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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

CircleMakers

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

Continuity Family Business Consulting

Building generations of business success and family strength.

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

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

The Transition Strategists

Family & Private Business Succession Planning

WillKate Family Enterprise Office

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