Sponsors

The Center for Family Business is sponsored by the following firms, whom we thank for their support and active participation:

Bailey Schaefer & Errato, LLC Certified Public Accountants, BSE is a certified public accounting firm servicing clients in accounting, auditing, business valuations, tax and estate planning.

BSE's clientele Includes those in manufacturing, wholesale, construction, professional services and retail. Their mission statement: "Through personal and dedicated service, we work in partnership with our clients for their continued success." For more information, contact Andy Errato at 203-481-1120.

Sequence Financial Group, LLC can analyze, recommend, implement and review products and programs that suit your financial goals. Our needs-based system approaches your particular circumstances on an individual basis -- we provide our diverse resources as a single source solution to your financial needs. We offer a full menu of financial products and services, including life and disability income insurance, long term care insurance, annuities, retirement plans, mutual funds, and investment advisory services.

For more information, contact Trung Trang at (203) 259-5575,
Or visit: www.sequencefinancial.com.

U.S. Trust is an investment management firm that specializes in providing financial services for affluent individuals, families, private foundations and non-profit organizations. Founded in 1853 by a group of financial pioneers, U.S. Trust’s primary focus is to enhance and preserve the wealth of our clients. Through the years, we have built an enviable reputation for superior performance, quality service and commitment to enduring client relationships. Our tradition of providing professional expertise with comprehensive trust and estate planning, investment management and private banking has met the financial goals of generations of affluent Americans and the institutions they create. For more information, contact Peter Decker at 860-313-7036.

  
Wiggin & Dana, one of the foremost law firms in Connecticut, offers a complete range of legal services, including total business and personal legal support to corporations and private firms and their principals and families. Wiggin & Dana prides itself on taking the time to understand each client's business, industry, needs and goals, thus providing Intelligent, practical, and cost-effective counsel to family businesses. For more Information, contact Len Leader at 203-363-7602.

Complete information

             
Daniel M. Smith & Associates has been serving clients since 1978 in the areas of personal Estate, Retirement, Special Needs and Long Term Care Planning. In the business arena, we provide the same services as above with the addition of Business Succession, 401(k) Planning and Executive Benefit Planning strategies. Our client relationships are embodied in three words...Trust, Integrity and Service. Dan Smith can be reached at 203-783-0755