Our Partners

Travis Trask
Travis Trask
Barney & Barney Logo
Barney & Barney Whether you run a multi-national corporation, need group benefits for your business, or want to protect your home, Barney & Barney has the insurance solution for you. We have been providing premier insurance, risk management and employee benefits solutions since 1909. With offices in San Diego, Orange County and the Bay Area, we offer a full range of services and coverages for both businesses and individuals. Contact Travis Trask at 949-544-8471, travist@barneyandbarney.com or visit Barney & Barney website
Joe Hernandez
Joe Hernandez
City National Bank Logo
Los Angeles-based City National Corp. (NYSE: CYN) is the parent company of City National Bank. We offer a full complement of banking, trust and investment services through 74 offices, including 17 full-service regional centers in Southern California, the San Francisco Bay Area, Nevada and New York City.

Our company's 3,200 colleagues deliver specialized and highly personal service and complete financial solutions to entrepreneurs, professionals, their businesses and their families.

Contact Joe Hernandez, Senior Vice President at (949) 223-4045 or email: Joe.Hernandez@CNB.com
JoAnne Norton
JoAnne Norton
Family Business Consulting Group, Inc.
Dr. JoAnne Norton, a member of the Family Business Consulting Group, Inc®, understands the unique challenges that a family business faces. At FBCG we help both the family and the business. From Fortune 500 operations to smaller, closely held companies, we consult with family businesses around the world. We explore solutions for all business and family issues, decide on the best course of action, and implement plans that will help the family business succeed for generations. Call JoAnne at 714-273-9367, or visit the FBCG website at efamilybusiness.com

Ferruzzo & Ferruzzo Nancy
Nancy Ferruzzo
Ferruzzo & Ferruzzo Logo
Ferruzzo & Ferruzzo was founded almost thirty years ago and has consistently focused its practice on the representation of business entities and individual entrepreneurs. Our attorneys pride themselves on their ability to be flexible and efficient while maintaining personal relationships with their clients. The firm provides the breadth and depth of legal services typically required by business entities and their principals, including corporate work, business transactions, family business succession planning, tax advocacy and family law. The firm also has wide experience representing major shopping center landlords, real estate developers, and automobile dealerships. Call Nancy Ferruzzo at 949-608-6900.
McGladrey LLP: David Griffin
David Griffin
McGladrey LLP
About McGladrey LLP: We deliver global capabilities with the “local” touch that brings world-class assurance, tax and consulting expertise to our clients through enduring relationships built on genuine understanding and trust. With nearly 6,500 professionals and associates in more than 70 offices nationwide, McGladrey is the fifth largest U.S. provider of assurance, tax and consulting services. McGladrey is a proud supporter of the Center for Family Business and is pleased to mark its twelfth year as a partner. Contact David Griffin at 949-255-6543 or visit the McGladrey web site.


Curtis Abramson
Curtis Abramson
Moss Adams LLP
Moss Adams LLP: Helping you succeed means delivering solutions, not just services. And it means being trusted advisors, not just accountants. It’s a philosophy that guides us in everything we do.
Moss Adams provides accounting, tax, and consulting services to public and private middle-market enterprises in many different industries. Founded in 1913 and headquartered in Seattle, Moss Adams has 22 locations in the Western United States, including 4 offices in Southern California.
Contact Corinne Baughman, Orange County Partner at 949-221-4048 or Corinne.baughman@mossadams.com or Curtis Abramson, Los Angeles Partner at 310-481-1246 or Curtis.abramson@mossadams.com.
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