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Consultants & Speakers: United States
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Are you in need of a qualified family enterprise consultant, speaker or educator? This directory offers an exclusive resource of FFI members. Listings are sorted geographically with links to company websites, contact information as well as areas of specialization.



Arizona



CHRC Creative Human Resources Concepts
4710 E Falcon Dr. Suite 125
Mesa, AZ 85215
Contact: JP Roy, Consultant

Summary: A global technical, professional executive recruiting and staffing firm

Areas of Specialization:  Board of Directors, Human Capital, Investment Planning & Management, Leadership, Mergers & Acquisitions, Strategic & Business Planning, Succession & Continuity, Wealth Management.

Other areas of Specialization: Human Resources, Skilled Technical, Professional, Projects, Office and Information Systems.



California



Ascent Private Capital Management of U.S. Bank
One California Street
Suite 350
San Francisco, CA 94111
Contact(s):
Janet Farren
Kristen Armstrong
Michael Malakoff




Carmen Bianchi Family Business Consulting
14758 Caminito Punta Arenas
Arenas Del Mar, CA 92014
Contact: Carmen Bianchi, Principal/Founder

Summary: A premier provider of Family & Closely Held business consulting, Carmen Bianchi Family Business Associates helps family businesses with challenges using a variety of formats (one on one sessions, family councils, and family retreats).

Topics: Communication | Family Business Education | Family Meetings & Councils | Culture & Family Dynamics | Family Meetings & Councils | Governance



Crystal & Company
575 Market Street
San Francisco, CA 94105
Contact: Mary Gust, Senior Managing Director



Dennis T. Jaffe, PH.D
San Francisco, CA
Contact: Dennis Jaffe

Summary:
Work with family enterprises on governance, communication and family dynamics of crossing generations.

Topics:
Board of Directors | Communication | Culture & Family Dynamics | Family Business Education | Family Meetings & Councils | Family Systems | Governance | Human Capital | Leadership | Legacy | Strategic & Business Planning | Succession & Continuity



The Dóre Group, Inc.
415 West G Street
San Diego, CA 92101
Contact: Lance Dóre, MAI FRICS

Summary: We provide Real Estate Valuation and Consultation services.

Areas of Specialization:
Estate & Tax Planning, Financial Planning, Investment Planning & Management.



Executive Advisors, Inc.
301 N. Canon Dr., Suite 313
Beverly Hills, CA 90210-4721
Contact: Lilli Friedland, President

Topics: Coaching & Mentoring | Culture & Family Dynamics | Children/Sibling Rivalry | Communication | Family Systems | Human Capital



Relative Solutions
30 Washington Blvd., Unit 304
Marina del Ray, CA  90292
Contact: Fran Lotery, Senior Consultant



Rockefeller Philanthropy Advisors
6300 Wilshire Boulevard
Suite 820
Los Angeles, CA 90048
Contact: Berit Ashla


575 Market Street
Suite 3625
San Francisco, CA 94105
Contact: Berit Ashla




The Family Business Consulting Group
18111 Von Karman Ave., Suite 200
Irvine,  CA  92612
Contact: Kent Rhodes



Colorado



Ascent Private Capital Management of U.S. Bank
950 17th Street
9th Floor
Denver, CO 80202
Contact(s):
Scott Winget, Managing Director, Wealth Strategy
Amy Zehnder



Bank of the West
600 17th Street, Suite 1500
Denver, CO 80202
Contact(s):
Eric Sanderson
Steve Prostano
Julie Shafer
Jane Warner



Cambridge Advisors to Family Enterprise
2770 Aprapahoe R, Suite 132-111
Lafayette, CO 80026
Contact(s):
Alan Heath, Partner & Managing Director
Katherine Heath, Associate



The Family Business Consulting Group
PO Box 404
Lyons, CO 80540
Contact: Joshua Nacht, Consultant



Relative Solutions, LLC
Denver, CO
Contact: Maureen Kelly



 
Connecticut



Belden Hill Partners
707 Summer Street, Suite 430
Stamford, CT 06901
Contact(s):
Anthony Macaluso
James Murphy



de Visscher & Co. 
2 Greenwich Office Park
Greenwich, CT 06831
Contact(s):  
François M. de Visscher, President
Kim Lemone, Marketing
Terry Hannafin
Jamie Gerard



GenSpring Family Offices
4 Greenwich Office Park
Greenwich, CT  06831
Contact: David Herritt, Managing Director



Lansberg, Gersick & Associates, LLC 
100 Whitney Ave.
New Haven, CT 06510-1282
Contact(s): 
Devin DeCiantis
Kelin Gersick, Partner
Katherine Grady, Partner
Ivan Lansberg
Wendy Ulaszek, Consultant

 

 
Delaware



Wilmington Trust 
1100 N. Market St.
Wilmington, DE 19890
Contact(s): 
Al Behar

 

 
Florida



55 Fidelius Family Office
301 W Hallandale Beach Blvd
Hallandale, FL 33009 
Contact(s):
Rodolfo Paiz

Lisseth Herrera

Description: Consultoría general a empresas familiars o familias empresariales, basada en pensamiento e intervenciones sistémicas.

