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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

Description: 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: Kristen Armstrong



Crystal & Company
575 Market Street
San Francisco, CA 94105

Contact: Mary Gust



Dennis T. Jaffe, PhD
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



Executive Advisors, Inc.
301 N. Canon Dr., Suite 313
Beverly Hills, CA 90210-4721

Contact: Lilli Friedland

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



Rockefeller Philanthropy Advisors
44 Montgomery St., Suite 1400
San Francisco, CA 94104

Contact: Heather Grady


The Family Business Consulting Group
Irvine, CA 92612

Contact: Kent Rhodes



Wells Fargo, Wealth Management Family Dynamics
420 Montgomery St., 5th Floor
San Francisco, CA 94104

Contact: Katherine Dean




Colorado



Ascent Private Capital Management of U.S. Bank
950 17th Street, 9th Floor
Denver, CO 80202

Contact: Scott Winget



Bank of the West
600 17th Street, Suite 1500
Denver, CO 80202

Contact: Eric Sanderson



 
Connecticut



Belden Hill Partners
707 Summer Street, Suite 430
Stamford, CT 06901

Contact: James Murphy



de Visscher & Co.
2 Greenwich Office Park
Greenwich, CT 06831

Contact: François M. de Visscher



GenSpring Family Offices
4 Greenwich Office Park
Greenwich, CT  06831

Contact: David Herritt



Lansberg, Gersick & Associates, LLC
100 Whitney Ave.
New Haven, CT 06510-1282

Contact: Ivan Lansberg



 
Delaware



Wilmington Trust
1100 N. Market St.
Wilmington, DE 19890

Contact: Al Behar




District of Columbia



The Family Business Consulting Group
Washington, D.C. 20007

Contact: Gregory Greenleaf


 
Florida



55 Fidelius Family Office
301 W Hallandale Beach Blvd.
Hallandale, FL 33009

Contact: Rodolfo Paiz

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: Willem Hattink


 
Georgia



Corporate Finance Associates Worldwide
5871 Glenridge Dr. NE, Suite 380
Atlanta, GA 30328

Contact: David Sinyard
Social Media: LinkedIn

Description: 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



The Family Business Consulting Group
Marietta, GA 30062

Contact: Craig Aronoff




Idaho



The Family Business Consulting Group
Boise, ID 83702

Contact: Stephen McClure



Illinois



Delaware Place Advisory Services, LLC
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



Family Office Exchange
100 South Wacker Drive, Suite 800
Chicago, Illinois 60606

Contact: Alexandre Monnier



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



Invantage Advising
1454 W. Farragut
Chicago, IL 60640

Contact: Prudence Gourguechon
Social Media: LinkedIn, Blog, Twitter, Facebook

Description: 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



Mack International, LLC
1100 N. Lake Shore Drive, Suite 28B
Chicago, IL 60611

Contact: Linda C. Mack



Rockefeller Philanthropy Advisors
70 West Madison Street, Suite 1901
Chicago, IL 60602

Contact: Mae Hong



SVA Value Accelerators LLC
115 South Lasalle St., Suite 2600
Chicago, IL 60603

Contact: Barry Goodman
LinkedIn: Barry Goodman

Description: Consultants to business owning families to achieve a successful transition of their business enterprise to the next generation or third party.

Areas of Specialization: Board of Directors, Capital & Liquidity, Family Business Education, Family Meetings & Council, Financial Planning, Governance, Mergers & Acquisitions, Ownership Structure, Strategic & Business Planning, Succession & Continuity.

Other Areas of Specialization: Value Enhancement and Value Creation, Family Business Health.



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

Contact: Kristi Daeda


 
Indiana



The Family Business Consulting Group
Ft. Wayne, IN 46815

Contact: Christopher Eckrich


 
Kansas



Legasus Group LC
121 N. Mead, Suite 109
Wichita, KS 67202

Contact: Clemens Ast

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


 
Kentucky



Mountjoy Chilton Medley LLP
462 S. 4th St., Suite 2600
Lousiville 40202

Contact: Kathleen Hoye



Maryland



Bethesda Family Therapy
4933 Auburn Ave., Suite 202
Bethesda, MD 20814

Contact: Mariana Martinez
LinkedIn: Mariana Martinez

Description: By applying family systems theory, my firm assists family leaders in making decisions on wealth management, estate planning, wealth transfer, non-mate.

Areas of Specialization: Children/Sibling Rivalry, Communication, Culture & Family Dynamics, Family Systems, Governance, Legacy, Succession & Continuity.

Other Areas of Specialization: Bowen Family Systems Theory



TriBridge Partners, LLC
1 E. Pratt St., Suite 902
Baltimore, MD 21202

Contact: David Morris


 
Massachusetts



Burns & Levinson LLP
125 Summer Street
Boston, MA 02110  

Contact: Brian Bixby



Cambridge Advisors to Family Enterprise
1 Main Street, 13th Floor
Cambridge, MA 02142  

Contact: Andrew Hier



CFAR
31 St. James Avenue, Suite 802
Boston, MA 02116

Contact: Debbie Bing



Continuity Family Business Consulting
Boston, MA

Contact: Doug Baumoel & Blair Trippe
Facebook: Continuity
LinkedIn: Continuity
Twitter: Continuity
Blog: Continuity
Other Social Networks: Continuity YouTube

Summary: Helping enterprising families build connected and productive futures: navigate conflict, plan for succession, develop leaders and effective governance.

