Our Partners
Commercial Bank of California
Commercial Bank of California (CBC) is a full-service bank and diversified financial services company that supports the business and professional communities of Los Angeles and Orange counties. CBC is recognized as a BauerFinancial, Inc. “Four-Star Excellent Bank” for its financial strength and stability, and provides the financial expertise of a major bank while maintaining a commitment to personalized service and strong relationships.
Commercial Bank of California is setting itself apart from other business banks in Southern California. CBC was founded by entrepreneurs for entrepreneurs, and is a trusted partner to our clients. The CBC team is driven by a dedication to innovation, and delivers transformative financial products that enable entrepreneurs and business leaders to leverage our solutions to not only help their businesses grow, but to achieve their dreams. Our relationship-based approach and private bank status yields opportunities for us to continue to build upon our foundation of empowerment. That empowerment also heavily supports our communities, future generations and our employees – who have generously earned CBC the honor of being named one of So Cal’s Best Places to Work in 2022 and 2023.
Lead Contact: Arshad Rokerya, Senior Vice President
Tel: (714) 482-2206
Northern Trust
Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families. For more than 130 years, our success has been anchored in one purpose: to serve as our clients’ most trusted financial partner, guarding and growing their assets as though they are our own. We earn their trust by staying true to our steadfast fiduciary heritage and providing differentiated, exceptional service tailored to each client’s specific needs. Our market-leading technological capabilities allow us to deliver the highest level of service to our clients with speed and precision.
Financial planning is complex when your business is the primary source of your wealth. Learn what strategies have helped other business owners meet both company and personal goals at each stage of their journeys. https://www.northerntrust.com/united-states/institute/segment/business-owner
Lead contact: Curt Biddulph, Senior Wealth Strategist
Tel: (949) 717-5580
Whittaker CPAs
Because we exclusively serve family-owned and closely held businesses, we understand that the decisions being made aren't just about the bottom line -- they're about preserving family harmony, protecting the brand and building a future for the next generation. That's why we don't just focus on fixing problems; we help create systems, structure and financial clarity that support both business success and family cohesion over the long term.
Lead Contact: Dan Whittaker, CPA
Tel: (562) 596-0109
Brown & Streza
Brown & Streza LLP is a law firm providing exceptional, integrated legal services in tax, estate, business, and charitable planning; mergers and acquisitions; business succession planning; trust and estate administration; and real estate. We serve families, businesses, entrepreneurs, investors, philanthropists, and charitable organizations. Our firm is known for combining caring service, deep expertise, innovative solutions, and a stable, professional team, while recognizing that life is about more than wealth.
Since 1975, our attorneys have helped bring order to complex legal and business matters through integrated tax and legal solutions for companies, organizations, families, and individuals throughout California and beyond. We are committed to serving the individual needs of our clients, staff, and professional advisors by investing in education and fostering long-term relationships built on loyalty and integrity.
Brown & Streza is recognized by respected legal ranking organizations including Chambers and Partners, Super Lawyers, Best Lawyers, and Best Law Firms, with many of our attorneys regularly honored for their professional achievements. We are also honored to have been recognized by the Orange County Register as a Top Workplace. These recognitions reflect the values that have guided our firm for decades—exceptional service, trusted counsel, and enduring relationships.
Lead Contact: Matt Brown, Partner
Tel: 949-453-2900
