Our Partners (OC)

AUCTORIS [Latin]: Originators, architects, doers; those who give things completeness and efficient form.

For more than three decades, the team at AUCTORIS has provided strategies for preserving clients’ wealth and business assets and assisted them in acquiring quality life insurance products. Our team has over 200 cumulative years of experience and knowledge with specialization in the areas of tax law, accounting and plan modeling. We practice values based integrated wealth and business succession planning. We assist our clients in being the author or “auctors” of their own succession plan in order to preserve their personal and business assets for future generations. We also take care to prepare the heirs of those assets for what will be inherited. We are relationship driven and take pride in developing confidential, personalized and innovative succession solutions. Our process has assisted several hundred individuals and businesses achieve clarity of purpose and focus in their vision and values. We facilitate our clients’ dreams of conserving their life’s work and directing it to those family, business members or charities they wish to benefit. AUCTORIS is headquartered in Colorado with offices in Texas and Arizona. Our clients live in over 22 States nationally and several Countries internationally.
Contact Richard, Bill or Frances at 303-740-8001 or visit www.auctoris.com.

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

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

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 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 or visit the Ferruzzo & Ferruzzo website.

HKA, Inc. Public Relations is an award-winning public relations agency, based in Orange County, Calif. Our clients, drawn from many different industries, engage our services to enhance their reputations, promote their products and services, and tell their stories effectively to the audiences they most care about. Experienced (25 years in business) and dedicated, we are best known for two key characteristics: personalized service and results. HKA enjoys a stellar reputation of generating invaluable top-tier media exposure for clients. Contact Hilary Kaye at 714-426-0444; hilary@hkamarcom.com, Robyn Williams at robyn@hkamarcom.com or visit HKA website

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.