Family Strategic Partners
The Family Business Leadership Partners has several strategic partners who play an important role not only in organization but also in supporting the growth and continuity of your family business. These partners have been chosen by your board because of the expertise they have within their specific discipline. Each offers a wide range of skills in a number of professional capacities. We encourage you to utilize our strategic partners for your family needs.
ASCENSION HEALTH
THE PRINCIPAL
Whether you’re looking to secure your own retirement or your clients’, The Principal will work with you to find strategies that are right for you to help you meet your specific, long-term goals.
Retirement plans: The Principal is the #1 provider of Defined Benefit retirement plans, #1 recordkeeper of Employee Stock Ownership Plans, and #1 provider of Nonqualified Deferred Compensation plans
- Insurance: The Principal is the #3 provider of group benefits (dental, life and disability) insurance
- We’ve also been recognized as America’s Best Employers For Women, the Best Place to Work in Money Management, the Best Place to Work in Information Technology, One of America’s Best Employers, and one of the NAFE Top Companies for Executive Women
The Principal has $667.8 billion in assets under management, and you can trust us to manage your money, too. Join our customers worldwide, whom we serve through a national (U.S.) network of financial professionals and a diverse family of companies with offices in 19 countries.
QUANDT BERNDT & COMPANY
VON BRIESEN & ROPER, S.C.
Tom Kammerait is a Shareholder and the Chair of the Business Succession Planning Section at von Briesen & Roper, s.c. Tom represents businesses on all aspects of their corporate and business needs including transactional matters, tax, succession planning, general corporate, real estate, technology, and estate planning issues. Tom generates value by helping clients set priorities for enhancing the value of their businesses and identifying risk management strategies, on a tax-efficient basis. He is also a CPA, so his knowledge of accounting gives him a quick understanding of client financial matters, and a rapport with their accountants.
STARR GROUP
The Starr Group is an insurance/risk management agency with the capabilities of advising clients on everything from their business insurance, including group health, to personal insurance. For more information visit https://www.starrgroup.com/
Paul Neuberger is president of The Starr Group, and is actively involved in the community, particularly with the American Heart Association and with the C-Suite for Christ, a religious organization that promotes faith in the workplace.
The Family Business Leadership Partners has several strategic partners who play an important role not only in organization but also in supporting the growth and continuity of your family business. These partners have been chosen by your board because of the expertise they have within their specific discipline. Each offers a wide range of skills in a number of professional capacities. We encourage you to utilize our strategic partners for your family needs.
Paul Neuberger is president of The Starr Group, and is actively involved in the community, particularly with the American Heart Association and with the C-Suite for Christ, a religious organization that promotes faith in the workplace.