TRUSTED ADVISOR DIRECTORY
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Ali Azim
Company: e2E, LLC
Expertise: Fractional CFO
Country: United States
State: Illinois
City: Winnetka
University: Indiana University Bloomington
How I Work with Family Businesses: Our firm, e2E, LLC; provides outsourced accounting and HR solutions to family businesses, foundations, family offices & SMBs
Allen Esrock
Company: NxtGen Nexus
Expertise: Accounting
Country: United States
State: CA
City: Los Angeles
University: Indiana University Bloomington
How I Work with Family Businesses: NxtGen Nexus is a local/global community that supports the next generation of family business owners.
Art Stewart
Company: Strategic Impact Partners
Expertise: Management Consulting
Country: United States
State: Pennsylvania
City: Wayne
University: Georgetown University
How I Work with Family Businesses: We help drive greater success for the new breed of family business leaders across the industry and organization spectrum.
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Barbara Quinn
Company: 22c Partners Inc.
Expertise: Human Resources
Country: Canada
State: British Columbia
City: Victoria
University: University of Toronto
How I Work with Family Businesses: I've worked with family business owners for many years on many sticky complicated HR issues.
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Ben Phillips
Company: PIMCO
Expertise: Banking & Finance
Country: United States
State: California
City: Newport Beach
University: University of Missouri, Columbia
How I Work with Family Businesses: Collaborate on asset allocation, family office structuring, UHNW wealth planning, and family office investments.
Bill Harris
Company: NKSFB, LLC
Expertise: Accounting
Country: United States
State: California
City: Los Angeles
University: CSUN
How I Work with Family Businesses: We are the back office handling the accounting and tax, overseeing Insurance, investments and other areas of financial risk.
David Herman
Company: Diamond Capital Advisors
Expertise: Investment Banking
Country: United States
State: California
City: Los Angeles
University: Washington University in St. Louis
Doug Gray
Company: Action Learning Associates
Expertise: Management Consulting
Country: United States
State: Tennessee
City: Franklin
University: Chicago School of Professional Psychology
How I Work with Family Businesses: I help business leaders accelerate their succession planning and legacy goals, with less conflict or confusion.
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Dr. Ronit Lami
Company: Dr Ronit Lami
Expertise: Family Dynamics
Country: United States
State: California
City: Beverly Hills
University: London University
How I Work with Family Businesses: Help families with relationships, communication, improve performance, conflicts, succession & successful wealth transfer.
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Emily Bouchard
Company: Meaning Beyond Money
Expertise: Family Dynamics
Country: United States
State: California
City: Placerville
University: University of Pennsylvania
Heath Goldman
Company: ICON Wealth & Legacy Partners
Expertise: Insurance
Country: United States
State: California
City: Los Angeles County
University: University of Arizona
How I Work with Family Businesses: As their Financial Architect, I help business owners/real estate entrepreneurs save money and create a lasting legacy
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James Watson
Company: Sales Catapult
Expertise: Fractional Sales
Country: United States
State: California
City: Redondo Beach
University: University of California, Los Angeles UCLA
Jason Ma
Company: ThreeEQ
Expertise: Family Dynamics
Country: United States
State: California
City: Palo Alto
University: UC Berkeley College of Engineering
How I Work with Family Businesses: As an award-winning Chief Mentor and sought-after Speaker, I prepare Next Gen leaders for greatness and enhance legacies.
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Jean Santos
Company: BCR, Inc.
Expertise: Family Dynamics
Country: United States
State: Hawaii
City: Honolulu
University: University of Hawaii at Manoa
How I Work with Family Businesses: BCR helps family-owned businesses align values with goals, ensuring smooth transitions, growth, and long-term success.
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Jessica Hawthorne-Castro
Company: Hawthorne Advertising
Expertise: Marketing Services
Country: United States
State: California
City: Los Angeles
University: University of California, Los Angeles UCLA
How I Work with Family Businesses: Hawthorne Advertising, an award-winning technology-based advertising agency analytics and accountable brand campaigns.
Jill Hofmans
Company: Conway Center for Family Business
Expertise: Family Business Center Director
Country: United States
State: Ohio
City: Columbus
University: Pitzer College; San Diego State University
John Samuelson
Company: Karas Partners
Expertise: Wealth Management
Country: United States
State: California
City: Newport Beach
University: UCI/MIT -AI
John Zabukovec
Company: ERA Group
Expertise: Management Consulting
Country: United States
State: California
City: Long Beach
University: UCLA Anderson School of Management
How I Work with Family Businesses: ERA Group is a global cost reduction firm that helps businesses find incremental cash flow to accomplish their objectives.
John Churchward
Company: Avia Equities
Expertise: Private Equity
Country: United States
State: California
City: Los Angeles
University: Brown University
How I Work with Family Businesses: We specialize in multifamily real estate investments and generate tax-efficient passive income for investors.
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Jonathan Goldhill
Company: Goldhill Group
Expertise: Management Consulting
Country: United States
State: California
City: Los Angeles
University: University of Southern California (USC)
Justin Smith
Company: Jim Walcott Family Enterprise Center
Expertise: Educator
Country: United States
State: Arkansas
City: Fort Smith
University: University of Arkansas Fayetteville
Keith Conley
Company: Wealth Teams Alliance
Expertise: Wealth Management
Country: United States
State: California
City: Irvine
University: Indiana Wesleyan University
How I Work with Family Businesses: We are a boutique registered investment advisory firm. We also have a wonderful insurance agency, BTA Group.