Area 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



Erskine & Erskine LLC
30 Highland St.
Worcester, MA 01609

Contact: Matthew F. Erskine
Facebook: Matthew Erskine
LinkedIn: Matthew Erskine
Blog: www.erskineco.com

Summary: Fourth generation of attorneys providing estate planning and family office services to owners of unique assets.

Area of Specialization: Estate & Tax Planning, Family Office, Family Systems, Leadership, Legacy, Strategic & Business Planning, Succession & Continuity.

Other Areas of Specialization: Management of artwork and other collections, Philanthropy, Eldercare.



GenSpring Family Offices
Boston, MA 02111

Contact: Daisy Medici



Hemenway & Barnes LLP
75 State Street, 16th Floor
Boston, MA 02109 

Contact: Mark Elefante



John G. Wofford, Esq., Mediator and Arbitrator
13 Cottage St
Cambridge, MA 02139

Contact: John Wofford



Reframing Wealth
1731 Beacon St.
Brookline, MA 02445-4325

Contact: Joanie Bronfman



U.S. Trust Family Office
Boston, MA 02110

Contact: Carrie R. Seligman



The Family Business Consulting Group
Framingham, MA 01702

Contact: David Karofsky


 
Michigan



The Family Business Consulting Group
Grand Rapids, MI 49503

Contact: Joe Schmieder


Kalamazoo, MI 49008

Contacts:
Michael L. Fassler
Barbara Dartt


 
Minnesota



Ascent Private Capital Management of U.S. Bank
800 Nicollet Mall, 24th Floor
Minneapolis, MN 55402

Contact: James Linnett



Clere Consulting
100 S. Fifth Street, Suite 1900
Minneapolis, MN

Contact: Samuel Dresser



New Jersey



The Family Business Consulting Group
Madison, NJ 07940

Contact: Anne Hargrave



Attorneys for Family Held Enterprises
P.O. Box 518
Mt. Laurel, NJ 08054

Contact: Denise Neff Dowing



Relative Solutions, LLC
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



Crystal & Company
Financial Sq.
32 Old Slip, 18th Floor
New York, NY 10005

Contact: Linda Bourn



Family Office Exchange
400 Park Ave., Suite 1620
New York, NY 10022

Contact: Sandra Ditore



FTI Consulting, Inc.
750 3rd Ave.
New York, NY 10017

Contact: Mark Rubin



Marsh Private Client Services
1166 Avenue of the Americas
New York, NY 10036

Contact: Tiffany Roberts-Effros



Rimôn PC
245 Park Avenue, 39th Floor
New York, NY 10167

Contact: Roy P. Kozupsky
LinkedIn: Roy Kozupsky

Areas of Specialization: Estate & Tax Planning, Ownership Structure, Strategic & Business Planning, Succession & Continuity.

Other Areas of Specialization: Philanthropic planning for family foundations.



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



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




Ohio



GPS: Generation Planning Strategies
4010 W. Ash Lane
Orange Village, OH 44122

Contact: Kathy Overbeke

Description: 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 Meetings & Council, Family Systems, Leadership, Legacy, Strategic & Business Planning, Succession & Continuity


 
Oregon



Clere Consulting
6924 NE Alameda
Portland, OR 97213

Contact: Douglas Lyons



Pennsylvania



CFAR
4 Penn Center
1600 JFK Blvd., Suite 600
Philadelphia, PA  19103

Contact: Cathy Brundage



Delaware Valley Family Business Center
340 North Main Street
Telford, PA 18969

Contact: Sally Derstine



Pitcairn
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



PNC Asset Management Group
1600 Market Street, Floor 29
Philadelphia, PA 19103

Contact: Mindy Rosenthal



 
South Carolina



Reece & Associates, PA
800 East Washington Street, Suite C
Greenville, SC 29601

Contact: Ronald Reece

Description: Family Business Consulting

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


 
Texas



Exaudi Family Business Consulting
18023 Fossilwood Dr.
Cypress, TX 77429

Contact: Guillermo Salazar



Morgan, Lewis & Bokius LLP
1717 Main St., Suite 3200
Dallas, TX  75201

Contact: John Kober



REGENERATION
3811 Turtle Creek Blvd., #300
Dallas, TX 75219

Contact: Elle Hansen



The Family Business Consulting Group
San Antonio, TX 78278

Contact: Otis Baskin



Wisconsin




Strategic Solutions Consulting
2 Systems Dr.
Appleton, WI 54914

Contact: Shipra Seefeldt



The Family Business Consulting Group
Madison, WI 53705

Contact: Deb H. Houden




Wyoming



Gallatin Wealth Management, LLC
P.O. Box 1226
Jackson, WY 83001

Contact: Laurent Roux

Description: Family Wealth Advisory Consultancy

Areas of Specialization: Family Meetings & Council, Family Office, Financial Planning, Governance, Investment Planning & Management, Leadership, Ownership Structure, Strategic & Business Planning, Succession & Continuity, Wealth Management.

Other Areas of Specialization: WY trust services




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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