Areas of Specialization:
Board of Directors, Capital & Liquidity, Coaching & Mentoring, Estate & Tax Planning, Family Business Education, Family Meetings & Council, Family Office, Family Systems, Financial Planning, Governance, Investment Planning & Management, Leadership, Legacy, Mergers & Acquisitions, Ownership Structure, Strategic & Business Planning, Succession & Continuity, Wealth Management, Latin America, Next Generation



GenSpring Family Offices
150 S US Highway One, Suite 400
Jupiter, FL 33477
Contact: Chris Facka, Managing Director



Lansberg, Gersick & Associates, LLC
P.O.Box 526125
GUA 508
Miami, FL 33152
Contact: Maria Fernanda Jaramillo



Transition Consulting Group, Inc. 
111 San Marita Way
Palm Beach Gardens, FL 33418
Contact: Paul Karofsky, Founder and CEO

Summary: Consultants to family businesses

Areas of Specialization: Board of Directors, Children/Sibling Rivalry, Communication, Culture & Family Dynamics, Family Business Education, Family Meetings & Council, Family Systems, Governance, Human Capital, Leadership, Legacy, Ownership Structure, Strategic & Business Planning, Succession & Continuity


 
Georgia



Corporate Finance Associates Worldwide
5871 Glenridge Dr. NE, Suite 380
Atlanta, GA 30328
Contact: David Sinyard

 

Summary: We provide clients with financial advisory services and access to capital resources to help companies successfully sell, buy or finance businesses.

Areas of Specialization: 
Board of Directors, Capital & Liquidity, Mergers & Acquisitions, Ownership Structure, Strategic & Business Planning

Other areas of Specialization: Real Estate Valuation, Consultation and Transaction Execution, Financial Advisory, Private Equity

Social Media:
LinkedIn



The Family Business Consulting Group
Marietta, GA 30062
Contact: Craig Aronoff, Principal Consultant



GenSpring Family Offices
One Riverside Building
4401 Northside Parkway, Suite 120
Atlanta, GA 30327
Contact:Chris Trokey, Managing Director



Idaho



The Family Business Consulting Group

702 W. Idaho St., Suite 1100
Boise, ID 83702
Contact: Stephen McClure, Principal Consultant



Illinois



Attorneys for Family-Held Enterprises (AFHE)

1901 North Roselle Rd., Suite 920
Schaumburg, IL 60195 
Contact: Dhru Bhatt



Deloitte US
111 S. Wacker Drive
Chicago, IL 60606
Contact: John Silverman



EY
155 N. Wacker Drive
Chicago, IL 60606
Contact: Alan Greenwell


Family Office Exchange
100 South Wacker Drive, Suite 800
Chicago, Illinois 60606
Contact(s):
Amy Hart Clyne
Karen Clark
Sandra Ditore, Senior Business Development Manager
Ann Dugan



FTI Consulting
227 West Monroe Street, Suite 900
Chicago, IL 60606
Contact: John Fern



Gate Enterprises, Inc.
1506 Forest Ave
Highland Park, IL 60035
Contact: Dennis Passis



Inheriting Wisdom 
900 W. Jackson Blvd
Suite 7 West
Chicago, IL 60607
Contact(s): 
Carolyn Friend
Jamie Weiner, Co-founder/Principal

Social Media:
LinkedIn

Description:
Inheriting Wisdom helps guide family clients to a place of high performance, encouraging a collaborative team that's aligned, always with the family's legacy in mind.

