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About Us

More than advisors—trusted guides for your family enterprise

We are a full-service advisory firm with a passion for and deep experience in guiding enterprising families as they navigate generational transition, leadership development, governance, and continuity planning.

DVFBC provides guidance when you don’t know where to turn, counsel when you’re considering a big change, and is with you through all phases of your family business journey.

By the Numbers

We have been advising families for over three decades.

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Years Serving Family Enterprises

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Family Businesses Guided

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Advisory Members

Our History

Our Mission & Our 5 MOUNTAIN® Model

Our Values

We Believe:

  • Healthy families are the soul and foundation of sustainable businesses; families are forever.
  • Family business is a complex living system; a change in one area impacts the other areas. Understanding, navigating, and governing a family business system well requires neutral, experienced guidance.
  • Multi-generational success includes building 5 Interdependent Teams and Structures – Family, Management, Shareholders, Board, and Advisors – and developing leadership for each.
  • Effective leadership, healthy communication, strategic planning, decision-making, and accountability need to happen in each generation.

Our Core Competencies

  • Our growing team of seasoned advisors and support staff bring deep experience in family dynamics; clear communication; leadership, management & organizational development; family business governance; and strategic planning for the family and the enterprises.
  • Our experience includes scar tissue learning from navigating our own family business complexities which we understand at the cellular level.
  • We create safe spaces, listen deeply, and facilitate crucial conversations where every voice is heard.
  • We work collaboratively in our own teams and with other advisors.

The Delaware Valley Family Business Center (DVFBC) is filled with such talented people that are so passionate in their work. Everyone at the DVFBC is so caring to guide their clients in their family business journey that impacts so many aspects of one’s life with the interconnectedness that goes along with the family business. We are fortunate to have the DVFBC as a resource in assisting us in creating a sustainable and impactful organization for continued growth!

Chris Santarpio, G2, Advanced Scale Company, Inc., Lindenwold, NJ

Meet Our Team

Our Advisors understand the inherent complexity of your family business system and how to guide you onto paths of clarity.

Meet Our Team

Our Advisory Network

It takes a tribe to support Family Enterprises through the generations. In addition to working with our clients’ advisors, we have selected, vetted, and collaborated with multi-disciplinary advisors, our Advisory Network. Our Advisory Network provides deep experience and expertise in a variety of competencies, and a collaborative spirit.

Meet Our Advisory Network