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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.



Alaska



Garvey Schubert Barer
2550 Denali Street, Suite 1502
Anchorage, AK 99503
Contact: Hal Snow
P: 206-816-1418
P: 907-258-2400

Areas of Specialization: Estate & Tax Planning, Family Office, Governance, Legacy, Ownership Structure, Strategic & Business Planning and Succession & Continuity. 



Arizona



Aspen Family Business Group, LLC
218 39 N. 98th Street
Scottsdale, Arizona 85255
Contact: Leslie Dashew, President
P: 480-419-4243



CHRC Creative Human Resources Concepts
4710 E Falcon Dr. Suite 125
Mesa, AZ 85215
Contact: JP Roy, Consultant
P: 417-893-9422

Summary:
A global Technical, professional executive recruiting and staffing

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
One California Street
Suite 350
San Francisco CA 94111
Contact: Janet Farren
P: 415 585-6191
Kristen Armstrong
P: 415-677-3617
Michael Malakoff



Carmen Bianchi Family Business Consulting
14758 Caminito Punta Arenas
Arenas Del Mar CA 92014
Contact: Carmen Bianchi, Principal/Founder
P: 858-922-3155

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
P: 415-946-7508



Botoff Consulting, LLC
205 Fieldcrest Lane
Santa Cruz, CA 95060
Contact: Patricia Botoff
P: 404-664-2158



Dennis T. Jaffe, PH.D
San Francisco, CA
Contact: Dennis Jaffe
P: 415-665-8699

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
P: 617-933-5040 ext 101

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
P: 310-553-0442

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



Relative Solutions
Contact:
Fran Lotery
, Senior Consultant
P: 800-638-6442



The Family Business Consulting Group, Inc.
12 Altezza
Irvine CA 92606
Contacts:
Otis Baskin
P: (310) 435-4001
Kent Rhodes
P: (323) 256-4559



 
Colorado  


 
Ascent Private Capital Management
 
950 17th Street
9th Floor
Denver CO 80202
Contacts:
Scott Winget, Managing Director, Wealth Strategy
P: 303-585-9290 
Amy Zehnder



Aspen Family Business Group, LLC
P.O. Box 4300
Basalt, CO 81621
Contact:
William Roberts, Partner
P: 303-740-8001



Bank of the West
600 17th StreetSuite 1500
Denver, CO 80202
Contact: Eric Sanderson
P: 720-394-7136
Steve Prostano
Julie Shafer
Jane Warner



Cambridge Advisors to Family Enterprise
2770 Aprapahoe Road., Suite 132-111
Lafayette, CO 80026
Contact(s):
Alan Heath, Partner & Managing Director
P: 720-890-7081
Katherine Heath, Associate
P: 617-880-4980



The Family Business Consulting Group, Inc.
Contact:
Joshua Nacht
P: (308) 868-5517

 

 
Connecticut



Belden Hill Partners
707 Summer Street, Suite 430
Stamford, CT 06901
Contacts:
Anthony Macaluso
James Murphy
P: (203) 883-6300



de Visscher & Co. 
2 Greenwich Office Park
Greenwich, CT 06831
P: 203-629-6500
Contacts:  
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
P:  203-769-2743



Lansberg, Gersick & Associates, LLC 
100 Whitney Ave.
New Haven CT 06510-1282
Contacts: 
Devin DeCiantis
P: 203-497-8855  
Kelin Gersick, Partner
P: 203-497-8855
Katherine Grady, Partner
P: 203-497-8855
Ivan Lansberg
P: 203-497-8855
Wendy Ulaszek, Consultant
P: 203-497-8855

 

 
Delaware



Wilmington Trust 
1100 N. Market St.
Wilmington DE 19890
Contacts:
Andrea Spahr
P: 302-651-8888  
Jack Garniewski, Senior Managing Director
P: 302-651-8151
Al Behar

 

 
Florida



The Cantor Group
1001 Brickell Bay Drive, Suite 3112
Miami, FL 33131
P: (305) 374-3886
Contact(s)
Steven Cantor
Kathryn von Matthiessen



The Guayacan Group
4941 SW 75th LN
Miami, FL 33143 
Contacts:
Rodolfo Paiz

P: +1 786-360-0360
Lisseth Herrera
P: +1 502 2326-3931

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



Transition Consulting Group, Inc. 
111 San Marita Way
Palm Beach Gardens FL 33418
Contact: Paul Karofsky, Founder and CEO
P: 561-626-1110


 
Georgia



The Family Business Consulting Group, Inc.
345 E. Wesley Road
Atlanta GA 30305
Contact: Craig Aronoff
P: (678) 277-9865 



