Member Directory Our mission is to be a welcoming community of diverse professionals serving family businesses. Keywords: Advanced Search Business Consulting (non-financial) Benefits/Compensation Marketing/Bus. Dev. 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 MURPHY, MARIN MURPHY, MARIN Title(s) Director Client Services Company Name Freestone Capital Management Business Email mmurphy@freestonecapital.com Business Category Financial, Financial Planner/investment Manager nariya, nisha nariya, nisha Business Category Legal Nariya, nisha Nariya, nisha Title(s) Attorney Company Name Perkins Coie Business Email nnariya@perkinscoie.com Business Category Legal Nave, Dave Nave, Dave Title(s) Owner Company Name Dave Nave & Associates Business Email dave@davenave.com Business Category Coach/Mentor, Family/Individual Consulting Neal, Eli Neal, Eli Title(s) Principal Company Name 4 Corners Financial Forensics Business Email eneal@4cornersff.com Business Category Accounting/CPA/Bookkeeping, Business Broker/Mergers & Acquisitions, Business Consulting (non-financial), Business/Business Formation, Estate/Estate Planning, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Legal, Strategic/Business Planning, Succession/Exit Planning Credentials, Professional Designations CPA, ABV, CFF Nichols, Laurie Nichols, Laurie Title(s) Leadership, Succession & Transition Coach Company Name Succession Planning with Heart Business Email laurie@laurienichols.com Business Category Business Consulting (non-financial), Coach/Mentor, Family/Individual Consulting, Strategic/Business Planning, Succession/Exit Planning Credentials, Professional Designations RLP, CPC & ELI—MP nikolich, jessica nikolich, jessica Business Category Financial Pariser, Benjamin Pariser, Benjamin Title(s) Principal Company Name Restorical Research Business Email ben@restorical.com Business Category General Perrault, Sherry Perrault, Sherry Title(s) Senior Manager Company Name Baker Tilly Business Email sherry.perrault@bakertilly.com Business Category Accounting/CPA/Bookkeeping, Financial Peshtaz, Bareq Peshtaz, Bareq Title(s) Family Wealth Advisor, Financial Advisor Company Name Aistear Group at Morgan Stanley Business Category Financial ← Previous Next →
