Aetna Student Health

ZEDRA is a global wealth management company based in Cambridge, MA, offering a wide range of services including family business management, wealth structuring, private funds, investment monitoring, marine aviation, corporate global expansion, pensions incentives, and fund solutions. With the recent acquisition of Axelia Partners, ZEDRA has further strengthened its position in the global expansion and HR services sector, providing clients with comprehensive solutions for their international business needs. The company prides itself on its experienced team and commitment to delivering exceptional service to private clients, corporates, pension schemes, and fund promoters.Generated from the website

Fortis Management Group, established in 2005 and located in Waltham, MA, specializes in providing family office services to ultra-high net worth families. Committed to integrity and transparency, the firm empowers clients to make informed financial decisions through ongoing strategic analysis and customized client service. With a team of expert generalists, Fortis focuses on clear communication and seamless implementation of financial strategies, ensuring their clients' interests are always prioritized. Their comprehensive suite of services includes cash management, investment oversight, risk management, and philanthropy, all aimed at serving the evolving goals of families. Generated from the website

Steps Professional Development & Consulting is a boutique firm based in Beverly, MA, specializing in family business consulting and succession planning. With over 20 years of experience, their team of experts helps enterprising families and families of wealth navigate the complexities of sharing business and other assets, improving decision-making, maximizing potential, and achieving continuity. They offer a range of services including conflict management, family and corporate governance, leadership development, wealth integration, and training facilitation. Their insights and publications provide valuable resources for families looking to overcome challenges and achieve success in their businesses and personal lives.Generated from the website