GenSpring Family Offices
One Riverside Building 440 Northside Parkway, Suite 120
Atlanta, GA 30327
Contact: Michael Woocher, Head of Client Development
P: 404-813-5034

  

 
Illinois



Altair Advisers, LLC
303 West Madison Street
Chicago, IL 60606
Contact: Anna Nichols
P: 312-429-3011



Attorneys for Family-Held Enterprises (AFHE)
1901 North Roselle Rd., Suite 920
Schaumburg, IL 60195 
Contact: Dhru Bhatt
P: 847-885-8796



Family Office Exchange
100 South Wacker Drive Suite 800
Chicago, Illinois 60606
Contact(s):
Amy Hart Clyne
P: 312-327-1235
Karen Clark
P: 805-335-8316
Sandra Ditore, Senior Business Development Manager
P: 312-327-1233
Alexandre Monnier
P: 312-327-1250



Gate Enterprises, Inc.
1506 Forest Ave
Highland Park, IL 60035
Contact: Dennis Passis
P: 847-266-8400



Inheriting Wisdom 
900 W. Jackson Blvd
Suite 7 West
Chicago, IL 60607
Contacts: 
Carolyn Friend
P: 312-948-5180
P: 630-638-4455
Catalina Gaete
Jamie Weiner, Co-founder/Principal
P: 312-948-5180
LinkedIn: https://www.linkedin.com/in/drjamesweiner

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 



Mack International, LLC
1100 N. Lake Shore Drive
Suite 28B
Chicago, IL 60611
Contact: Linda C. Mack, President
P: 800-976-0014



McDermott Will & Emery LLP
227 West Monroe St., Suite 4700
Chicago IL 60606
Contact: Jared Kaplan, Partner
P: 312-984-6955

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



The Family Business Consulting Group, Inc.
4943 North Hamlin
Chicago IL 60625
Contacts: 
Drew Mendoza, Managing Principal
P: 770-421-0110
Amy Schuman
, Principal
P: 847-329-9880
Gregory Greenleaf
P: (412) 600-3558
David Lansky
P: (847) 266-1000
Kristi Daeda
P:(773) 784-5008
Merrick Mitchell
P: (773) 372-1349



 
Indiana



The Family Business Consulting Group, Inc.
3174 Mallard Cove Ln.
Ft. Wayne, IN 46815
Contact: Christopher Eckrich
P:  260-436-0045



 
Kansas



Legasus Group LC 
121 N. Mead, Suite 109
Wichita KS 67202
Contacts: 
Clemens Ast
, CEO
P: 316-681-0444
John Simmering
P: 316-681-0444
Renee Goodfriend
P: 316-681-0444

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



 
Maryland



TriBridge Partners, LLC
1 E. Pratt St., Suite 902
Baltimore MD 21202
Contacts:
David Morris, President
P: 410-539-2320
John Morris, Associate
P: 410-539-2320
R. Rianhard

P: 410-539-2320



Strategies, Inc.
8 Park Center Court, Suite 110
Owings Mills MD 21117
Contacts:
Huell Connor
, Founder
P: 410-363-6669
Suzette Langley
, Consultant
P: 410-363-6669
Rochelle Mendelsohn
, Managing Director
P: 410-363-6669
L. Vandiver
, President
P: 410-363-6669



U.S. Trust, Bank of America Private Wealth Management
MD4-325-09-09 100 S. Charles St., 9th Fl.
Baltimore, MD 21201
Contact:
Howard Weiss, Senior Vice President
P: 410-547-4771
Peter C. Hitt, Senior Vice President
P: 410-547-4343



Wilmington Trust
25 South Charles Street
16th Floor
Baltimore, MD 21201
Contact: Anna Smith
P: 410-244-4657



 
Massachusetts



Avalt
79 Newbury St.
Boston, MA 02116

Contacts:
Marko Kivisto, Principal
Scott Prozeller, Associate
Ian Reynolds, Partner
Mark Verdi, Partner



Cambridge Advisors to Family Enterprise
1 Main Street, 5th Floor
Cambridge, MA 02142  
Contacts:
Courtney Collette, Associate Consultant/Research Associate
P: 617-576-5880 
Andrew Hier, Partner/Managing Director
P: 978-270-9628
Helena McDonnell 
Maria Sinanis, Advisor
P: 617-871-2740
Florence Tsai, Consultant
P: 617-880-2510



CFAR
31 St. James Avenue
Suite 802
Boston, MA 02116
Contact(s):
Debbie Bing, Principal
P: 617-301-8244
Jessica Geiben Lynn, Principal
P: 617-576-1166
Katelyn Husereau, Associate  



