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Alliant Private Client

Family Businesses, Family Offices, Private Trust Companies


Financial education for the next generation of family business owners.

Baker Tilly Private Wealth

Enhancing and protecting the value of high-net-worth individuals, family offices and generational family-owned enterprises

Business Consulting Resources, Inc.

We know family : dynamics, conflict, governance, succession, business

Business Transition Services

Customized succession planning that fully considers your family goals and business growth.

Carter Morse & Goodrich

CMG is a specialty M&A advisory firm that works exclusively with family held businesses. We have been a trusted advisor to hundreds of business owners for more than 35 years.

CFAR, Inc.

CFAR knows family businesses. We appreciate and admire the special character of these enterprises - the attributes that contribute to their longevity, and those that can get in their way.  For close to 40 years, we've helped clients meet their future with innovative plans for strategy, succession, governance and organizational development, keeping the best of their culture intact.


Based in Georgia, we help family businesses, multi-generational families and privately held businesses plan for, navigate and overome challenges in areas such as:*  Long-Term Business Strategy and Planning*  Organizational and Team Effectiveness*  Next Generation Leadership Development*  Family Communication and Governance

CJN Advisors

CJN Advisors provides guidance for family-owned businesses to improve governance and enhance transitions. Services include:*  Developing sound governance*  Planning for generational transitions*  Strengthening business infrastructure and board progression* Supporting company sale or acquisition*  Expanding cash flow, profits, growth, and more  

Compass Point Consulting LLC

Successful BusinessesAligned OwnershipStronger FamiliesOur Six Pilar Family Business Framework meets business owners wherre they are.

Continuity Family Business Consulting

We help families improve decision making, maximize potential and achieve continuity.

Delaware Valley Family Business Center

For over 35 years, our team of seasoned advisors is honored to support the upward spiral of growth in families and their enterprises.Customized Advising | Peer Groups | Education