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Relative Solutions

Our multigenerational team guides families who share assets through the difficult questions that emerge from the risks and opportunities that impact their lives together.

The Family Business Center at Loyola University, Chicago's Quinlan School of Business

Institutes: Next Generation, Stewardship/Shareholder and Governance, LegacyWe help families navigate family and business

The Family Business Consulting Group, Inc.

For over 25 years, we have had the honor of serving over 2,700 client families in 70 countries with one mission: Helping Family Businesses Prosper Across Generations

The Haverford Trust Company

Haverford Trust has prospered for more than 40 years in a finance industry dominated by giants through our passion and adaptability. Our Quality Investing philosophy provides our clients with the right mix of stability and growth across the market cycle.

The Transition Strategists

Family & Private Business Succession Planning

The University of Chicago - Booth School of Business

Programs: Private Wealth Management For Individuals and Families | Wealth Planning Essentials

TKO Miller

TKO Miller is an independent, advisory-focused, middle-market investment bank. With over 130 years of collective transaction experience, TKO Miller provides merger and acquisition advisory services to middle-market companies nationwide, with a focus on family and found-held businesses.