Family Business Leadership Group
Salem, MA
Contact: Dr. Tom Harvey
P: (617)803-3010
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



FamilyWealth Consulting 
356 Montague City Road
Suite 100
Turner Falls MA 01376
Contact: James Grubman, Owner
P: 413-775-0557

Topics: Communication | Culture & Family Dynamics | Family Systems | Children/Sibling Rivalry | Family Meetings & Councils



GenSpring Family Offices 
210 Lincoln Street
Apt. 604
Boston MA 02111
Contact: Daisy Medici, Director of Family Governance
P: 561-891-0302



Hemenway & Barnes LLP
60 State Street
Boston MA 02109 
Contacts:
John Siciliano
P: 617-557-9750 
Mark Elefante
P: 617-557-9750
Frederic Marx, Partner
P: 617-227-7940       



Key Resources, LLC 
75 Cambridge Pky., #E808
Cambridge MA 02142
Contact: Jane Hilburt-Davis, President
P: 617-577-0044

Topics: Board of Directors | Culture & Family Dynamics | Family Meetings & Councils | Communication | Family Systems | Succession & Continuity 



Prince Lobel Tye LLP
100 Cambridge St. Suite 2200
Boston, MA 02114
Contact: Patricia Annino
P: (617) 456-8009

Summary: Estate and Business Planning for the Family Owned Enterprise

Areas of Specialization:
Board of Directors, Estate & Tax Planning, Family Business Education, Governance, Legacy Mergers & Acquisitions, Ownership Structure, Strategic & Business Planning, Succession & Continuity



Reframing Wealth
1731 Beacon St.
Brookline MA 02445-4325 
Contact: Joanie Bronfman
P: 617-739-0548 



Relative Solutions
Contact: Carolyn Greenspon, Senior Consultant
P: 800-638-6442



Seamans Capital Management
950 Winter St., Suite
1400 Waltham MA 02451 
Contact: Eleanor Mulvaney, Principal
P: 781-890-5225
Lara Oaks, Client Relationship Manager
P: 781-890-5225



U.S. Trust, Bank of America Private Wealth Management
100 Federal Street MA5-100-11-15
Boston, MA 02110
Contact:
Carrie R. Seligman, Wealth Strategist
P: 617-346-0847
Robert Kochakian



 
Michigan



The Family Business Consulting Group, Inc.
217 Grandville Ave
Suite 402
Grand Rapids MI 49503
Contact: Joe Schmieder
P: 616-299.034 
Michael L. Fassler, Consultant
P: 269-382-8144
Barb Dartt
P: 269-382-0539



 
Minnesota



 Ascent Private Capital Management of US Bank
800 Nicollet Mall
24th Floor
Minneapolis, MN 55402
Contact: James Linnett, Managing Director, Wealth Strategy
P: 612-303-3141



Barbara R Hauser LLC
Minneapolis, Minnesota
Contact: Barbara Hauser, Advisor
P: 507-254-9677

Summary:
Independent advisor to families with wealth

Topics:
Board of Directors, Culture & Family Dynamics, Estate & Tax Planning, Family Meetings & Council, Family Office, Governance, Succession & Continuity



Clere Consulting 
100 S. Fifth Street, Suite 1900
Minneapolis, MN
Contacts:
Judson Bemis 
Samuel Dresser, Principal
P: 866-384-8847 



Susan Lazar Consulting, Inc. 
2517 Quentin Court
Minneapolis, MN 55416
Contact: Susan Lazar, Founder and President
P: 952-925-1588

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



The Legacy Associates, LLC 
700 Twelve Oaks Center Dr., Suite 262
Wayzata MN 55391
Contact: Allen Bettis, President
P: 763-475-9353



 
New Jersey



The Family Business Consulting Group, Inc.
30 East Lane
Madison, NJ 07940
Contact: Anne Hargrave, Consultant
P: 973-377-3079



Relative Solutions, LLC 
24 W Railroad Ave., #289
Tenafly NJ 07670
Contacts: 
Fredda Herz Brown, Senior Consultant
P: 800-638-6442
Karen Pursley
P: 800-638-6442

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
Contacts:
Linda Bourn
P: 212-504-1852
Paul Funk, Senior Managing Director
P: 212-504-1884 



FTI Consulting, Inc.
750 3rd Ave.
New York, NY 10017
Contacts:
Mark Halpern, Principal
P: 201-840-7383
Mark Rubin
, Partner
P: 212-840-7383
Rebeccah Fontaine, Consultant
Elizabeth Zabludoff, Consultant



Moses & Singer, LLP
The Chrysler Building
405 Lexington Avenue
New York, NY 10019
Contact: Roy Kozupsky
P: 212-554-7838

Summary: Moses & Singer, LLP, LLP is a full service law firm with offices in New York City.  Mr. Kozupsky, whose work with clients takes him throughout the country, works on Trust & Estate(s) tax planning;  strategic succession planning for family enterprises; and trusts, estate and fiduciary disputes.

