealth across multiple generations and has been instrumental in defining the family office experience for some of the world’s wealthiest families. Still a groundbreaking firm after eight decades, Pitcairn is recognized for its innovation, leadership and pioneering wealth transfer strategies.
Speaker Topic(s):
Family Office/Wealth Management
Family Leadership and Governance Structure
Investment Strategy
Affiliate(s): Ronna Gyllenhaal, Dirk Jungé, CFA, Rick Pitcairn
PTCFO, Inc.
Contact: Jack Veale
West Hartford, CT 06119-1345
United States
Tel: 860 232-9858
Fax: 860 232-9438
Email: jackv@ptcfo.com
Website: http://www.ptcfo.com
Contact: Kay Vogt933 W Van Buren #918
Chicago, IL 60607
United States
Tel: 312 563-0063
Email: drkayvogt@aol.com
Website: www.realtalkcompany.com
Professional Services Category(s):
Family Meetings
Coaching
Succession Planning
Communication/Conflict management
Speaker Topic(s):
Neuro-science, the Brain, and Listening
Empathy and Brain Health
Whole Systems Change
Affiliate(s): Kay Vogt, Psy.D.
Contact: Michael A. LoVallo10 S. Wacker Dr., Suite 4000
Chicago, IL 60606
United States
Tel: 312 207-6533
Fax: 312 207-6400
Email: mlovallo@reedsmith.com
Website: http://www.reedsmith.com
Reed Smith is one of the 15 largest law firms in the world, with more than 1,500 lawyers in 21 offices throughout the United States, Europe, the Middle East and Asia. Founded in 1877, the firm represents leading businesses from Fortune 100 corporations to mid-market and emerging enterprises. Our strategic vision is to provide seamless execution of services to our clients – locally, nationally and globally. Our Private Companies Team counsels successful businesses and their owners, including family offices and multi-generational families. We have specialists in areas such as estate tax and succession planning, charitable gifting, employment and employee benefits, corporate finance and mergers & acquisitions. Our Team members act as counselors and advisors as well as legal technicians. We focus on understanding the business objectives and family dynamics of our clients, allowing us to provide customized solutions.
Professional Services Category(s):
Wealth planning
Business counseling and exit planning
Private Equity
Philanthropy
Speaker Topic(s):
Pre-Sale Planning for Family Owned Businesses
Success Planning
How to Avoid Litigation among family members and the business
Affiliate(s): David Fuechtman, Esq., Edward H. Levine, Michael A. LoVallo, Esq., Matthew J. Petersen, Joseph M. Sedlack, Esq.
Reframing Wealth
Contact: Joanie Bronfman
Brookline, MA 02445-4325
United States
Tel: 617 739-0548
Fax: 617 232-3991
Email: bronmacm@aol.com
Reframing Wealth assists families with inherited and earned wealth to understand and effectively deal with the particular challenges they face, including: multi-generational communication; raising children in wealthy families; helping family members to differentiate from the business or wealth; understanding the human consequences of financial plans; and developing philanthropic stategies for the family as a whole. Joanie Bronfman is a consultant, counselor, coach, and speaker on family wealth issues. Beginning with her doctoral research on the experience of wealth from a social-psychological perspective, she has over 25 years of experience writing and consulting on wealth issues, and working with individuals, families, and professional advisors on the challenges of family wealth.
Professional Services Category(s):
Raising children and young adults in wealthy families
Intergenrational issues
Emotional challenges of wealth
Human dynamics in estate planning
Speaker Topic(s):
The Impact of Wealth on a Family
The Human Consequences of Financial Decisions
Guide to Successful Wealth Transfer between Generations
Affiliate(s): Joanie Bronfman, Ph.D.