Keri Ohlrich, PhD
Company: Abbracci Group
Expertise: Human Resources
Country: United States
State: California
City: Los Angeles
University: Fielding Graduate University
How I Work with Family Businesses: We work with family businesses in a variety of areas: Coaching, Fractional HR, HR Diagnostics, Strategic Talent Planning.
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Kevin Berson
Company: Kinected Advisors
Expertise: Investment Banking
Country: United States
State: California
City: Encino
University: UCLA Undergrad / MBA from USC
How I Work with Family Businesses: Kinected was founded in 2014 to help family businesses sell for maximum value. We also work closely to help them prepare.
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Kresimir Peharda
Company: BizEx
Expertise: Investment Banking
Country: United States
State: California
City: Los Angeles
University: Harvard University
How I Work with Family Businesses: I am a M&A advisor and business broker who helps owners sell their businesses. Businesses from $2M to $30M in revenues.
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Kyler Gilbert
Company: Business Consulting Resources
Expertise: Family Dynamics
Country: United States
State: California
City: Los Angeles
University: UCLA Anderson School of Management
How I Work with Family Businesses: BCR helps family-owned businesses align values with goals, ensuring smooth transitions, growth, and long-term success.
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Lisa Anderson
Company: LMA Consulting Group, Inc.
Expertise: Management Consulting
Country: United States
State: California
City: Claremont
University: Cal State Fullerton (MBA); UNC-CH (BA)
How I Work with Family Businesses: Consulting for manufacturers on planning and supply chain transformation and use of ERP system and related technologies.
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Mark Rudolph
Company: CSuite Financial Partners
Expertise: Fractional CFO
Country: United States
State: California
City: Los Angeles
University: University of Illinois at Urbana-Champaign; UCLA
How I Work with Family Businesses: I have worked with family businesses through CSuite Financial Partners as a fractional CFO and on finance projects.
Mark Shiller
Company: Certus Legal Group, Ltd.
Expertise: Attorney - Trusts & Estates
Country: United States
State: Wisconsin
City: Milwaukee
University: University of Michigan-Ann Arbor
Mark Jaffe
Company: Strategic Growth Consulting
Expertise: Management Consulting
Country: United States
State: California
City: Santa Monica
University: USC
How I Work with Family Businesses: Mark Jaffe is a revenue growth strategist. He develops innovative growth strategies that work and propel businesses to thrive
Melissa Ortiz
Company: Activate Human Capital Group
Expertise: Human Resources
Country: United States
State: California
City: Colusa
University: Texas A&M University
How I Work with Family Businesses: We help family businesses align roles, resolve conflicts, and foster collaboration with proven tools and firsthand experience
Michael Wegge
Company: Independent Capital Management
Expertise: Wealth Management
Country: United States
State: California
City: Los Angeles
University: University of Southern California (USC)
How I Work with Family Businesses: Our practice was born from 3 generations of family businesses in the auto industry to be helpful with no obligation.
Michael Shane Stephens
Company: Curated Global Travel
Expertise: Other Services
Country: United States
State: California
City: Beverly Hills
University: University of Southern California (USC)
How I Work with Family Businesses: Luxury travel concierge for family offices & executives, delivering white-glove, bespoke, ultra-exclusive travel experiences.
Mike Spear
Company: Altruous
Expertise: Philanthropy
Country: United States
State: California
City: San Diego
University: UCLA
How I Work with Family Businesses: We help family businesses drive greater impact and efficiency through their philanthropy.
Mike Alves
Company: Vida Private Wealth
Expertise: Wealth Management
Country: United States
State: California
City: Pasadena
University: University of California, Riverside
How I Work with Family Businesses: I wanted to make a difference in other people's lives, which ultimately lead to founding Vida Private Wealth.
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Mike Schmitt
Company: The Rubra Group, LLC
Expertise: Management Consulting
Country: United States
State: California
City: Santa Ana
University: Cal Poly San Luis Obispo / Pepperdine University
How I Work with Family Businesses: I work with multigenerational families on creating and maintaining their succession plans throughout North America.
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Pat Kramer
Company: Writer For Hire
Expertise: Family Business Storytelling
Country: United States
State: California
City: Sunland
University: Emerson College
How I Work with Family Businesses: I specialize in writing family business stories and memoirs that reflect the joys and hardships of family businesses.
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Raj Aujla
Company: Aujla Legal
Expertise: Attorney - Trusts & Estates
Country: United States
State: California
City: Pasadena
University: University of California, Irvine; Santa Clara University, SOL
How I Work with Family Businesses: I help families and family-owned businesses plan for the unexpected by creating a comprehensive estate plan.
Richard Myerson
Company: Framework Insurance & Financial Solutions, LLC
Expertise: Insurance
Country: United States
State: California
City: Los Angeles
University: University of Cape Town
Richard Wolkowitz
Company: Xylogenesis | Family Office Advsiory
Expertise: Other Services
Country: United States
State: Missouri
City: St. Louis
University: Georgetown University
Rishi Sharma
Company: NextGen Growth Partners
Expertise:
Country: United States
State: Los Angeles/California/United States
City: Los Angeles
University: UCLA
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Tauli Anderson
Company: TA Production LLC
Expertise: Video
Country: United States
State: California
City: Newport Beach
University: University Of Nevada, Reno
How I Work with Family Businesses: I create video content for a range of businesses. I am here to help families show off their business through a camera lens.
Tim Schultz
Company: LeadershipOne
Expertise: Management Consulting
Country: United States
State: California
City: San Diego County
University: Drucker School pf Management
Tony De La Rosa
Company: UBS Private Wealth Management
Expertise: Wealth Management
Country: United States
State: California
City: Century City
University: University of California, Santa Cruz