Topics:
Communication | Culture & Family Dynamics | Family Meetings & Council | Family Office | Family Systems | Leadership | Legacy | Succession & Continuity 



Invantage Advising
1454 W Farragut
Chicago, IL 60640
Contact: Prudence Gourguechon

Social Media:
LinkedIn, Blog, Twitter, Facebook

Summary:
Consulting on the psychology of business focusing on critical transitions and decisions

Areas of Specialization:
Children/Sibling Rivalry, Coaching & Mentoring, Communication, Culture & Family Dynamics, Family Systems, Leadership, Legacy, Succession & Continuity



Legacy Onward, Inc.
235 W. Goethe St.
Chicago, IL 60610
Contact: Cathy Carroll

Social Media:
LinkedIn, Blog, Twitter

Summary:
Executive coaching and leadership development for family firms

Areas of Specialization:
Coaching & Mentoring Leadership



Mack International, LLC
1100 N. Lake Shore Drive
Suite 28B
Chicago, IL 60611
Contact: Linda C. Mack, President



Marsh Private Client Services
540 W. Madison
Suite 120
Chicago, IL 60661
Contact: Amanda Martinez



McDermott Will & Emery LLP
227 West Monroe St., Suite 4700
Chicago, IL 60606
Contact: Jared Kaplan, Partner

Topics:
Capital & Liquidity | Governance | Mergers & Acquisitions | Estate & Tax Planning | Financial Planning | Strategic & Business Planning | Succession & Continuity



Rockefeller Philanthropy Advisors
70 West Madison Street
Suite 1901
Chicago, IL 60602
Contact: Mae Hong



The Family Business Consulting Group
8770 W. Bryn Mawr Ave., Suite 1340
West Chicago,  IL  60631

Contact(s): 

Drew MendozaManaging Principal
Amy Schuman, Principal Consultant
David LanskyPrincipal Consultant
Kristi Daeda 

 


 
Indiana



The Family Business Consulting Group
Ft. Wayne, IN 46815
Contact: Christopher Eckrich, Principal Consultant


 
Kansas



Legasus Group LC 
121 N. Mead, Suite 109
Wichita, KS 67202
Contact(s): 
Clemens Ast
, CEO
John Simmering
Luke Simmering
Renee Goodfriend

Topics: Addiction | Board of Directors | Children/Sibling Rivalry | Family Meetings & Councils | Family Systems | Human Capital | Legacy


 
Maryland



Bethesda Family Therapy
4933 Auburn Ave. Suite 202
Bethesda, MD 20814
Contact: Mariana Martinez



TriBridge Partners, LLC
1 E. Pratt St., Suite 902
Baltimore, MD 21202
Contact(s):
David Morris, President
John Morris, Associate
Jason Ditto



Strategies, Inc.<
8 Park Center Court, Suite 110
Owings Mills, MD 21117
Contact(s):Huell Connor, Founder
Rochelle Mendelsohn, Managing Director
Mitch Vandiver, President



U.S. Trust, Bank of America Private Wealth Management
100 S. Charles St., 9th Fl. 
Baltimore, MD 21201
Contact: Howard Weiss, Senior Vice President

The Aethena Group
100 Woodbrook La.
Baltimore, MD  21212
Contact: Peter C. Hitt, Senior Vice President



Wilmington Trust
25 South Charles Street
16th Floor
Baltimore, MD 21201
Contact: Anna Smith


 
Massachusetts



Burns & Levinson LLP
125 Summer Street
Boston, MA 02110  
Contact(s): Brian Bixby



Cambridge Advisors to Family Enterprise
1 Main Street, 13th Floor
Cambridge, MA 02142  
Contact(s):
Courtney Collette, Senior Advisor and Partner
Andrew Hier, Senior Advisor and Partner
Maria Sinanis, Senior Advisor and Partner
Florence Tsai, Senior Advisor and Partner
John Davis, Founder and Chairman
Marcelo Urjel, Advisor
Ana LearyAssociate Advisor 
Dr. Jim Grubman,Senior Advisor and Partner



Center for Applied Research (CFAR)
31 St. James Avenue, Suite 802
Boston, MA 02116
Contact(s):
Debbie Bing, Principal
Jessica Geiben Lynn, Principal
Katelyn Husereau, Associate  



Family Business Leadership Group
121 Loring Ave.
Salem, MA 01970
Contact: Dr. Tom Harvey
Social Media: Twitter, LinkedIn

Summary: A trusted advisor and guide for family business owners facing leadership, succession, and change.

Areas of Specialization: Coaching & Mentoring, Communication, Culture & Family Dynamics, Family Meetings & Council Leadership, Leader Development



FTI Consulting
Market Place Center
200 State Street, 9th Floor
Boston, MA 02109
Contact: Flynn McDonnell



GenSpring Family Offices
210 Lincoln Street, #604
Boston, MA 02111
Contact: Daisy Medici, Director of Family Governance



Hemenway & Barnes LLP
75 State Street, 16th Floor
Boston, MA 02109 
Contact(s):
John SicilianoPartner
Mark ElefantePartner
Arthur Page, Partner



Marsh Private Client Services
99 High Street
Boston, MA 02110
Contact: Robert Donnelly