Contact: James Olan HutchesonTwo Turtlecreek Village
Dallas, TX 75219
United States
Tel: 214 559-3999
Fax: 214 559-4299
Email: diane@regeneration-partners.com
Website: http://www.regeneration-partners.com
The mission of ReGENERATION Partners is to increase shareholder economical value and improve communication among owners, managers, and associates of family owned businesses. ReGENERATION Partners is founded on the personal commitment of the principals to strengthen and sustain family-owned businesses. ReGENERATION Partners’ competitive edge is the experience of its professional advisors in bringing to their clients valuable insights and resolution to the challenges that inhibit or even consume the family and their business. The Advisors have deep experience in analyzing facts, defining problems, finding alternatives, building action plans and causing the stakeholders to commit to a plan. Once consensus is achieved the Advisors work along with the family members and management of the company to implement plans for successful outcomes. ReGENERATION Partners’ personalized approach combines firsthand understanding of family dynamics and business success with formal knowledge borne out of current academic research. ReGENERATION Partners’ experience-based process is designed to lead clients through an objective, confidential review of their business and family relationships, identifying problem areas, and then presenting solutions where needed. Collaborating closely with the family system, ReGENERATION Partners enables families to find creative ways of confronting the crucial issues that can spell success or failure for family-owned businesses. REGENERATION Partners’ consultants have a minimum of 25 years experience in working with family owned businesses in more than 30 industries.
Professional Services Category(s):
Consulting
Management
Governance
Human Resources
Speaker Topic(s):
Succession Planning
Family Businesses
Governance
Affiliate(s): James Olan Hutcheson, Diane Lafving
Resource Management, Inc.
Contact: Donald Randy Waesche
Metairie, LA 70002
United States
Tel: 504 833-5951
Fax: 504 833-5951
Email: rmiwaesche@aol.com
Affiliate(s): Donald Randy Waesche, CFP
Rothstein Kass
Contact: Paul H. Rich
New York, NY 10019
United States
Tel: 212 997-0500, ext. 3962
Fax: 917 438-3963
Email: prich@rkco.com
Website: http://www.rkco.com
Rothstein Kass is a professional services firm with nearly 50 years of experience. The Firm continues to expand its capabilities beyond audit and tax across a range of interrelated disciplines. Our Business Consulting Group provides strategic counseling services to closely-held and family-owned businesses. We offer experience, wisdom and insight that help identify, analyze and solve the economic issues and challenges that businesses face. We help clients make informed decisions by sharing a deep understanding of business, the personal and economic dynamics faced by owners, and the essence of the opportunity or problem presented. We focus on succession planning, buy/sell agreements, developing business plans, profit enhancement, merger and acquisition advocacy, coaching and facilitation, and management alignment services. Our Business Consulting Group has a unique capacity to appreciate family business issues from the 30 years that its members practiced as CPAs prior to specializing in strategic counseling to family businesses.
Contact: Kempton Bedell-HarperRussell Bedford House, City Forum
London, EC1V 2QQ
England
Tel: 44 20 7410-0339
Fax: 44 20 7549-2337
Email: marketing@russellbedford.com
Website: http://www.russellbedford.com
Since 1983, the Russell Bedford network of professional services firms has been providing financial expertise and business consultancy to family-owned and managed businesses within many different markets and industries - worldwide. Our network is represented by some 200 offices in more than 70 countries in Europe, the Americas, Middle East, Africa, Indian Sub-Continent and Asia-Pacific. Services include: advice on business start-ups, re-organisations, mergers and acquisitions; investment advice; feasibility studies; financial consultancy; local and international tax advice; audit and accountancy services; business valuations; strategic planning; business management consultancy; IT consultancy; trust and estate planning; succession planning, specialist legal services and corporate recovery. Our member firms are well-established with excellent reputations, and you can be confident of exceptionally high professional standards across the world. They are also well placed to arrange introductions to other professionals whose skills and resources are complementary, such as lawyers or bankers. Russell Bedford member firms can help you prepare the ground for raising capital for starting up or expanding a business, or for acquisition purposes, taking into account local sources of finance. Our firms offer specialist knowledge of the local tax regime, and its impact on any investment decision you might take. Most of our firms are qualified in their respective countries to carry out statutory audits and independent reports. In the broader sense, Russell Bedford International is designed to provide family businesses with a highly commercial and global perspective on any development ideas under consideration. Wherever you are, and wherever you want to go, we are there to help you.
Professional Services Category(s):
Family Business Consulting
Accounting and Financial Advice
Tax Planning
Corporate Finance
Affiliate(s): Kempton Bedell-Harper, Geoffrey Goodyear, William F. Rucci, Jr.
