U.S.Trust, Bank of America
Private Wealth
Management
Peter Talbot is available
at (617) 434-9774 or
peter.talbot@ustrust.com
or Carrie Seligman
at (617) 346-0847
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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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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Burns & Levinson
Lawrence P. Murray is available at (617)345-3510 or lmurray@burnslev.com or
Angeline Mistretta is available at (617)345-3694 or amistretta@burnslev.com
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The attorneys of Burns & Levinson have been representing family businesses for the past half century, since the firm's founding in 1960. Our attorneys have assisted and counseled family businesses in diverse industries, primarily in New England, but also nationally and internationally on a wide variety of legal and business issues, including corporate, corporate finance, real estate, estate planning and succession, litigation and intellectual property. We take great pride in our track record over the decades in representing family businesses, many having now been successfully transitioned to the third generation. For more information, please visit www.burnslev.com.
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CFAR
Debbie Bing is available at
(617)301-8244 or dbing@cfar.com
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CFAR is a management consulting firm specializing in strategy and organizational development. CFAR’s unique strengths and advantages include: knowledge of and experience with the economics of organizations; a rich academic heritage as a spin-off of the Wharton School of the University of Pennsylvania; a group of experienced consultants who work with sophisticated leaders in both the nonprofit and private sectors, creating a team of insiders supported by outsiders with a common problem-solving agenda. For more information, please visit www.cfar.com.
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Gray, Gray & Gray
Michael Cecere is available at (781)407-0300 or
mcecere@gggcpas.com
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At Gray, Gray & Gray, families are our business! For more than sixty-five years Gray, Gray & Gray has been serving the tax, accounting and financial planning needs of family-owned businesses in a wide array of industries. Our strength lies in balancing the concrete needs of the business and the very human needs of parent and child, brother and sister, and multiple generations. We’ve become one of the largest and most respected independent accounting firms in New England by sharing a vision and providing direction so our clients can achieve success.
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