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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

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

Mercer Capital

Providing sophisticated financial services to family businesses.