Santos Elizondo
Contact: Carlos De la Garza-Santos
San Pedro Garza Garcia, NL 66269
Mexico
Tel: 52 814 777-1030
Fax: 52 814 777-1230
Email: cgs@santoselizondo.com
Website: http://www.santos-elizondo.com
Sildon & Evans Law Group, PC
Contact: Phillip A. Orscheln
Kansas City, MO 64145
United States
Tel: 816 531-8877
Fax: 816 531-3522
Email: porscheln@aol.com
Website: http://www.familybusinessinnovations.com
Contact: Linton Mitchell Vandiver8 Park Center Court, #110
Owings Mills, MD 21117-4200
United States
Tel: 410 363-6699
Fax: 410 363-1231
Email: Mitch@strategiescorp.net
Website: http://www.strategiescorp.net
Strategies works in partnership exclusively with closely-held and family businesses. Since 1976, more than a thousand companies in many sectors, and more than one hundred families of wealth, have entrusted us with guiding business growth, navigating succession, preserving and protecting family wealth, and safeguarding relationships for the future. In a dynamically diverse team approach, Strategies consultants offer an array of professional disciplines paired with repertoires and wisdom of practical experience. Our services are both strategic and tactical, supporting the business owner, executives, management teams, and family members through the lifecycles of inevitable change. Companies invite us in to counsel and lead at any number of crucial stages in the life of their enterprise, to steer through conflicts over stock, money, position, role, succession, personality, relationships, and to facilitate healthy decisions about strategic direction. Our collective working knowledge encompasses every aspect of the successful enterprise: operations, marketing, business development, training, education, and human resources. Our services are – Organization Diagnostic & Development, Strategic Planning & Performance Tracking, Advisory Board Development, CEO & Executive Coaching, Retreat Development & Management, Conflict Management, Succession & Exit Planning, and Family Wealth Management.
Professional Services Category(s):
Strategic Planning
Succession & Exit Planning
Board Development & Governance
Conflict Management
Speaker Topic(s):
Succession & Exit Planning
Board Development & Governance
Coaching
Affiliate(s): Huell E. Connor, Jr., MD
Contact: Grant C. Robinson512 Woolwich Street
Guelph, Ontario N1H 3X7
Canada
Tel: 519 780-2011
Fax: 519 837-9883
Email: grant@successcare.com
Website: http://www.successcare.com
The SuccessCare® Program provides training and support in the area of succession planning for those who advise and coach family businesses. Our goal is to give you the skills and confidence required to successfully guide your clients through a transition with the family still intact and all parties treated fairly and equitably in the process. From understanding family dynamics and the reasons families fail to transition, to adopting a multi-disciplinary approach to educating and coaching your clients, we have a range of practical tools and products designed to enhance your role as your clients’ Most Trusted Advisor. Ask about our "Changing Lanes Without a Major Collision," a workshop for your family business clients that focuses on clarifying the interests of all members and dealing with issues affecting individuals and the future direction of the business.
Professional Services Category(s):
Family Business Consulting
Succession Planning
Coaching
Organizational Change
Speaker Topic(s):
Changing Lanes Without a Major Collision – Guiding Family Businesses through a Transition Plan
One Day You Will Sell – Ensure You Have a Choice of When and to Whom
Positive Conflict – Managing Change to create Greater Opportunity in the Family Firm
Contact: Christian Sulger-Büel23 Upbrook Mews
London, W2 3HG
United Kingdom
Tel: 207 706-0996
Fax: 207 706-0997
Email: Christian@sulger-buel.com
Website: www.sulger-buel.com
A pre-eminent executive search firm in financial services. We focus exclusively on the wealth management industry: private banking, family office, private asset management, private client services and investment management. We provide comprehensive executive search services in the UK, Europe, the Middle East and Asia. Founded by Christian Sulger-Buel, Managing Director, who draws over 10 years experience of senior positions.
