Mt. Pleasant, SC
President of Eredita, LLC
Melissa helps families preserve lasting legacies. She specializes in helping families have conversations that matter, navigate the emotional and relational challenges of wealth and business, and empower…next generations. Melissa also works collaboratively with the family’s advisors to ensure the family’s purpose, values, and vision drive its business and succession planning, financial planning, and estate planning.
Throughout the past 30 years, Steve Riege has served many organizations through key strategic roles in leadership, human resources, wealth management, and marketing. Steve assists companies nationally with strategic planning, leadership development, and individual coaching.Steve has served clients as an interim Human Resources Director. His clients are able to take advantage of his ability to understand their critical issues and solutions. Many successful family businesses have benefited greatly from their relationship with Steve as their executive coach, team facilitator, board member and company advisor. He shares his expertise regularly by invitation through public speaking engagements and serves on numerous volunteer and community boards.
Gary speaks and consults nationally to families in business, families of wealth and the advisors who serve them on the emotional and family dynamics that accompany inter-generational transitions. Mr. Shunk is a certificate holder in Family Business Advising and Family Wealth Advising with…the Family Firm Institute. He holds an MSW from the University of Illinois, and maintains a consulting practice based out of Chicago. He is also an Associate at Loyola University Family Business Center.
Michael L. Stern, holds a Ph.D. in psychology from the University of
Washington and trained in Organizational Development at the National Training Laboratory (NTL). For over 30 years, he has specialized in behavior change and human performance. He brings to his work experience…ranging from the Fortune 500 to local family businesses. Dr. Stern’s passion is assisting families in business in successfully navigating the unique challenges to continuity and growth.
Dr. Stern is a member of the Family Firm Institute, an international organization for professional advisors to family businesses and has been awarded the Certificate In Family business advising. In recognition of his experience, he has been an invited presenter at national professional meetings and serves on the advisory board of the University of Connecticut Family Business Program.
San Diego, CA
Founder of Real Talk, LLC
Kay Vogt, Psy.D. is the founder and President of Real Talk LLC, based in Chicago, Illinois and San Diego California. She has consulted with many closely-held businesses on succession, leadership, and relationship issues since Along with her license…as a psychologist, she holds certificates in Family Business Advising, Internal Family Systems, Dynamic Facilitation, Focusing, Hogan Assessments and many other individual and group modalities. She believes that conflict in a family or group is a Whole System issue and that everyone should be invited to be a part of the solution. In the event that not all members are willing to be involved, it is possible to proceed with those who are willing.
Dr Vogt has an undergraduate degree in economics from Benedictine University and spent many years in management at AT&T prior to earning her doctorate in psychology and pursuing her interest in building authentic “community”. She had a clinical practice for 15 years treating depression, anxiety, trauma and personality disorders. For many years she had both a clinical practice and a family business advising practice and in 2010 she left the practice of clinical psychology to devote all of her time to Family Business Advising.
She is also a charter member of Kaleo, LLC a distinguished group of family business consultants located throughout the United States. In addition to her solo practice, Dr.Vogt and teams with Kaleo members to work on a long term basis with select families who are committed to transforming multi-generational patterns so they can enjoy healthy emotional lives and open, honest relationships.Read more…
John (“John A”) Warnick is the founder of the Purposeful Planning Institute and Family Wealth Transitions & Solutions. John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to insure the planning is congruent with his client’s core values. He delivers workshops…across the nation for estate planning attorneys and financial planners sharing the six paradigms of Purposeful Planning and the Seven Keys of the Purposeful Trust.
He spends a considerable amount of his time facilitating family retreats and providing wealth counseling, fiduciary and philanthropic consulting services. He finds immense fulfillment in educating and training children, adolescents and emerging adults in financial literacy, philanthropic service, and holistic family wealth principles.
He is currently serving as co-editor of a book on best practices for trusts and is also working on two other books entitled The Gift of You and The Purposeful Trust Handbook. John A is also a charter member of Kaleo, LLC a distinguished group of family business consultants located throughout the United States. Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.Read more…
Wipfli Hewins Investment Advisors, LLC (“Wipfli Hewins”) is a SEC-registered, fee -only, wholly independent wealth management firms and a proud affiliate of Wipfli, LLC. Embracing their fiduciary responsibilities, Wipfli Hewins is…committed to understanding your unique needs, and providing the time and resources to formulate a prudent investment strategy to help you protect and grow your wealth. Since 1999, our experienced professionals have provided expert financial planning and disciplined investment management, carefully considering taxes at every step, in order to help you achieve your goals and make your complex financial life a little easier.
Information pertaining to Wipfli Hewins’ advisory operations, services, and fees are set forth in our current disclosure statements, a copy of which is available upon request.
Agatha Johnson has more than 20 years experience in the financial services industry, and provides financial planning, estate planning and wealth management for individuals and families. In addition, she offers consulting services to…family businesses and business partners for successful transition of their business to the next generation and management team. As a financial services professional, she also
provides fee based investment management, life insurance, long term care and disability insurance.
Tax Senior Manager
PJ Kovach has nearly 10-years experience working with tax and non-tax estate planning solutions for various wealth levels. He specializes in non-tax planning issues, including guardianship, direction of assets, structuring…of trusts, titling, naming of beneficiaries, executors and trustees, self determination documents, philanthropic pursuits, disability planning, business successions planning and incentive language for wills and trusts. In addition, Mr. Kovach specializes in tax based solutions, including effective and efficient utilization of estate tax exemptions, gift tax exclusions, Generation Skipping Transfer Tax (GSTT) exemptions, philanthropic vehicles, wealth transfer techniques, life insurance solutions, planned giving and multigenerational planning. Prior to his work as a CPA, he had seven years experience as an entrepreneur and business owner in the apparel and merchandise sectors.
Mark Krueger is a certified public accountant with more than 30 years of experience. Mark’s area of expertise is closely held companies and family-owned businesses, and he has devoted his entire public accounting career to the unique business and tax issues affecting these clients.Mark utilizes his extensive experience to assist clients in the identification of business goals, the isolation of problems, and the development of innovative, effective solutions. He enjoys the long-term relationships he establishes with his clients and derives his greatest satisfaction when their goals are achieved. In his role as a tax partner, Mark uses the tax code to plan and implement tax solving strategies for clients. He is also committed to ensuring that all tax compliance and consultation performed meets the strictest quality standards in the industry.
Wayne is a Partner in the Boise office of Eidebailly. He provides consulting services to closely held and family businesses in the areas of business succession/transition, acquisitions and dispositions, business entity structure, executive coaching, leadership development, team building and strategic planning.Wayne holds many designations, including Certified Public Accountant, Certified Organizational Transition Provider, Certified Transformational Mediation Provider, Certified Executive Coach, Licensed HeartMath Provider and is a Provider of several Emotional Intelligence Assessments.