Castanea Partners

In operation for more than 30 years, the International Planning Group is one of the leading developers of life insurance-based wealth structuring and transfer planning solutions in the United States. The company, also known as IPG, develops and implements multifaceted solutions for meeting complex global estate and business planning needs. It has offices in Boston, Miami, Singapore, Hong Kong and Geneva. The International Planning Group specializes in wealth accumulation, generate liquidity and business planning solutions. In addition, the company assists with the design, implementation, funding and administration of insurance plans. Its clients include private banks, investment managers, accounting firms, law firms and insurance carriers.

Atlantic Counseling & Consulting, located in Wellesley Hills, MA, provides expert leadership consulting services to individuals and organizations seeking to enhance their leadership capabilities. With a team of skilled consultants, Atlantic Counseling & Consulting offers tailored solutions to help clients achieve their leadership goals and drive success in their endeavors. Generated from their website's infomation

Cherry Bekaert is among the nation's largest certified public accounting firms providing cost-effective tax, audit and advisory solutions globally.