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ANNUAL Sponsors


Continuity's family business consultants work with enterprising families to develop comprehensive strategies enabling families to thrive together as owners, managers and family members through succeeding generations. We serve clients throughout the United States and abroad. Our clients include family businesses, boards of directors of family firms, family councils, and families of wealth. We also work with private equity firms and other professionals serving family businesses. Continuity's approach to family business consulting is collaborative and we always seek to work together with existing advisors.


Merrill Lynch Wealth Management provides clients a personalized financial review and hands-on advice and guidance through a network of approximately 15,000 Financial Advisors throughout the world. Clients with a personal wealth profile of at least $250,000 of investable assets can meet with a highly trained Merrill Lynch Financial Advisor who is committed to understanding their needs and supported by the broad resources ofMerrill Lynch. Merrill Lynch Wealth Management makes available productsand services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation.



When you work with United States Trust Company®, you benefit from our long history of serving many types of clients, from families managing wealth across multiple generations to business owners, entrepreneurs and other creators of first-generation wealth. We can advise you and help create and implement highly personalized strategies.

At U.S. Trust, our trust and investment management relationship with you is supported by the strongest standard of integrity, trust and accountability: the fiduciary standard.1 Whether we are managing your portfolio, serving as trustee, or administering an estate, our focus is what best meets your objectives.




Attorneys for Family-Held Enterprises

AFHE Headquarters

P.O. Box 518
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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