investing / family business

Opal Financial Group provides leading institutional investment conferences for Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, 401(k) Plans, Financial Consultants and High-Net-Worth Individuals. Opal Financial Group consists of a strong, experienced management team allowing for the organization of high quality, high profile informationa...

BDOSX Business and Financial Advisers to entrepreneurs,...

HTG Investment Advisors Inc. is a fee-only, SEC-registered investment advisor. The mission of HTG Investment Advisors Inc. is to help individuals and families achieve their financial goals by providing comprehensive, expert investment counsel and oversight. Our goal is to meet and exceed client expectations for competence, service and trust. We provide customized solutions for basic and ...

Morris, James, Hitchens & Williams LLP provides legal services to a diverse clientele in an innovative manner. Clients range from large multinational corporations to individuals. The Morris James Litigation Group represents a wide variety of domestic and international clients in disputes involving business contracts and torts, corporate governance, fiduciary breaches, intellectual proper...

The Loring, Wolcott & Coolidge Office is a professional family office located in Boston, Massachusetts that offers fiduciary and investment management services to high net worth clients.

Rothstein Kass - Certified Public Accountants - CPAs - specializing in: accounting and consulting, auditing, taxes, hedge funds, financial planning in NY, NJ, TX, CO, CA, Cayman Islands. Rothstein Kass provides a full range of professional, technical, consulting, and business services to clients in various industries. We continually provide innovative solutions for our clients to help th...

A Family Office...Managing Wealth. Founded in 1983, TAG pioneered the multi-client family office concept. In that time the firm has established itself as a leader in the business of wealth management.

The Van Wagoner Funds is a Family of no-load mutual funds solely focused on investing for growth. We believe in the entrepreneurial spirit of American business and its continuing desire to improve the way we live our lives.

Circle Peak Capital LLC is an investment firm, composed of several experienced investment and operating professionals, formed to make minority or control-stake investments in small-cap private companies of up to $25 million in sales in the consumer and financial services sectors.