The Center for Family Business is sponsored by the following firms, whom we thank for their support and active participation:
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship. U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. As part of Bank of America, U.S. Trust can provide access to a broad range of banking solutions for individuals and businesses, and an extensive retail banking platform. To learn more about how U.S. Trust can serve you and your family please contact Ken Russell, Managing Director at (203) 752-4813.
Bank of America is one of the world's largest financial institutions, serving individual consumers, small businesses, middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 49 million consumer and small business relationships with approximately 5,100 retail banking offices, and award-winning online banking with 30 million active users and more than 15 million mobile users. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. For more information please contact Steven Solecki, Senior Vice President at (203) 752-4860.
Marcum LLP is one of the largest independent public accounting and advisory services firms in the United States. Ranked #15 nationally, Marcum LLP offers the resources of 1,300 professionals, including over 160 partners, in 23 offices throughout the U.S., Grand Cayman and China. Headquartered in New York City, the Firm's presence runs deep, with full-service offices strategically located in major business markets. Marcum LLP is a member of the Marcum Group, an organization providing a comprehensive range of professional services spanning accounting and advisory, technology solutions, wealth management, and executive and professional recruiting. For more information, Barry Fischman can be reached at 203-401-2110 or Walter Jackson at 617-559-4530.
Wiggin & Dana LLP, 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.
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.
Gowrie Group, Connecticut’s largest and most prestigious independent insurance agency, provides insurance, benefits, and financial services to individuals and businesses throughout the US, and specializes in customized business, home, auto, and marine insurance solutions. Gowrie's 100+ dedicated professionals are primarily located in the company's main offices in Westbrook CT, Darien CT, and Newport RI. For more information about Gowrie Group: www.gowrie.com, email@example.com, or 800.262.8911, ask for Ed Gumbrecht or Chris Brodeur.
Meritage provides retirement and investment planning services to individuals, families, and privately-owned businesses. Learn more at: www.meritagefinancialstrategies.com. Brett Wentzell can be reached at 860-678-2920.