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Bruderman is a multigenerational, privately-owned family of companies that offers investment banking, wealth management, and merchant banking services. Bruderman also owns and operates a mutual fund and a life insurance agency. We proudly commit the highest level of resources to meet our clients` financial needs and goals. For three generations and nearly 100 years, our clients have trusted us to manage and grow their wealth. We specialize in satisfying the needs of ultra-high-net-worth individuals and closely held businesses, offering trusted advice drawn from generations of experience. Bruderman is privately owned and free from the external pressure of having to answer to Wall Street analysts, which allows us to take a truly long-term view and always put our clients` interests above all others. We are highly selective regarding the engagements we undertake and treat our clients` assets and business as if they were our own. Bruderman has historically advised some of the world`s most powerful and influential families. Our clients have included several royal families, major charitable and religious organizations, private corporations, political figures, trusts, pensions, endowments, and wealthy individuals. We also provide investment banking services that focus on privately-held companies and family businesses. Our clients have direct access to experienced investment professionals who take pride in representing the values that have embodied the Bruderman family approach to investing since the 1920`s. We truly understand how familial needs impact the private businesses and family assets of our clients, and we are well positioned to assist them by offering financial planning, investment management, tax and estate planning, and corporate finance capabilities all coordinated under one roof. Our full suite of financial services is designed to assist clients through all stages of their personal and professional lives.
The Baker Tilly network is a global provider of assurance, tax and consultancy services, ranked among the world`s top 10 networks by revenue, and leaders in client experience. Our more than 36,000 people work across 145 territories, serving clients of every sector and size — clients who are bold in their ambition. Our advice helps shape their decisions and achieve their goals. At Baker Tilly, we are ready now, for tomorrow`s challenges. For uncertainty and change. For complexity at pace. For the risks ahead, and for the rewards. We believe in the power of great relationships. We lead and listen for great conversations. We channel change into progress for great futures. What matters to our clients, matters to us
Since 1974, Madison Investment Advisors, Inc. has served investment management clients with a sound blend of investment philosophy and process, disciplined thinking and a spirit of independence. Madison and its subsidiaries manage multiple billions of
Franchise America Finance is a Conshohocken, PA-based company in the Financial Services sector.
Glilot Capital Partners is a seed and early-stage VC that invests in Israel’s most extraordinary entrepreneurs, and one of a few VCs in the world that share profits with the entrepreneurs it backs.