Fortis Management Group

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. 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