Family Business Links

CFG Business Solutions specializes in succession planning and executive compensation strategies, two critical areas necessary to the success and continuity of a company.  Our clients are private and publicly-held companies, often family-owned and controlled, as well as not-for-profit organizations.

http://www.cfgllc.com/

Marsh Financial Services offers innovative key-person, business continuation, and executive benefit programs, as well as planning and wealth preservation solutions for affluent individuals.

http://www.keyexec.com

The U.S. Trust Corporation is one if America's oldest investment management and trust companies. Founded on Wall Street in1853, U.S. Trust's earliest clients were entrepreneurs - railroad barons, merchants, shipbuilders, industrialists - and the corporations they created. Later, we helped their heirs preserve the wealth these pioneers built.

http://www.ustrust.com

Financial consultants, investment bankers and private equity services for family owned and closely held companies.

http://www.devisscher.com/

Founded in New York City in 1939, Management Planning, Inc. (MPI) has been located in Princeton, New Jersey since 1952.   Originally established to provide valuation services to privately held companies, MPI is today a full service valuation firm, serving both private and public companies.

http://www.mpival.com

The Family Firm Institute (FFI) is an international professional membership organization dedicated to providing interdisciplinary education and networking opportunities for family business advisors, consultants, educators, and researchers and to raising public awareness about trends and developments in the family business field.

http://www.ffi.org

Transition Dynamics, Inc. (TDI)

TDI provides transition management products and services to multi-generational business families, universities, foundations, volunteer organizations and professional and trade associations.

http://www.transitiondynamicsinc.com

Mellon is a nationally recognized leader in investment and wealth management for individuals, families, family offices, charitable gift programs, endowments and foundations.

Our goal is simple: to help each client do better.

Http://www.mellonprivatewealth.com

The Roseview Group advises entrepreneurs and entrepreneurial families of middle market companies navigating organizational growth, change, continuity planning and capital market events. We provide rare perspective and depth of expertise derived from having spent the bulk of our professional lives as principals of large operating companies, leading them successfully through the complex challenges of growth and transition.

Http://www.roseview.com

Tatum is the largest and fastest-growing executive services and consulting firm in the United States helping companies in transition to accelerate business success and create more value.™

Http://www.tatumllc.com

Tarlow, Breed, Hart & Rodgers, P.C. is a full service law firm with clients throughout New England. We provide large businesses, small businesses and individuals with sophisticated legal counsel in the following practice areas: Corporate Law and Financial Transactions, Litigation and Dispute Resolution, Estate Planning, Business Succession Planning, Taxation, Real Estate, Intellectual Property, Environmental Law, Municipal Law, and Insolvency Law. The firm is unique in its ability to provide comprehensive and high quality legal services normally associated with significantly larger firms but in a more cost-effective manner.

Http://tbhr-law.com/

Marsh, the world's leading risk and insurance services firm, has 26,000 employees and annual revenues approaching $5 billion. The firm provides advice and transactional capabilities to clients in over 100 countries. We provide global risk management, risk consulting, insurance broking, financial solutions, and insurance program management services for businesses, public entities, associations, professional services organizations, and private clients in over 100 countries. 

Http://www.marsh.com