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Lockton Companies

Lockton Companies is the largest family owned insurance agency in the world and the last family owned agency remaining in the top 20 insurance brokers. We specialize in helping families and their businesses with their property and casualty, workers compensation, employee benefits and personal programs.

Mercer Capital

Providing sophisticated financial services to family businesses.

Merion Advisory Group, LLC

Creating solutions to complex leadership challenges

Milestones Historical Consultants, LLC

Every successful business has a great story. What's yours?

Northern Edge Advisors LLC

Northern Edge is a boutique investment bank with a core focus on self-side financial advisory services for privately-owned businesses.Offices in Fort Worth, TX, Los Angeles, CA, and Toronto ON Canada

Oaklyn Consulting

Helping with family businesses' most complex transactions: mergers, acquisitions, succession.

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


A true family office and leader in helping families and single family offices navigate the challenges and opportunities created by the interplay of family and financial dymanics. Our Wealth Momentum service model provides investment advice, estate, tax and philanthropic planning, fiduciary services, wealth administration, and customized family learning. 

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!

Prairie Family Business Association

We help family businesses thrive through generations.

PwC Family Enterprises

Supporting your legacy for more than 170 years.


Family Business Consulting