Our Partners
EXCLUSIVE INSURANCE PARTNER
Adam Bowermaster
949-285-5307
Bowermaster & Associates is a 3rd generation, family-owned insurance brokerage firm that we established in 1954. We are a Certified Analytic Broker that specializes in insurance, risk management and health benefits for privately-held businesses across all industry sectors. We are California based and licensed nationally.
EXCLUSIVE BANKING PARTNER
Joe Hernandez
949-223-4045
Los Angeles-based City National Bank offers a full complement of banking, trust and investment services through 71 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis and Washington, D.C. Its 5,000 colleagues deliver highly personal service and complete financial solutions to entrepreneurs, professionals, their businesses and their families.
Through its subsidiaries, including City National Rochdale, LLC; City National Securities, Inc.; First American Equipment Finance, and other affiliated companies, City National also makes available wealth management, brokerage and leasing services among others.
On November 2, 2015, City National merged with Royal Bank of Canada. For more information about RBC, please see rbc.com.
EXCLUSIVE CATERING PARTNER
Colette Coffman and Duane Greenleaf
714-447-9190
Colette’s Catering & Events is a full-service catering company based in Orange County and serving all of Southern California. We handcraft menus, source locally and customize creative, delicious cuisines according to specific event needs, style and desires. We have a real passion for food, people and celebrations and pride ourselves in creating a memorable experience, one meal at a time.
EXCLUSIVE FAMILY BUSINESS CONSULTING PARTNER
Allie Taylor, Ph.D.
714-389-9318
Leveraging business psychology to reduce complexity, increase clarity, and drive results.
Orange Kiwi specializes in working with business owners to achieve success at the three most difficult points of organizational transition - scaling through growth barriers, selling the business, and engaging in family succession.
We guide successful family business owners through the exploration of 22 essential variables in 3 domains (business, money, and self) to design a pathway for achieving transition goals. This process provides an efficient approach to difficult conversations that few family business owners have experience navigating. Through exploration, analysis, and dialogue owners align expectations and gain clarity that results in greater control of their transition outcomes.
EXCLUSIVE TAX AND ACCOUNTING PARTNER
David Griffin
949-255-6543
About RSM: 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 8,000 professionals and associates in more than 80 offices nationwide, RSM is the fifth largest U.S. provider of assurance, tax and consulting services. RSM is a proud supporter of the Center for Family Business and is pleased to mark its twelfth year as a partner.
EXCLUSIVE WEALTH MANAGEMENT PARTNER
Matt Belfanti
949-255-6532
About RSM: 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 8,000 professionals and associates in more than 80 offices nationwide, RSM is the fifth largest U.S. provider of assurance, tax and consulting services. RSM is a proud supporter of the Center for Family Business and is pleased to mark its twelfth year as a partner.
EXCLUSIVE LEGAL PARTNER
Franklin J. Contreras, Jr.
949-340-3400
Founded in Orange County, California, in 1992, Shulman Hodges & Bastian LLP has evolved to meet the needs of its clients and help address challenges faced in the business community. Today, we offer comprehensive legal solutions to businesses and individuals throughout the country. By assembling a talented group of diverse attorneys, we have expanded to help a wide range of clients in the areas of business organization and transaction, litigation, reorganization and insolvency, real estate, and estate planning.
Our legal expertise and achievements have given us a strong platform for giving back to the community in many ways. With offices in Irvine and Riverside, we are proud to use our time, talent and resources to make a positive difference in the communities in which we live and work.
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