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Alliant Private Client

Family Businesses, Family Offices, Private Trust Companies

Baker Tilly Private Wealth

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

Business Consulting Resources, Inc.

We know family : dynamics, conflict, governance, succession, business

Carter Morse & Goodrich

CMG is a specialty M&A advisory firm that works exclusively with family held businesses. We have been a trusted advisor to hundreds of business owners for more than 35 years.

CFAR, Inc.

CFAR knows family businesses. We appreciate and admire the special character of these enterprises - the attributes that contribute to their longevity, and those that can get in their way.  For close to 40 years, we've helped clients meet their future with innovative plans for strategy, succession, governance and organizational development, keeping the best of their culture intact.


CircleMakers specializes in helping family businesses, multi-generational family enterprises and privately held businesses plan-for, navigate and overcome challenges in areas such as:*  Enhancing Culture, Governance and Communication*  Leadership Development in the Next Generation*  Exit Strategy and Transition Planning

CJN Advisors

CJN Advisors provides guidance for family-owned businesses to improve governance and enhance transitions. Services include:*  Developing sound governance*  Preparing for transitions*  Improving business infrastructure and board progression*  Enhancing education and engagement for next generation*  Expanding cash flow, profits, growth, financing, and more  

Compass Point Consulting LLC

Successful BusinessesAligned OwnershipStronger FamiliesOur Six Pilar Family Business Framework meets business owners wherre they are.

Continuity Family Business Consulting

Building generations of business success and family strength.

Delaware Valley Family Business Center

Attending to the soul and success of business families for over 30 years through education, peer groups, and customized consulting.

Dennis T. Jaffe, Ph.D.

Senior Research Fellow, BanyanGlobalFamily Business Advisors.Follow my blog on Forbes Leadership Channel, http// 

Egwele & Company

"Boutique investment bank providing big firm expertise at exceptional value"