DVFBC LogoDelaware Valley Family Business Center guides business families as they journey through the natural complexity in family transition, business succession and ownership governance.

ffiThe Family Firm Institute (FFI) is an international professional membership organization dedicated to providing interdisciplinary education and networking opportunities for family business and family wealth advisors, consultants, educators and researchers and to increasing public awareness about trends and developments in the family business and family wealth fields.

foxFamily Office Exchange (FOX) is the leading provider of research, education and networking services to private wealth owners, family office executives and wealth advisors.

familywealthThe Family Wealth Alliance is an independent advocate and objective resource to private families and the firms that serve them. It helps private families find best-in-class multi-family offices, and consults with single family offices. The Alliance also provides education, formulates standards, conducts and publishes ground-breaking research on the private wealth industry.

Headwaters | SC logoSince 1982, Headwaters | SC has operated a multidisciplinary professional firm serving business owning families, business owning family offices, and family business holding companies. We are experts in helping to preserve and grow the portion of our client’s wealth that is invested in operating businesses. We provide long-term value for our clients by providing specialized advisory services to improve their results with regard to Business Growth, Company Capitalization, Generational Transition and Shareholder Liquidity.

National Philanthropic Trust (NPT) is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions. Founded in 1996, NPT is among the 100 fastest growing charities having raised more than $1.8 billion in charitable assets, and making over 38,000 grants to US and international charities totaling $1 billion.




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