
Our team of advisors brings a full range of professional competencies
along with an essential empathetic understanding of family
values and dynamics which is often the missing
ingredient.
Hamburg, Rubin, Mullin, Maxwell & Lupin
Jon
Samel
Hamburg, Rubin, Mullin, Maxwell & Lupin is one of the premier
Montgomery County law firms serving the community for more than
25 years.
Our areas of specialty include Business Law, Corporate Law, Health
Care Law, Taxation, Estate Planning, Estate Administration, Family
Law, Real Estate Law, Commercial Litigation, Personal Injury,
Environmental Law, Products Liability and Labor and Employer Law.
Jon Samel leads the Estate Planning
Fire Drill, a highly valued Member benefit.
For further information, contact Jonathan
Samel at (215) 661-0400 or go to www.hrmml.com.
Kreischer, Miller & Co.
Mario
Vicari
Kreischer, Miller & Co. is one of the largest regional certified
public accounting and business advisory firms serving family-owned
business in the Delaware Valley offering an array of value-added
services for privately held businesses and their owners.
We help clients in the areas of accounting and auditing, taxation,
accounting systems, business valuation, and performance improvement.
Our goal is to improve our clients' financial performance and
the long-term value of their businesses.
Mario Vicari leads the Financial
Scorecard, a Member benefit.
For further information, contact Mario
Vicari at (215) 441-4600 or go to www.kmco.com.
National Penn Bank
Blair
Rush
National Penn Bank has a 131-year history serving the people
and businesses of southeastern Pennsylvania. National Penn ranks
among the top SBA lenders in the region and has been recognized
as one of the Best Places to Work in Pennsylvania for three
years in a row. With 73 community offices, National Penn Bank
offers a unique competitive advantage with products and technology,
plus an unparalleled level of personal service and attention to
detail.
Please contact Blair Rush to schedule your Cash
Management Evaluation, a Member benefit.
For further information, contact Blair
Rush, President of FirstService Bank, a division of National
Penn Bank at at (215) 230-1790 or go to www.natpennbank.com.
Legacy Planning Partners
Jan
Graybill
Legacy Planning Partners is a comprehensive financial services
advisory firm committed to helping families and businesses enhance
their long-term financial well-being through the merger of vision,
dreams and images for uses of wealth. As “Financial Life”
planners, Jan and his team view their work as embedded in family
values, relationships and integrity. A distinctive process of
helping clients connect values with wealth, objectives and responsibilities
will provide you with greater levels of financial contentment.
Please contact Jan Graybill to schedule your Financial Life
Checkup, a new Member benefit.
For further information, contact Jan
Graybill at (610) 282-5933 or go to www.legacyplanninginc.com.
Lacher & Associates
Mark Lacher
Lacher & Associates is a second-generation, family-owned firm offering a full line of property
and casualty and employee benefits products. Established in 1958, Lacher & Associates Insurance
Agency is located in Montgomery County, Pennsylvania. Mark and Chad and their team work with companies
to mitigate and manage risk, find creative funding alternatives for insurance costs, and find ways to
maximize value through innovative client services. Lacher & Associates stretches "beyond insurance" to
equip you with the tools needed to invest in your organization - tools that create a healthy and safe
corporate environment.
Please contact Mark Lacher to schedule your Employee
Benefits Flashlight or the Property
& Casualty Tape Measure, two new Member benefits.
For further information, contact Mark Lacher at (215) 723-4378
or go to www.lacherinsurance.com.
Delaware Valley Family Business Center
Henry
D. Landes
Delaware Valley Family Business Center
is the premier Family Business Advisory Firm in the Greater Philadelphia
region, serving over 600 family firms.
Founded in 1988 by Henry Landes,
our team helps business families make wise choices so they will
thrive now and through the generations. Our Family
Business Strategic Planning Process helps to build healthy
families and high-performing businesses.
For further information, contact Sally
Derstine at
(215) 723-8413 or toll-free (800) 296-3832.
Family Business Magazine
Media
Partner
Nationally renowned, Family
Business magazine is written exclusively for the owners
and managers of family companies focusing on the tough issues
virtually all families must face.
Forum members receive a 25% subscription discount and 25% off
the Family
Business Handbook series.
"Since the 'odds' are strongly stacked against them, business
families who intend to 'beat the odds' require the best available
resources (e.g., advisors, family business forums and publications.)
As a subscriber for more than 10 years, I've found Family
Business magazine to be the single best publication in
the field. This quarterly publication features a wide variety
of articles which match well with the diverse interests of family
members of all ages and generations. As a consultant to business
families, I encourage my clients to take multiple subscriptions,
ideally one for each member of the family or at least several
to ensure wide readership within the family. I also make extensive
use of the Searchable On-Line Family Business Library which is
part of your subscription. This is a user-friendly archive of
hundreds of past articles on almost any family business topic.
Worth the price of the annual subscription!
Henry D. Landes, President, Delaware Valley Family Business
Center
For further information, go to www.familybusinessmagazine.com.
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