Burnham & Dells Advisors

Located in Grand Rapids, Mich., Plante & Moran is a certified public accounting and business advisory firm that provides clients with financial, human capital, operations, strategy, technology and family wealth management services. It offers consulting services in a variety of areas, including personnel assessments, operations improvement, employee benefit, restructuring, financial support, technology consulting, and litigation valuation and forensics. The firm s services also include auditing, reviewing and compilation. It provides a wide variety of taxation services, including corporate and individual tax preparation and planning, cost segregation studies, estate and gift tax planning, tax compliance review programs, and drafting research and experimentation credits. The firm serves various industries, such as real estate, construction and financial institutions, health organizations, retail dealerships, and manufacturing, nonprofit and public sector facilities. Plante & Moran has a staff of more than 1,400 professionals in over 15 offices throughout Michigan, Ohio, Illinois and Nashville, Tenn., and Shanghai, China.

UBS AG is a leading global financial services company that provides a comprehensive range of wealth management, asset management, and investment banking services tailored to meet the diverse needs of individuals, corporations, and institutions. With a strong focus on delivering informed advice and innovative solutions, UBS aims to create superior value for its clients while contributing positively to society and the economy. The firm is recognized for its expertise in wealth planning, investment strategies, and financial market insights, positioning itself as a trusted partner for clients navigating complex financial landscapes. UBS is committed to maintaining high standards of integrity and security, ensuring a safe environment for managing assets and investments. Generated from the website

BDO offers world-class resources and industry expertise to provide assurance, tax, financial advisory and consulting services to clients in Grand Rapids and beyond. BDO USA is also a member firm of BDO International, the fifth largest accounting and consulting network in the world. With locations in Grand Rapids, Michigan, across the U.S. and the world, our professionals deliver exceptional client service to clients of all sizes and across all industries. At BDO, client service is key to our success in building strong, long-term relationships.