Top family Business financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might need a family business advisor if you're navigating ownership transitions, managing intergenerational wealth, or resolving family conflicts tied to business decisions. Without focused expertise, advisors can overlook the unique dynamics that affect both the business and family relationships.
- Ownership transition planning. Confirm how they help balance business continuity with fair family member treatment during ownership changes.
- Family governance insight. Ask about their approach to establishing decision-making structures that reduce conflict and clarify roles.
- Succession strategy. Look for advisors who integrate personal goals with business needs to create realistic, long-term succession plans.
- Conflict resolution skills. Inquire how they address disputes that arise from overlapping family and business interests to maintain harmony.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edward B
Series 63, Series 65, Series 66
Forest Hills, NY
Merrill
Edward Blatz brings over 40 years of experience in wealth management and family business advisory, making him well-equipped to handle complex family business dynamics in the US. As a Senior Resident Director at Merrill Lynch, a large firm, he offers comprehensive estate and retirement income planning, collaborating with tax and legal professionals, which distinguishes him from advisors with narrower focuses or smaller firm resources.
Experience: 41 years
Avg account: $860,085
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Chase G
Series 63, Series 65
Foster City, CA
IEQ Capital, LLC
Chase Garbers specializes in family business financial advising, including private and alternative investments, and retirement plans tailored for business owners, making him well-suited for managing complex family business needs in the US. Operating within a large firm that serves high-net-worth clients, he offers flat-fee management options and brings a unique perspective from his prior professional sports career, differentiating him from other advisors in this space.
Experience: 1 year
Avg account: $24,582,290
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Eric S
Series 66
Peoria, IL
Storehouse Wealth Management, LLC
Eric Scovill specializes in family business financial advising with seven years of experience and a Series 66 designation, making him well-equipped to handle ownership transitions and succession strategies. Based in Peoria, IL, he offers flexible fee structures including negotiable AUM fees and hourly rates, and his firm provides multi-family office services, blending investment management with business consulting for high-net-worth clients and small business owners.
Experience: 7 years
Avg account: $241,260
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Katherine F
Series 63, Series 66
Richmond, VA
Covenant Wealth Advisors
Katherine Fonville specializes in family business financial advising, offering expertise in ownership transitions and intergenerational wealth management, supported by 18 years of experience and Series 63 and 66 licenses. Operating from Richmond, VA, she provides flat-fee and asset-based fee structures through Covenant Wealth Advisors, which employs a Modern Portfolio Theory approach with passive funds, catering to high-net-worth clients and family businesses.
Experience: 18 years
Avg account: $1,736,223
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Michael E
CFA®
Tysons Corner, VA
Harbour Capital Advisors, LLC
Michael Elliott specializes in family business and succession planning, supported by his CFA® designation and experience at Harbour Capital Advisors, which serves ultra-high-net-worth families with integrated family office services. His firm’s core-satellite investment approach and access to alternative investments differentiate him from others, while offering flat-fee financial planning starting at $10,000, catering to established professionals and founders in Tysons Corner, VA.
Experience: 2 years
Avg account: $12,746,888
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