United States

California

764 Ashbury St.
San Francisco, CA 94117
Contact: Dennis Jaffe
Description: 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

44 Montgomery St., Suite 1400
San Francisco, CA 94104
Contact: Heather Grady

420 Montgomery St., 5th Floor
San Francisco, CA 94104
Contact: Katherine Dean

Colorado

3883 Crystal Bridge Dr.
Carbondale 81623
Contact: David Bork

Connecticut

707 Summer Street, Suite 430
Stamford, CT 06901
Contact: James Murphy

65 Locust Ave., Suite 200
New Canaan, CT 06840
Contact: François M. de Visscher

100 Whitney Ave.
New Haven, CT 06510-1282
Contact: Ivan Lansberg

Delaware

1100 N. Market St.
Wilmington, DE 19890
Contact: Al Behar

Florida

150 South U.S. highway 1
Jupiter, FL 33477
Contact: David Herritt

Georgia

Illinois

105 W. Delaware Place
Chicago, IL 60606
Contact: Jared Kaplan
LinkedIn: Jared Kaplan
Description: Consulting
Areas of Specialization: Board of Directors, Capital & Liquidity, Governance, Investment Planning & Management, Leadership, Mediation & Arbitration, Mergers & Acquisitions, Ownership Structure, Estate & Tax Planning, Financial Planning, Strategic & Business Planning, Succession & Continuity
Other areas of Specialization: ESOPS

100 South Wacker Drive, Suite 800
Chicago, Illinois 60606
Contact: Alexandre Monnier

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

Family Wealth Library

1506 Forest Ave
Highland Park, IL 60035
Contact: Dennis Passis

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

4741 N. Dover Street
Chicago 60640
Contact: Jessica Garner
Description: Single Family Office
Areas of Specialization: Estate & Tax Planning, Family Office, Financial Planning, Investment Planning & Management, Legacy, Succession & Continuity, Wealth Management 

8770 W. Bryn Mawr Ave., Suite 1340
Chicago, IL 60631
Contact: Kristi Daeda

Brienner Straße 55
Munich 80333
Contact: Stephan Ebner

Maryland

1 E. Pratt St., Suite 902
Baltimore, MD 21202
Contact: David Morris

Massachusetts

50 Milk St., 16th Floor
Boston 02109
Contact: Marion McCollom Hampton

125 Summer Street
Boston, MA 02110
Contact: Brian Bixby

245 Main St., 2nd Floor
Cambridge, MA 02142
Contact: Andrew Hier

31 St. James Avenue, Suite 802
Boston, MA 02116
Contact: Debbie Bing

Boston, MA
Contact: Doug Baumoel & Blair Trippe
Social Media: Facebook, LinkedIn, Twitter, Blog, YouTube
Summary: Helping enterprising families build connected and productive futures: navigate conflict, plan for succession, develop leaders and effective governance.
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 Mediation & Arbitration Mergers & Acquisitions Ownership Structure Strategic & Business Planning Succession & Continuity
Other Areas of Specialization: Education, Support, and Values Illumination for Legacy Families

Fidelity Family Office Services

200 Seaport Boulevard
Boston 02210
Contact: Jim Coutre
Areas of Specialization: Communication, Culture & Family Dynamics, Family Meetings & Council, Family Office, Governance, Human Capital, Legacy, Succession & Continuity 

John G. Wofford Esq.

Cambridge, MA 02139
Contact: John Wofford
Area of Specialization: Mediation & Arbitration

Boston, MA 02111
Contact: Daisy Medici

75 State Street, 16th Floor
Boston, MA 02109
Contact: Mark Elefante

17 Half Moon Hill
Acton 01720
Contact: Michael Madera
Description: Leveraging the strengths, navigating the risks in building and transitioning family enterprises
Area of Specialization: Addiction, Children/Sibling Rivalry, Coaching & Mentoring, Communication, Culture & Family Dynamics, Family Business Education, Family Meetings & Council, Family Systems, Governance, Human Capital, Leadership, Mediation & Arbitration, Ownership Structure, Strategic & Business Planning, Succession & Continuity
Social Media: LinkedIn

Reframing Wealth

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

Boston, MA 02110
Contact: Carrie R. Seligman

Framingham, MA 01702
Contact: David Karofsky

Minnesota

100 S. Fifth Street, Suite 1900
Minneapolis, MN
Contact: Samuel Dresser

New Jersey

P.O. Box 518
Mt. Laurel, NJ 08054
Contact: Denise Neff Downing

24 W Railroad Ave., POB 289
Tenafly, NJ 07670
Contact: Fredda Herz Brown
Topics: Board of Directors | Children/Sibling Rivalry | Coaching & Mentoring | Family Meetings & Councils | Family Systems | Leadership | Legacy

New York

32 Old Slip
Floor 29
New York, NY 10005
Contact: Linda Bourn

400 Park Ave., Suite 1620
New York, NY 10022
Contact: Sandra Ditore

750 3rd Ave.
New York, NY 10017
Contact: Mark Rubin

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

1177 Avenue of the Americas, 7th Floor
New York, NY 10036
Contact: Edouard Thijssen

114 West 47th St.
New York, NY 10036
Contact: Holly Harben Swan

Brienner Straße 55
Munich 80333
Contact: Stephan Ebner

Oregon

6924 NE Alameda
Portland, OR 97213
Contact: Douglas Lyons

Pennsylvania

1700 Market St., Suite 2140
Philadelphia, PA 19103
Contact: Cathy Brundage

1600 Market Street, Floor 7
Philadelphia
Contact: Deana Plakiotis

One Pitcairn Place, Suite 3000
165 Township Line Road
Jenkintown, PA 19046
Contact: Ronna Gyllenhaal
Topics: Estate & Tax Planning | Governance | Estate & Tax Planning | Financial Planning | Investment Planning & Management

3520 Forbes Avenue
Pittsburgh 15261
Contact: Shelley M. Taylor
Areas of Specialization: Coaching & Mentoring, Culture & Family Dynamics, Family Business Education, Family Meetings & Council, Governance
Other Areas of Specialization: Next Generation Development and Readiness

Tennessee

3482 Stagecoach Dr.
Franklin, TN 37067
Contact: Doug Gray
Summary: Since 1997, we have provided competitive advantage for high-potential leaders, families and teams. Specifically, we help leaders (1) assess their strengths, and (2) make smarter decisions using our trademarked AD-FIT process.
Areas of Specialization: Assessments, Succession Planning.

Texas

18023 Fossilwood Dr.
Cypress, TX 77429
Contact: Guillermo Salazar

1717 Main St., Suite 3200
Dallas, TX 75201
Contact: John Kober

4447 N. Central Expy., Ste 110-317
Dallas, TX 75205
Contact: Elle Hansen

Washington

Business Management Center
2001 S. Flint Rd.
Spokane, WA 99224
Contact: Carl Sohn

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