Carefully selected based on their technical competence, collaborative approach, and understanding of business families, our team of educational partners enhance our capacity to surround business families with education and integrated counsel.

Premier Educational Partner

Lacher and Associates is a boutique consulting firm specializing in risk management, business, and benefits consulting for individuals and businesses. The firm has received regional and national recognition for its commitment to innovation and excellence in the insurance industry, including the “Best Places to Work in PA” award for five years. For more information, visit or contact Mark Lacher at 215.723.4378.


Event Educational Partner

Hamburg, Rubin, Mullin, Maxwell & Lupin is one of the premier Montgomery County law firms serving the community for more than 40 years. Areas of specialty include Business Law, Corporate Law, Health Care Law, Taxation, Estate Planning, Estate Administration, Family Law, Real Estate Law, Commercial Litigation, Personal Injury, Environmental Law, Products Liability and Labor and Employer Law. For more information, contact Jon Samel at 215.661.0400, or go to


Everence helps individuals and business owners integrate finances with their faith and values through trustworthy relationships and professional expertise. Their team of advisors offers financial planning, retirement planning, investment services, charitable services, company retirement plans, and advice. For more information, please email contact Matt Novak at 215.703.0111, or go to


Fox Rothschild LLP is a national law firm that provides a full range of legal services to public and private companies – from family-run businesses to multinational corporations. Their lawyers partner with clients and work hand-in-hand with them to keep pace with their business objectives and anticipate the challenges ahead. Their entrepreneurial approach — as a firm that works in the trenches with clients, helping them to achieve their goals — is a characteristic that differentiates them. For more information, please contact Bill Wanger at 610.397.6500 or go to


RKL provides accounting and consulting services to help clients succeed in today’s competitive business environment. In addition to offering five-star tax, accounting, and business consulting services, the firm also provides expertise aimed at solving complex business challenges including business valuations, litigation support, merger and acquisition assistance, succession planning, strategic planning and more. RKL is one of the largest regional accounting firms in Pennsylvania with offices in Reading, Lancaster, York and Harrisburg. For more information, please contact Paula Barrett at 610.898.8110 or go to


PROXUS is a leader in Human Resource and Payroll management solutions. Through their full line of HR Consulting, Outsourcing and Compensation services, their highly trained human resource professionals work collaboratively with companies of all sizes to provide customized solutions that help them acquire, manage and develop a high performing workforce. They stand apart through industry-leading solutions, cutting edge technology, and unwavering commitment to outstanding client service. To learn more, contact Jeff Green at 215.654.9140 x 102 or visit


TD Bank, America’s Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business, and commercial banking products and services at more than 1,200 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas, and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth® and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. For more information, please contact Susan Schwartz at 215.282.4460 or visit