Member Directory Our mission is to be a welcoming community of professionals from various disciplines focused on serving family businesses professionals. Keywords: Advanced Search Business Consulting (non-financial) Benefits/Compensation Human Resources (HR) Marketing/Bus. Dev. Sales Strategic/Business Planning Succession/Exit Planning Family/Individual Consulting Coach/Mentor Family Dynamics Family Office Family Succession/Exit Planning Governance Leadership Development Philanthropy Financial Accounting/CPA/Bookkeeping Banker/Lender Business Broker/Mergers & Acquisitions CFO Financial Planner/investment Manager Insurance/Risk Management Trust Officer General Health Care Care Management Long Term Care Medical Legal Business/Business Formation Elder/Family Law Estate/Estate Planning Tax Real Estate Andreini, Elizabeth Andreini, Elizabeth Title(s) President Company Name Accelerate-Marketing Business Email elizabeth@accelerate-marketing.com Business Category General Avery, Laura Avery, Laura Title(s) Manager, Tax Practice Company Name Bader Martin Business Email lavery@badermartin.com Business Category General Bitterman, Heidi Bitterman, Heidi Title(s) Vice President, Client Advisor Company Name Whittier Trust Company Business Email hbitterman@whittiertrust.com Bocinsky, James Bocinsky, James Title(s) Vice President Company Name Bernstein Private Wealth Business Email james.bocinsky@bernstein.com Business Category Financial, Financial Planner/investment Manager Bonner, Dr. Julie Bonner, Dr. Julie Title(s) Founder Company Name Coeurbridge, LLC Business Email jrbonner10@gmail.com Bonner, Julie Bonner, Julie Company Name Coeurbridge LLC Business Email julie@coeurbridge.com Bowser, Carol Bowser, Carol Title(s) President Company Name Conflict Management Strategies Business Email cb@managingconflict.com Buhler, Frank Buhler, Frank Title(s) Principal Company Name Zachary Scott & Co. Business Email fbuhler@zacharyscott.com Business Category Banker/Lender, Financial Burger, Robert Burger, Robert Company Name B2B CFO Business Email robertburger@b2bcfo.com Campbell, Van Campbell, Van Title(s) Principal Company Name Van Campbell CFO Business Email van@vcampbellcfo.com Business Category Business Consulting (non-financial), CFO, Financial, Strategic/Business Planning, Succession/Exit Planning Next →