Reframing Wealth
1731 Beacon St.
Brookline, MA 02445-4325 
Contact: Joanie Bronfman



Relative Solutions
707 Commonwealth Ave.
Newton Centre
Newton, MA  02459
Contact: Carolyn Greenspon, Senior Consultant



U.S. Trust Family Office
100 Federal Street MA5-100-11-15
Boston, MA 02110
Contact:
Carrie R. Seligman, Wealth Strategist


 
Michigan



The Family Business Consulting Group
40 Pearl St. NW, Suite 1000
Grand Rapids, MI 49503
Joe SchmiederPrincipal Consultant

555 West Crosstown Pkwy., Suite 303
Kalamazoo, MI 49008
Michael L. Fassler, Principal Consultant
Barb DarttSenior Consultant


 
Minnesota



Ascent Private Capital Management of U.S. Bank
800 Nicollet Mall
24th Floor
Minneapolis, MN 55402
Contact: James Linnett, Managing Director, Wealth Strategy



Clere Consulting;
100 S. Fifth Street, Suite 1900
Minneapolis, MN
Contact(s):
Samuel Dresser, Principal
Amy Prouty



Susan Lazar Consulting, Inc. 
2517 Quentin Court
Minneapolis, MN 55416
Contact: Susan Lazar, Founder and President

Summary: Susan Lazar specializes in helping individuals and businesses build on their strengths so that they can resolve differences, work together effectively

Areas of Specialization:
Board of Directors, Children/Sibling Rivalry Coaching & Mentoring, Communication, Culture & Family Dynamics, Family Business Education, Family Meetings & Council, Family Office, Family Systems, Governance, Human Capital Leadership, Legacy Ownership Structure, Strategic & Business Planning, Succession & Continuity



Missouri



EY
The Plaza in Clayton, Ste 1300
190 Carondelet Pl
St Louis, MO 63105-3433
Contact: Steven Harpole



U.S. Trust Family Office
Clayton BC
7800 Forsyth Blvd.
Clayton, MO 63105-3311
Contact: Kent Reynolds



New Jersey



EY
3 Whispering Grove Blvd
Jackson, NJ 08527
Contact: Anthony Sgammato



The Family Business Consulting Group
Madison, NJ 07940
Contact: Anne Hargrave, Senior Consultant



PNC Asset Management Group
265 Millburn Ave.
Millburn, NJ 07041
Contact: Mindy Rosenthal



Relative Solutions, LLC
24 W Railroad Ave., POB 289
Tenafly, NJ 07670
Contact(s): 
Fredda Herz Brown, Senior Consultant
Karen Pursley

Topics: Board of Directors | Children/Sibling Rivalry | Coaching & Mentoring | Family Meetings & Councils | Family Systems | Leadership | Legacy


 
New York



Crystal & Company
Financial Sq.
32 Old Slip, 18th Floor
New York, NY 10005
Contact(s):
Linda Bourn
Paul Funk, Senior Managing Director



FTI Consulting, Inc.
750 3rd Ave.
New York, NY 10017
Contact:Mark Rubin, Partner



KPMG
1350 Avenue of the Americas
New York, NY 10019
Contact:Warren Abkowitz, Partner



Marsh Private Client Services
1166 Avenue of the Americas
New York, NY 10036
Contact: Tiffany Roberts-Effros



Relative Solutions, LLC
New York, NY
Contact: Fredda Herz Brown,Senior Consultant

Topics:Board of Directors | Children/Sibling Rivalry | Coaching & Mentoring | Family Meetings & Councils | Family Systems | Leadership | Legacy



Rockefeller Philanthropy Advisors
6 West 48th Street
10th Floor
New York, NY 10036
Contact: Walter Sweet



Trusted Family
1177 Avenue of the Americas, 7th Floor
New York, NY 10036
Contact: Edouard Thijssen
Elvira Orza
Neel Mullick



U.S. Trust Family Office
114 West 47th St.
New York, NY 10036
Contact: Gregory Khost



North Carolina



Family Business USA
107 Glenhaven Dr.
Chapel Hill, NC 27516
Contact: Henry Hutcheson

Summary:Family Business Advisory Firm

Areas of Specialization:Board of Directors Children/Sibling Rivalry Coaching & Mentoring Communication Culture & Family Dynamics Family Business Education Leadership Ownership Structure Strategic & Business Planning Succession & Continuity



Ohio



GPS: Generation Planning Strategies
Orange Village, OH 44122
Contact: Kathy Overbeke

Summary:With expertise in both business and families, we help families negotiate the influence of the business on the family.