Professional Services Category(s):
Executive Search
Speaker Topic(s):
Family Office
Wealth Management
Private Banking
Susan Lazar Consulting Inc
Contact: Susan K. Lazar
Minneapolis, MN 55416
United States
Tel: 952 925-1588
Fax: 952 925-1590
Email: susan@susanlazarconsulting.com
Website: http://www.susanlazarconsulting.com
Susan Lazar Consulting, Inc. (SLC) is committed to addressing and resolving the complexities of family business. The goal of SLC is the growth and prosperity of family businesses from one generation to another. Our integrated consultation and educational services include: ? Succession, continuity and business planning ? Development of next generation family leaders ? Conflict management and resolution ? Integrating non-family members into the family business ? Clarifying family expectations and relationships ? Facilitation of meetings ? Executive coaching and leadership development
Professional Services Category(s):
Succession and Business Planning
Conflict Management and Resolution: Meeting facilitation
Executive Coaching and Development
Developing a Common Vision
Speaker Topic(s):
Planning A Successful Succession
Developing The Next Generation of Leaders
Implementing Effective Communications Strategies
Affiliate(s): Susan K. Lazar
The Challenge of Excellence
Contact: Susan Kaye
Warfield, Berkshire RG42 5SB
England
Tel: 44 134 448-3740
Fax: 44 134 448-3906
Email: susankaye@challengeofexcellence.com
Website: http://www.thechallengeofexcellence.com
Professional Services Category(s):
Family Business Consulting
Consulting Psychologists/Therapists
Speaker Topic(s):
The Family As A Team: Teambuilding
The Family Dream: Family goal setting
Conflict Management
Affiliate(s): Susan Kaye
The Family Business Center at Nextier Bank
Contact: Richard C. Snebold
Cranberry Township, PA 16066
United States
Tel: 888 829-2162
Fax: 724 772-2873
Email: rsnebold@thebank.com
Website: http://www.thebankr.com
Affiliate(s): Richard C. Snebold, Jr.
Contact: Drew S. Mendoza1220-B Kennestone Circle
Marietta, GA 30066
United States
Tel: 888 421-0110
Fax: 770 425-1776
Email: fbcg@efamilybusiness.com
Website: http://www.efamilybusiness.com
We've earned a reputation as a valuable resource in the family business community helping both the family and the business. From Fortune 500 operations to smaller, closely held companies, we consult with family businesses around the world to explore solutions to family and business issues, decide on the best course of action, and implement plans that will help the family business succeed for generations. Our team of associates includes specialists in all areas of family business consulting, including succession planning, management, psychology, team building, sibling relationships, communications, finance, conflict resolution, strategic planning and family business education. The university and college programs we've helped start provide resources for family businesses throughout the country and are emulated international models. Dedicated to serving the needs of program directors and conference/meeting professionals, our consultants are considered "the most respected experts" in the field of family business and are available to share their expertise and depth of knowledge as a speaker for your organization.
Professional Services Category(s):
Strategic and Business Planning
Governance
Succession and Transition
Conflict Resolution
Speaker Topic(s):
Succession Planning and Transitioning the Family Business to the Next Generation
Strategic and Management Planning
Effective Ownership
Affiliate(s): Craig E. Aronoff, Ph.D., Otis W. Baskin, Ph.D., Ann Dugan, Christopher J. Eckrich, Ph.D., Mark T. Green, Ph.D., Gregory G. Greenleaf, Denise H. Kenyon-Rouvinez, Sabine B. Klein, Ph.D., Bernard K. Kliska, Ph.D., Sharon Krone, Kelly LeCouvie, Ph.D., Stephen L. McClure, Ph.D., Drew S. Mendoza, Jennifer Pendergast, Debra Rancilio, Kent B. Rhodes, Ed.D., Joe C. Schmieder, Amy M. Schuman, Norbert E. Schwarz, Albert Jan Thomassen, John L. Ward, Ph.D.
The Legacy Associates, LLC
Contact: Allen Bettis
Wayzata, MN 55391
United States
Tel: 763 475-9353
Fax: 763 473-5510
Email: legacy.associates@gte.net
Website: http://www.legacyassociates.com
Professional Services Category(s):
Family Business Consulting
Board Development
Shareholder Education and Organization
Leadership Development
Speaker Topic(s):
Governance: Building an Effective Business Board
Family Meetings: Creating a Structure and Process
Preparing the Next Generation for Responsible Leadership
Affiliate(s): Allen Bettis
Contact: Thomas Davidow183 Gardner Road
Brookline, MA 02445
United States
Tel: 617 739-2868
Fax: 617 739-7221
Email: tom@tdavidow.com
Website: http://www.tdavidow.com
Thomas D. Davidow & Associates is committed to working with family controlled businesses, companies, and enterprises. Our network of professionals, highly trained and experienced in counseling families and advising businesses, addresses family and structural issues that can impact the many facets of a business: its day-to-day stability, its capacity for change, its outlook for growth. We are guided by our methodology, the Davidow Interdisciplinary Method™, which is rooted in family systems, and through which we address areas of critical importance to family enterprises, including family, ownership, management, and governance. We help families focus on issues within these areas, which can strengthen their relationships and enhance their businesses. When both family interactions and business operations, which are intertwined, work successfully together, there is more opportunity for progress to be made, potential to be reached, promise to be fulfilled.
