Forman, Itzkowitz, Berenson & LaGreca, P.C.
Carl LaGreca is available at (781) 487-9200 or
clagreca@fibl.com
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Forman, Itzkowitz, Berenson & LaGreca has been helping family businesses and their owners define and achieve success since 1938. In addition to traditional accounting and tax services, its staff of CPAs and advisors provide a full range of business and personal consulting tailored to each client’s specific needs. Its medium size offers clients the best of both worlds – technical expertise and close personal attention. For more information, please visit www.fibl.com.
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Goulston & Storrs, P.C.
Jeffrey S. Wolfson is available
at (617) 574-4146 or
jwolfson@goulstonstorrs.com
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With more than a century of experience in advising family and closely-held businesses and their owners, Goulston & Storrs is skilled at representing businesses, at each stage of development and often over the course of several generations, guiding clients through the most significant events in the lifecycle of their businesses. With over 150 attorneys in our Boston office, the firm provides sophisticated legal services in virtually all areas of the law to a broad range of local, national and international clients. For more information, please visit www.goulstonstorrs.com.
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Leisman Insurance
Bill Leisman, Jenni Leisman and Will Leisman are available
At (781) 647-0400 or
bill@leismaninsurance.com
Jenni@leismaninsurance.com
will@leismaninsurance.com
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Leisman Insurance Agency is not only a sponsor but also a family business. Bill started the agency in 1972 and now his daughter, Jenni and son Will, work alongside him. They specialize in designing and implementing insurance solutions for the financial success of family businesses. As business and family assets grow, insurance decisions required to manage those assets become more complex. With over three decades of experience, Leisman Insurance understands the unique demands of family business growth and the solutions that will preserve the values of those assets for generations. For more information please visit www.leismaninsurance.com.
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Middlesex Savings Bank
Tim Fahey is available
At (508) 315-5414 or
tfahey@middlesexbank.com
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Middlesex Savings Bank is a mutual savings bank that has been serving businesses and consumers in Eastern and Central Massachusetts since 1835. With assets in excess of $3 billion, the Bank has the capacity and resources to provide a full array of business and consumer products and services. With a reputation for superior customer service, the bank has a team of seasoned bankers focused on small and medium-sized businesses. Family-owned and operated businesses are both a major segment of our customer base and critical drivers of the state’s economic engine. For more information, please visit www.middlesexbank.com.
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Newbury, Piret & Co.
Marguerite Piret (617)933-2013
mpiret@newburypiret.com or Alan Fullerton is available
At (617) 933-2017 or
afullerton@newburypiret.com
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Founded in 1981, Newbury, Piret & Company is one of New England’s leading investment banking firms. As a full service FINRA licensed broker dealer, we provide Mergers and Acquisitions, Equity and Debt Financing and Financial Advisory Services, including Valuations to Family Businesses, Middle-Market Companies, and Private Equity Groups throughout North America and Europe. For more information, please visit www.newburypiret.com.
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U.S.Trust, Bank of America
Private Wealth
Management
Peter Talbot is available
at (617) 897-3132 or
Peter_talbot@ustrust.com
or Carrie Seligman
at (617) 897-3263
Carrie.seligman@ustrust.com
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U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization in the United States providing unsurpassed resources and customized solutions to help meet clients’ wealth structuring, investment management, banking and credit needs. Clients can also benefit from access to resources available through Bank of America and its affiliates – including capital markets products, large and complex financing solutions, and its extensive retail banking platform. For more information, please visit www.ustrust.com.
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