The Center for Family Business is sponsored by the following firms, whom we thank
for their support and active participation:
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 or Michael Clear at 203-363-7675.
About Key Private Bank
Key Private Bank is a leading provider of wealth management solutions and advice to
high-net worth and ultra-high-net worth clients, including wealth advisory, investment
management, trust administration, customized credit, family office and private banking
services. Key's wealth management platform combines the market insights of advisors
located in each local market with a national team of wealth and investment strategists
to deliver proactive and personalized expertise and advice to clients. Advisors also
leverage partnerships with Key's business banking and capital markets teams to build
wealth plans tailored to meet each client’s specific need. Key Private Bank's wealth
management platform is delivered by more than 350 wealth professionals, located in
15 states across the United States. Key Private Bank has $37.4 billion in AUM and
$36 billion in AUA at March 31, 2017.
For more information, contact Bradley Hardy at 203-784-5051 or Carlos Salmon at 213-268-9495.
About KeyCorp/KeyBank
KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland,
Ohio, Key is one of the nation's largest bank-based financial services companies,
with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit,
lending, cash management, insurance, and investment services to individuals and businesses
in 15 states under the name KeyBank National Association through a network of more
than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of
sophisticated corporate and investment banking products, such as merger and acquisition
advice, public and private debt and equity, syndications, and derivatives to middle
market companies in selected industries throughout the United States under the KeyBanc
Capital Markets trade name. For more information, visit www.key.com/. KeyBank is Member FDIC.
Gowrie Group. Always on Watch.
Individuals and businesses whose protection cannot be compromised require a different approach to risk management. At Gowrie, our unique history has afforded us a deep understanding of complex risks. We offer some of the most comprehensive, cost-effective insurance, employee benefits, and financial services solutions available today.
When you work with Gowrie, you'll see how committed we are to keeping communication simple, providing expert advice, and delivering the creative and customized solutions you need. An approach that has instilled a sense of calm and confidence in our customers since 1974.
Our 175+ dedicated professionals – located in our primary offices in Westbrook CT, Darien CT, Marshfield MA, Annapolis MD, Boston MA, and Newport RI – stand ready to help you.
For more information, contact Tom Davidson at 860-399-3676 or Ed Gumbrecht at 860-399-5945.
Gowrie Group is one of the nation's Top–50 independent insurance agencies and the largest independent marine insurance group in the US.