Professional Services Category(s):
Communication
Compensation
Management Continuity
Ownership Transition
Speaker Topic(s):
Psychology of Wealth
Best Practices for the Family Owned Business
Succession
Thunderbird School of Global Management
Contact: Ernesto J. Poza
Glendale, AZ 85306-6001
United States
Tel: 602 978-7547
Email: ernesto.poza@thunderbird.edu
Website: http://www.thunderbird.edu/familybusiness
Transition Consulting Group, Inc.
Contact: Paul I. Karofsky
Palm Beach Gardens, FL 33418-4509
United States
Tel: 561 626-6666
Fax: 781 894-5393
Email: karofsky@comcast.net
Website: http://www.transition-consulting.com
Professional Services Category(s):
Continuity planning
Leadership succession
Relationships among family business stakeholders
Sharing a view to the future of the family enterprise
Speaker Topic(s):
THE RIGHTS OF PASSAGE: A Guide to Transition of Leadership to the Next Generation
FAMILY, OWNERSHIP, GOVERNANCE, AND EMPLOYMENT: Differing Roles and Responsibilities
THE ATTRIBUTES OF LEADERSHIP: A Guide to Succession for the Younger Generation
Affiliate(s): Paul I. Karofsky, Ed.M., Judith P. Leavitt, Ed.D.
University of Pittsburgh
Contact: Ann Dugan
Pittsburgh, PA 15260
United States
Tel: 412 648-1544
Fax: 412 648-1636
Email: adugan@katz.pitt.edu
Website: http://www.pittentrepreneur.com
Professional Services Category(s):
Programs for the Family In Business
Peer Advisory Groups
Family Office Forum
Board of Director matching service
Speaker Topic(s):
Strategic Planning
Measurement Success in the Family Business
Building a sustainable and valuable company
Contact: John J. Upchurch125 S. Palmetto Ave.
Daytona Beach, FL 32114
United States
Tel: 386 253-1560
Fax: 386 255-7722
Email: jupch@uww-adr.com
Website: http://www.uww-adr.com
Conflict avoidance and management consulting by experienced mediators who provide family meeting design and implementation services along with family business mediation. As mediators, we are skilled at promoting healthy and positive deliberations to address the challenges of family businesses, including issues of governance, wealth management, succession, intergenerational issues and sibling relationships.
Professional Services Category(s):
Family Meeting Design
Family Business Mediation
Family Business Conflict Prevention
Family Meeting Facilitation
Speaker Topic(s):
Succession, Governance and Wealth Management Deliberations
Private Family Business Mediation
Promoting and Maintaining Healthy Family Business Relationships
Affiliate(s): A. Michelle Jernigan, Esq., Richard B. Lord, John J. Upchurch
Wake Forest University
Contact: Tom L. Ogburn
Winston-Salem, NC 27106
United States
Tel: 336 758-5417
Fax: 336 758-4514
Email: tom.ogburn@mba.wfu.edu
Website: http://www.mba.wfu.edu/fbc
Professional Services Category(s):
Family Business Educational Forums
Affinity Groups
Business Education
Speaker Topic(s):
Succession Planning
Family Business Governance
Contact: Michael D. Whitty35 W. Wacker Dr., Suite 3800
Chicago, IL 60601
United States
Tel: 312 558-5842
Fax: 312 558-5600
Email: mwhitty@winston.com
Website: http://www.winston.com
Michael Whitty is a partner in Winston & Strawn’s trusts and estates group concentrating his practice in estate planning, taxation, and estate and trust administration. He represents principals of venture capital and private equity funds, key executives, investors, and other wealthy individuals in planning for the preservation and transfer of their wealth. Specifically, Mr. Whitty advises individuals and fiduciaries in estate planning, family business consulting, family foundation, family office, private equity, succession planning, and wealth management.
Professional Services Category(s):
Estate and Tax Planning
Closely Held Business Succession Planning
Estate and Trust Litigation
Estate and Trust Administration
Speaker Topic(s):
Estate and Gift Planning with Closely-Held Business Interests
Investment - Driven Estate Planning Techniques
Charitable Gift Planning
Affiliate(s): Michael D. Whitty, Esq.
