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Company Type: Optimized

Baker Tilly Family Business Strategy Group

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.

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.