Guiding families
through transition through complexity through legacy
without losing what matters.

We help business-owning families navigate generational transition, ownership complexity, and long-term legacy, coordinating the interdependent decisions across business, ownership, tax, estate and family.
As the Family Business Family Office within the broader Family Business Flywheel, we coordinate the decisions that shape both business continuity and family legacy.

Discuss Your Next Chapter
  • Clarity
  • Confidence
  • Continuity
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Why does this matter?

The Risk Isn’t One Decision.
It’s How All Decisions Interact

Families don’t lose value because of one bad decision. They lose it when tax, estate, ownership, and family decisions aren’t aligned. We ensure everything works together before it matters most.

Years Advising Family Businesses
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Transitions Navigated
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Our services

Coordinated architecture for family enterprises.

We operate within a system designed specifically for family enterprises. As part of the Family Business Flywheel, our role is to coordinate the technical and strategic decisions that move families forward with clarity.

Our services

Transition & Ownership Strategy

Transition is not a single event—it’s a series of interdependent decisions.

We help families coordinate these decisions early, so the business, the structure, and the family remain aligned as change unfolds.

  • Generational transition planning
  • Leadership and ownership succession
  • Shareholder Alignment & Structuring
  • Liquidity and recapitalization strategy
  • Continue vs. exit decision support
  • ESOP evaluation and implementation
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Investment Management

Most investment strategies aren’t built for business owners.

We provide institutional-level investment oversight—helping families manage concentrated wealth, navigate liquidity events, and build portfolios aligned with long-term family objectives.

  • Customized portfolio management
  • Institutional-quality investment oversight
  • Concentrated wealth and liquidity planning
  • Long-term capital allocation strategy
  • Public and private market coordination
  • Risk-aware portfolio construction
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Wealth, Tax & Estate Coordination

Estate, tax, and wealth decisions don’t operate in isolation.

The goal is not just efficient planning—but ensuring these decisions function together as a unified strategy.

  • Advanced estate and trust structuring
  • Integrated tax strategy and optimization
  • Wealth transfer coordination
  • Coordination with legal and tax advisors
  • Post-liquidity planning and implementation
  • Risk management and protection planning
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Why choose us

What Makes Our Approach Different

Most families already have great advisors. The problem isn’t access, it’s coordination. We ensure every decision across business, wealth, and family works together, especially when it matters most.

  • Coordinated, Not Fragmented
    We align tax, estate, ownership, and investment decisions, so progress in one area doesn’t create risk in another
  • Built for Family Business Complexity
    We work at the intersection of business, ownership and family where most advisory models break down.
  • Decisions Made Before They’re Urgent
    The best options exist before pressure forces them. We help families prepare early when flexibility still exists.


GROUNDED IN PROVEN FRAMEWOK

Our work is built on the Family Business Flywheel
ensuring every decision is made with a full system view.

Get Your Family Business Flywheel Snapshot
Our process

A Structured Approach
to Complex Decisions

Our work is designed to bring clarity to decisions that impact the business, the family, and long-term wealth, ensuring everything works together before it matters most.

01

Understand the Full System

We begin by understanding the full picture business structure, ownership, family dynamics and existing plans, so decisions are made in context, not in isolation.

02

Clarify the Future Path

Continue, recapitalize, or exit each path carries different implications. We help you evaluate options and define the direction that aligns with your family and business.

03

Coordinate the Right Expertise

We align legal, tax, investment and transaction specialists, ensuring decisions across each area support the overall strategy.

04

Build What Lasts

We implement a coordinated structure designed for long-term continuity across the business, the wealth and the family.
We bring in facilitation and coaching to support alignment, governance, and next-generation readiness.

Our experts

Experienced Across Every Dimension
of Family Enterprise

Our team brings together expertise across wealth advisory, business succession and family dynamics, coordinated around a single objective: helping families make decisions that hold over time.

MEET THE ENTIRE TEAM

Michael Palumbos

Family Wealth Advisor & Founder

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Martin Palumbos

Legacy Acknowledgement

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Phil Blancato

Chief Investment Strategist Osaic Wealth

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Dianna Parker

CFP®, CBEC

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Dan Prisciotta

CFP® · CPA · PFS · ChFC® · CBEC®

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Mark Bronfman

MBA · CPA

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Gary Katz

Wealth Preservation · Estate Strategy

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Jeffery Trombetta

Family Wealth Advisor

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Where Families Often Find Themselves

Business-owning families often seek guidance when growth, transition, or complexity begins to affect the enterprise as a whole.

The Enterprise Has Grown. The Structure Has Not.

A business-owning family has built meaningful value across multiple companies, but the systems around the enterprise have not kept pace. Decision-making remains too informal, roles are not fully defined, and greater clarity is needed across governance, ownership, and long-term coordination.

A Transition Is Coming, but the Plan Is Not Yet Clear.

A founder is beginning to step back, or the family recognizes that leadership change is on the horizon. But readiness, authority, ownership, and continuity have not yet been fully worked through.

The Decisions Are Connected. The Planning Is Not.

The family is making important decisions about ownership, leadership, liquidity, estate structures, or investment strategy, but each is being addressed separately. What is needed now is a more coordinated approach across the enterprise.

Discuss Your Next Chapter

Start the Conversation That Shapes What Comes Next

We start with a focused conversation about where your family is, what you’re navigating, and whether our approach is the right fit.

Discuss Your Situation
  • Conversation
  • No pitch
  • Clear next step

Schedule a call with our team

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    Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  This communication is strictly intended for individuals residing in the states of Arizona, California, Florida, Indiana, Maryland, Michigan, Minnesota, Nebraska, New York, North Carolina, Ohio, Rhode Island, South Carolina, Virgina. No offers may be made or accepted from any resident outside the specific state(s) referenced.  Michael Palumbos, CA Insurance License #0H56023. Securities and investment advisory services offered through Osaic Wealth, Inc. , member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. *Associated persons of Osaic Wealth, Inc.  who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Osaic Wealth, Inc.  and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances.