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PartnersCitigroupThrough our product and service offerings, The Citigroup Private Bank acts as a gateway to the full resources of the Citigroup family of companies for high net worth individuals and families. The Citigroup Private Bank provides clients with comprehensive global wealth management services, as well as wealth and lifestyle advisory services to help our clients make intelligent decisions for themselves, and their future generations.
Mellon 1st Business BankMellon 1st Business Bank provides medium sized businesses and their owners a full range of customized services, including loans, cash and investment management and international trade finance.
Rodi PollockRodi Pollock is a full-service, mid-size business law firm located in Los Angeles' downtown financial center. Established in 1969, the firm has a balanced business practice, with emphasis in the following areas: business, corporate and securities, mergers and acquisitions, litigation, real estate, taxation, property tax, estate planning and administration, employment law, and technology law. While much of the firm's practice is centered in California and its neighboring states, Rodi Pollock attorneys routinely litigate cases throughout the United States and handle transactions throughout the world. Rodi Pollock's estate planning and business transaction attorneys have substantial experience in working with family owned and other closely held businesses.
Advisory BoardDoud Hausner & AssociatesDoud Hausner & Associates is a distinctive organization devoted to helping entrepreneurial families achieve business prosperity, family harmony and personal well-being. Our comprehensive advisory services offered by leaders in the field will help you build upon and sustain the valuable organization that your family has created. Our extensive experience with family-owned business clients give us an in-depth understanding of issues and challenges unique to your environment. We create practical solutions for our clients and offer products and services that include strategic business and family advising, publications, presentations, education and training, and special events.
Fraser Agency/MassMutualFraser Financial Group/MassMutual specializes in working with closely held and family businesses, along with their owners, management, and top executives, to provide financial solutions to a broad range of issues that confront them, including estate liquidity and succession, key executive protection, buy-sell agreements, deferred compensation, and employee benefits. Our target market are these types of businesses and their top management, as well as other high net worth individuals.
IFF Advisors, LLCIFF Advisors, LLC is a global consulting firm created to inspire families, foundations and philanthropy. Our domestic and international clients include multi-generational families, family businesses, foundations, corporations and non-profit institutions. Our goal is to improve interpersonal and financial skills, communication, team building, leadership, management and to assist in successful succession operations. We achieve this goal through tailored strategic plans, mentoring, education and training. We are distinguished by the depth of our expertise and the range of our services. IFF Advisors has offices in Irvine, Los Angeles, San Francisco, Dallas and New York
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