Our Partners

Joe Hernandez
Joe Hernandez
City National Bank Logo
Los Angeles-based City National Corp. (NYSE: CYN) is the parent company of City National Bank. We offer a full complement of banking, trust and investment services through 74 offices, including 17 full-service regional centers in Southern California, the San Francisco Bay Area, Nevada and New York City.

Our company's 3,200 colleagues deliver specialized and highly personal service and complete financial solutions to entrepreneurs, professionals, their businesses and their families.

Contact Joe Hernandez, Senior Vice President at (949) 223-4045 or email: Joe.Hernandez@CNB.com
JoAnne Norton
JoAnne Norton
Family Business Consulting Group, Inc.
Dr. JoAnne Norton, a member of the Family Business Consulting Group, Inc®, understands the unique challenges that a family business faces. At FBCG we help both the family and the business. From Fortune 500 operations to smaller, closely held companies, we consult with family businesses around the world. We explore solutions for all business and family issues, decide on the best course of action, and implement plans that will help the family business succeed for generations. Call JoAnne at 714-273-9367, or visit the FBCG website at efamilybusiness.com

Ferruzzo & Ferruzzo Colleen
Colleen McCarthy
Ferruzzo & Ferruzzo Logo
Ferruzzo & Ferruzzo was founded almost thirty years ago and has consistently focused its practice on the representation of business entities and individual entrepreneurs. Our attorneys pride themselves on their ability to be flexible and efficient while maintaining personal relationships with their clients. The firm provides the breadth and depth of legal services typically required by business entities and their principals, including corporate work, business transactions, family business succession planning, tax advocacy and family law. The firm also has wide experience representing major shopping center landlords, real estate developers, and automobile dealerships. Call Colleen McCarthy at 949-608-6900.
McGladrey LLP: David Griffin
David Griffin
McGladrey LLP
About McGladrey LLP: We deliver global capabilities with the “local” touch that brings world-class assurance, tax and consulting expertise to our clients through enduring relationships built on genuine understanding and trust. With nearly 6,500 professionals and associates in more than 70 offices nationwide, McGladrey is the fifth largest U.S. provider of assurance, tax and consulting services. McGladrey is a proud supporter of the Center for Family Business and is pleased to mark its twelfth year as a partner. Contact David Griffin at 949-255-6543 or visit the McGladrey web site.

Don Bielen
Don Bielen
The Rainier Group, inc
Contact: Don Bielen at dbielen@rainiergroup.com, or at 503.271.1449

The Rainier Group, Inc. is a national firm with a long-standing history of helping business owners and individuals achieve their business transition and wealth management objectives. Using a combination of consulting and wealth management expertise, coupled with Rainier’s Experior™ proprietary financial modeling system, we help clients clarify complex issues, evaluate innovative solutions, and implement strategies which we believe can put them on a path to achieve superior results.

Rainier Group consultants and advisors have concentrated experience with the issues that affect successful private business owners and affluent individuals.


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