Areas of Specialization:Children/Sibling Rivalry, Coaching & Mentoring, Communication, Culture & Family Dynamics, Family Business Education, Family Systems, Governance, Human Capital, Leadership, Legacy, Strategic & Business Planning, Succession & Continuity


 
Oregon



Clere Consulting
6924 NE Alameda
Portland, OR 97213
Contact: Douglas Lyons, Principal



Pennsylvania



Center for Applied Research (CFAR)
4 Penn Center
1600 JFK Blvd., Suite 600
Philadelphia, PA  19103
Contact: Nancy Drozdow



Delaware Valley Family Business Center
340 North Main Street
Telford, PA 18969
Contact: Sally Derstine



Drucker & Scaccetti, P.C.
1600 Market St.
33rd Floor
Philadelphia, PA 19103
Contact: Ronald Drucker, President

Topics:Board of Directors | Governance | Succession & Continuity | Board of Directors | Family Meetings & Councils | Family Systems

Summary: Family business & tax strategy consulting

Areas of Specialization: Culture & Family Dynamics Estate & Tax Planning Family Meetings & Council Family Office Financial Planning Mergers & Acquisitions Ownership Structure Strategic & Business Planning Succession & Continuity Wealth Management



Institute for Entrepreneurial Excellence
University of Pittsburgh
3520 Forbes Avenue
Pittsburgh, PA 15261
Contact: Shelley M. Taylor

Areas of Specialization: Board of Directors, Family Business Education, Family Meetings & Council, Governance, Leadership, Ownership Structure, Strategic & Business Planning, Succession & Continuity



Pitcairn
One Pitcairn Place, Suite 3000
165 Township Line Road
Jenkintown, PA 19046
Contact(s):
Leslie Voth, President
Dirk Junge
Ronna Gyllenhaal
Rebecca Meyer
Andrew Pitcairn

Topics: Estate & Tax Planning | Governance | Estate & Tax Planning | Financial Planning | Investment Planning & Management



PNC Asset Management Group
1600 Market Street, Floor 29
Philadelphia, PA 19103
Contact: Jennifer Fox

4242 Carlisle Pike
Camphill, PA 17011
Contact: David Foster



Wealthaven LLC
115 FLC Rd.
Hawley, PA 18428
Contact: Holly Isdale, Founder


 
South Carolina



Reece & Associates, PA
800 East Washington Street, Suite C
Greenville, SC 29601
Contact: Ronald Reece, Ph.D.

Summary:Family Business Consulting

Areas of Specialization:Children/Sibling Rivalry Coaching & Mentoring Communication Culture & Family Dynamics Family Business Education Family Meetings & Council Governance Succession & Continuity


 
Texas



Marsh Private Client Services
4400 Comerica Bank Tower
1717 Main Street
Dallas, TX 75201
Contact: Carol Sherron



Morgan, Lewis & Bokius LLP
1717 Main St., Suite 3200
Dallas, TX  75201
Contact: John Kober

1000 Louisiana St., Suite 4000
Houston, TX  77002
Contact: Joclynn Townsend



REGENERATION
3811 Turtle Creek Blvd., #300
Dallas, TX 75219
Contact(s):
James Hutcheson, Principal
Elle Hansen, Consultant
Mary Ann Zimmerman



The Family Business Consulting Group
San Antonio, TX 78278
Contact(s):
Otis Baskin



Virginia



EY
8484 Westpark Drive
McLean, VA 22102
Contact: Michael Warsaw



Washington



Clere Consulting
437 NE 72nd St., Apt. E512
Seattle, WA 98115
Contact: Eve Ruff



EY
999 3rd Avenue
Seattle, WA 98104
Contact: Codi Scott



Trusted Family
Seattle
Contact: Langdon Evans



Washington, D.C.



The Family Business Consulting Group
Washington, D.C. 20007
Contact: Gregory Greenleaf, Principal Consultant



Wisconsin




The Family Business Consulting Group
Madison, WI 53705
Contact: Deb H. Houden, Senior Consultant

Madison, WI 53718
Contact: Nicole Bettinger, Consultant



Wyoming



Gallatin Wealth Management, LLC
P.O. Box 1226
Jackson, WY 83001
Contact: Laurent Roux, Principal





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The database, any of the data, listings, or other constituent elements may not be downloaded, republished, or duplicated, in whole or in part, for commercial purposes, for purposes of compiling mailing lists or any other lists, or for any other purposes without the prior express written permission of this organization. Although this organization believes the information to be generally accurate, this organization does not warrant the accuracy, completeness, timeliness, or fitness for a particular purpose of the information contained in the database, or in any way endorse the individuals described therein. In no event shall this organization be liable for any decision made or action taken in reliance on the information contained therein.
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