Caturano and Company

For over 30 years, Caturano and Company has been assisting private enterprises, including family-owned businesses, owner-managed, and closely held companies, to achieve business and personal success.  Our Private Enterprise Services group includes 25 dedicated professionals focused solely on privately held companies and their owners.  They provide a full array of cost-effective solutions including audit, tax, accounting, management and technology consulting, transaction advisory, and wealth management in a wide variety of industries.

Regardless of whether you define success as faster growth, better returns, sustainability, owner wealth, or a successful exit, you need a strong foundation and a comprehensive strategic plan to increase profitability and manage your risks.

For more information, please contact Michael Ferraro at michael.ferraro@caturano.com or visit www.caturano.com/Private-Enterprise-Services-Boston.

U.S. Trust

For wealthy individuals and families with complex wealth management needs, U.S. Trust offers innovative and customized financial solutions to help meet unique lifestyle, family, business and philanthropic goals. As a strategic partner, we deliver a coordinated team approach backed by more than 200 years of experience and the resources of one of the world’s largest financial institutions, working with advisors to understand and address their clients’ needs. We apply deep wealth management expertise and financial acumen to deliver across a comprehensive range of capabilities, including Wealth Structuring, Investment Management, Customized Credit and Banking, Legacy and Philanthropy, and Family Office services.

For more information, call Dale Edmunds at 617-434-3328 dale.c.edmunds@ustrust.com or visit us at www.ustrust.com

The Arthur M. Blank Center for Entrepreneurship

Entrepreneurship is more than just an academic discipline at Babson—it’s a way of life. Connecting theory with practice, we infuse entrepreneurial thought and action throughout our curricula and co-curricular activities. The skills learned through our entrepreneurship programs are vital to the success of any business—large or small, public or private, corporate or nonprofit, local or global.

We are forever committed to trying innovative things in our integrated, experience-based learning environment. Our campus is a living laboratory, where we experiment, improve, and evolve how to teach entrepreneurial process and foster entrepreneurial mindsets. We then take what we learn from our students’ and executive clients’ experiences to accelerate the ever-extending outer frontier of the field of entrepreneurship education.

The Arthur M. Blank Center for Entrepreneurship at Babson, the first entrepreneurship center established at an academic institution, is a hub for entrepreneurial activity at Babson.

TrustDesign

TrustDesign is a private wealth planning firm. Planning is our core service, something we have done on a fee basis for nearly 25 years. Our planning services are tailored for high income professionals and successful families, many of whom are business owners. Business ownership adds a number of complex challenges, which impact a family’s financial picture. TrustDesign is especially well-suited to prepare a family to respond to these challenges. Our planning services include:

• Retirement income planning,
• Advanced estate and income tax planning which we refer to as Wealth Preservation and Legacy Planning,
• Exit Planning for business owners, and
• Philanthropic planning.

When the families we serve move from planning to implementation, we assist with investment and/or personal insurance design and placement.

Our philosophy about planning:
We believe in the power of Discovery and begin with an organized, disciplined planning process.  Through planning, we help our clients:

• Articulate their financial vision, purpose, and goals;
• Organize the complex sea of personal investments, taxes, expenses, cash flow and legal structures into a clear, comprehensible financial picture;
• Realistically model various future scenarios to account for risks and opportunities;
• Make otherwise difficult financial decisions straight-forward and empowering; and
• Actively adjust the plan to changing circumstances and opportunities that develop over time.

Planning makes decisions simple and clear, which may otherwise be complex and overwhelming. Over and over again we have experienced with our clients how planning cements vision and drives implementation.  For more information, please contact Daniel A. Guglielmo at dan@trustdesign.com.

Trek Consulting

“Trek has worked with owner-managed businesses since 1999 to develop and execute action plans for growth. Trek also works with the owners to prepare for their successful exit by coordinating the resources necessary to increase and preserve the firm’s value, creating the succession plan and assembling the right transaction team, financing and post-transaction plan.

Trek’s clients report improved market focus, higher revenues, better margins and increased profits. (www.trekconsulting.com).”

Morse, Barnes-Brown, Pendleton P.C.

Morse, Barnes-Brown & Pendleton, P.C. (MBBP) is a unique law firm that focuses exclusively on the core legal services businesses need to grow and succeed. MBBP’s business model provides its clients with access to highly experienced legal counsel in the areas of corporate and securities law (including M&A, Private Equity, Venture Capital), intellectual property (including Patent Prosecution), employment and immigration, and taxation (including tax controversy representation). While MBBP enjoys a reputation for having a special competency in representing technology related ventures, we counsel clients of all sizes and within many industries, including technology start-ups, emerging growth businesses, established manufacturing and business services organizations, and Fortune 1000 companies.

Wealth Impact Partners

With multi-disciplinary expertise in financial, family legacy and philanthropy planning, Wealth Impact Partners offers an uncommon suite of legacy and philanthropy planning and advisory services for:

• Individuals,
• families and
• business owners.

We partner with individuals, families and business owners by providing the clarity and confidence to do what really matters to them. This is achieved through an integrated process that combines deeper, more personalized and written vision planning, with sophisticated but easy-to understand financial modeling and analysis.

• Non-profit and charitable organizations: We partner with non-profit and charitable organizations to provide results-oriented endowment development that inspires potential donors to take action.
• Financial professionals, investment managers and advisors: We partner with financial professionals, investment managers, and other advisors to help differentiate their services in today’s evolving marketplace. We do this by leveraging the power of family legacy and philanthropy planning to inspire more meaningful conversations and effective outcomes with their clients.

For more information about how Wealth Impact Partners can help you unlock the power of legacy and philanthropy for your family, your prospective donors, or your clients, contact:

Ron Ware, J.D., Personal Legacy Advisor, ron@wealthimpactpartners.com or 781-489-9805.