Topics: Estate & Tax Planning | Family Office | Family Systems | Governance | Ownership Structure | Succession & Continuity



Relative Solutions, LLC
New York, NY
Contact: Fredda Herz BrownSenior Consultant
P: 800-638-6442

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


 
North Carolina



The Family Business Institute, Inc.
4700 Homewood Ct, Suite 340
Raleigh NC 27609
Contact: Wayne Rivers, President
P: 877-326-2493 x 228

Topics: Family Systems | Strategic & Business Planning | Succession & Continuity | Communication | Family Systems



Family Business USA
107 Glenhaven Dr.
Chapel Hill, NC 27516
Contact: Henry Hutcheson
P: 877-609-1918

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
P: 216-346-2092

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

Areas of Sepecialization:
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



Aspen Family Business Group, LLC 
4025 SW 6th Ave
Portland, OR 97401
Contact:
Terri Bennink, President
P: 503-246-4321
Joe Paul
P: 503-708-6010



Clere Consulting
6924 NE Alameda
Portland OR 97213
Contact: Douglas Lyons, Principal
P: 866-384-8847



Garvey Schubert Barer
Bank of America Financial Center
121 SW Morrison Street, 11th Floor
Portland, OR 97204
Contacts:
Christine Brown
P: 503-553-3132
Area of Specialization: Estate & Tax Planning and Succession & Continuity.

William J. Keeler, Jr.
P: 503-553-3151
Area of Specialization: Estate & Tax Planning, Family Meetings & Council, Legacy, Mediation  Arbitration, Strategic & Business Planning, Succession & Continuity, Trust & Conservatorship and Litigation & Mediation



 
Pennsylvania



CFAR (Center for Applied Research)
4 Penn Center
1600 JFK Blvd., Suite 600
Philadelphia, PA
Contact: Nancy Drozdow
P: 215-320-3200



Drucker & Scaccetti, P.C.
 
1600 Market St.
33rd Floor
Philadelphia PA 19103
Contact: Ronald Drucker, President
P: 215-665-3960 x 207

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



Pitcairn
One Pitcairn Place, Suite 3000
165 Township Line Road
Jenkintown, PA 19046
Contact: 
Leslie Voth, President
P: 800-211-1745
Dirk Junge
Ronna Gyllenhaal
Rebecca Meyer
Andrew Pitcairn
Karen Wawrzaszek

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



 
South Carolina



Reece & Associates, PA
800 East Washington Street, Suite C
Greenville, SC 29601
Contact: Ronald Reece, Ph.D.
P: 864-233-3706

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



 
South Dakota



Abbey Legacy Management
201 Main Steet, Suite 300
Rapid City, SD 57701
Contact:  Sandra McNeely
P: 605-718-7912

Topics:
Philanthropy, succession planning, strategic planning, governance, advisory boards, board of directors, shareholder meetings, family meetings, coaching and management mentoring. 



 
Texas



Morgan, Lewis & Bokius LLP
1717 Main St., Suite 3200
Dallas, TX
75201
Contacts:
John Kober
P: (214) 466-4105
Joclynn Townsend
P: (713) 890-5168



ReGENERATION Partners 
3811 Turtle Creek Blvd. #300
Dallas, TX 75219
Contacts:
James Hutcheson, Principal
P: 214-559-3999
Elle Hansen, Consultant
Ann Zimmerman



 
Washington



Garvey Schubert Barer
1191 Second Avenue, 18th Floor
Seattle, WA 98101
Contact: Hal Snow
P: 206-816-1418

Areas of Specialization: Estate & Tax Planning, Family Office, Governance, Legacy, Ownership Structure, Strategic & Business Planning and Succession & Continuity.



 
Wisconsin


 
The Family Business Consulting Group
1115 Willow Lane
Madison, WI 53705
Contact: Deb H. Houden, Consultant
P: 608-695-2502 



 
Wyoming


 
Gallatin Wealth Management, LLC
P.O. Box 1226
Jackson WY 83001 
Contact: Laurent Roux, Principal
P: 307-200-4343
 



Special Proprietary Notice and Disclaimer 
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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