The Center for Family Business is sponsored by the following firms, whom we thank for their support and active participation:
Bailey Murphy & Scarano Certified Public Accountants is a certified public accounting firm servicing clients in accounting, auditing, business valuations, tax and estate planning. Their 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.
Founded in 1989, GenSpring Family Offices is a leading wealth management firm for high net worth families. With over $20 billion in assets under advisement, GenSpring, including its affiliates GenSpring International, LLC and GenSpring Charleston, LLC, is trusted by more than 700 affluent families to oversee or manage important aspects of their financial lives. GenSpring is headquartered in Palm Beach Gardens, Florida and has 15 family offices in Atlanta, Charlotte, Charleston, Costa Mesa, Denver, Greenwich, New York City, Miami, Nashville, Orlando, Palm Beach, Phoenix, Tampa Bay, Sarasota, and Washington, DC. GenSpring was named 2008 Multi-Family Office of the Year by Institutional Investor, ranked #1 in Investment News magazine's 2010 Ranking of Independent Advisors and most recently ranked #1 on Forbes' 2010 list of Top Fee-Only Advisors. For more information on GenSpring Family Offices, visit us at www.genspring.com or contact Ken Russell at (203) 661 -6616.
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.
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, firstname.lastname@example.org, or 800.262.8911.
Meritage provides retirement and investment planning services to individuals, families, and privately-owned businesses.