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Company Type: Optimized

Baker Tilly Private Wealth

Enhancing and protecting the value of high-net-worth individuals, family offices and generational family-owned enterprises

Continuity Family Business Consulting

We help families improve decision making, maximize potential and achieve continuity.

EY Family Enterprise

Our services span the following four key areas to support your growth, development and long-term ownership goals:*  Shareholder Liquidity*  Generational Transition*  Business Growth* Company Capitalization

Patteson Wealth Management Group at Morgan Stanley Private Wealth Management

Tailored wealth planning strategies for entrepreneurs, business owners and families with significant wealth.Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith-Barney LLC, Member SIPC

Positively People

Positively People is a family business committed to the success of your family business! We focus on family enterprise continuity planning and governance, communication and conflict strategies, family cohesion and team building, executive and NexGen development, and more. What makes us different? We bring a family mindset to every experience because we are family. Let's talk!

WillKate Family Enterprise Office

Guiding families through the complexities and competing needs of families in business and shared wealth.