Where Business, Wealth and Family Decisions Come Together
We work with business-owning families to navigate generational transition, ownership complexity, and long-term legacy, ensuring decisions across business, wealth, and family are fully aligned.
Michael Palumbos is the founder of Family Wealth and Legacy and the creator of the Family Business Flywheel. He is also a second generation family wealth advisor. Shaped by a 25 year journey integrating wealth advising, family dynamics, and disciplined business execution, he helps family business CEOs align governance, family office coordination, and transition planning. A founding member of the Purposeful Planning Institute and a Metronomicscertified coach, he leads families utilizing the Stuart Smith Serve First Philosophy. As a husband, father of seven, and grandparent, he knows what’s at stake.
Martin Palumbos founded PS&E and spent his career serving family-owned businesses and the families behind them. Guided by Stuart Smith's Serve First Philosophy, he built lasting relationships grounded in education, trust, and putting clients' interests first. Long before family legacy and family dynamics became recognized fields of practice, Martin was helping families navigate continuity, stewardship, and the challenges that accompany success across generations. Many of the families we serve today have been connected to the firm for more than 30 years. His vision and values continue to shape the way we serve families today.
CPFA® BFA (k)RS
Zachary Church specializes in helping family-owned businesses strengthen the financial well-being of their employees through effective retirement plan design, fiduciary oversight, and financial education. As a Certified Plan Fiduciary Advisor (CPFA), he works closely with business owners to manage 401(k) plans while helping employees understand the importance of saving and investing for retirement. Zach believes that long-term business success is supported by financially confident employees, and his work reflects the firm's commitment to education, stewardship, and serving the entire family enterprise ecosystem.
MBA
Stephen Harper brings a unique perspective to family business advising as the fourth generation of a family enterprise that was served by our firm for decades. He witnessed firsthand the opportunities, challenges, and transitions that accompany multigenerational business ownership, including the successful sale of his family's business in 2020. After earning his MBA and beginning his career in tax preparation with Farm Credit, Stephen joined the firm to help other business-owning families navigate similar complexities. Having lived the realities of succession, stewardship, and transition, he understands that successful family enterprises require thoughtful planning across the business, the family, and their shared legacy.
Dianna Parker specializes in helping business-owning families navigate the intersection of wealth, business ownership, and family legacy. With decades of experience advising ultra-high-net-worth families and closely held business owners, she brings deep expertise in estate planning, business succession, retirement planning, and advanced wealth strategies. Throughout her career, Dianna has served as a trusted resource to advisors across the country, helping them address complex planning challenges on behalf of their clients. Guided by the Stuart Smith Serve First Philosophy, she helps families coordinate the financial decisions that support both long-term business continuity and multigenerational family success.
Matthew Parker is a second-generation wealth advisor dedicated to helping business-owning and ultra-high-net-worth families navigate the intersection of wealth, business ownership, and family legacy. Having grown up learning from his mother, Dianna Parker, Matt developed an early appreciation for the role thoughtful planning plays in preserving both financial capital and family continuity. His experience spans wealth planning, business operations, and client service, giving him a practical perspective on the challenges families face as they prepare for growth, transition, liquidity events, and multigenerational stewardship. Guided by the Stuart Smith Serve First Philosophy, Matt works closely with families to coordinate the financial, business, and legacy decisions that support long-term continuity and success across generations.
Emrich Stellar has spent more than three decades helping business owners and their families navigate the complex decisions that accompany success, transition, and wealth. Guided by a lifelong commitment to the Stuart Smith Serve First Philosophy, he is known for helping clients gain clarity around the questions that matter most—often the ones that keep them awake at night. As one of the first Certified Business Exit Consultants (CBECs), Emrich brings deep expertise in business succession, estate planning, wealth transfer, and liquidity event planning. He is passionate about helping families create options, align their planning, and build confidence as they prepare for the opportunities and challenges that come with multigenerational success. Today, he continues that work alongside the next generation of advisors, helping families preserve both wealth and legacy across generations.
Helping families navigate their complex problems with simple solutions is at the core of my practice. I thrive on asking tough questions and pushing clients to embrace change, all while providing the education needed to realize their potential. The excitement my clients express when they see the results of our collaboration inspires me to continually seek new opportunities to serve.
Ricky Stellar is a second-generation wealth advisor dedicated to helping business-owning families navigate the financial and emotional complexities of transition, succession, and multigenerational planning. Inspired by watching his father build a successful advisory practice and his mother's experience as an entrepreneur, Ricky developed an early appreciation for the challenges families face when preparing businesses and wealth for the next generation. As a Certified Business Exit Consultant (CBEC), he works closely with family business owners to coordinate transition planning, wealth strategies, and family conversations that support long-term continuity. Guided by the Stuart Smith Serve First Philosophy, Ricky is passionate about helping families create clarity, alignment, and confidence as they prepare for what comes next.
Jeff Trombetta has spent more than two decades helping business owners, retirees, and multigenerational families make informed decisions about their wealth, investments, and long-term financial future. As the longtime leader of the firm's planning function, he has guided the development and implementation of sophisticated planning strategies across a wide range of complex client situations. Jeff's expertise spans investment management, retirement income planning, portfolio design, and comprehensive wealth planning, with a particular emphasis on helping families understand the opportunities, risks, and tradeoffs involved in important financial decisions. Guided by a commitment to education and thoughtful planning, he helps clients bring clarity, confidence, and discipline to the management of their wealth.
Dan Prisciotta helps business owners navigate the complex decisions that surround growth, ownership transition, liquidity events, and multigenerational wealth. With more than 30 years of experience and over 2,500 client engagements, he brings deep expertise in business succession, mergers and acquisitions, ESOP transactions, estate planning, and family wealth coordination. As the founder of the Business Intelligence Institute (BII), Dan has educated advisors and business owners across the country on strategies for increasing enterprise value and preparing for successful transitions. Guided by a commitment to education and thoughtful planning, he helps families evaluate strategic alternatives, execute complex transactions, and align business, financial, and legacy decisions before and after a significant ownership event.
Executive Compensation & Business Transition Advisor
đź“ŤVirginia
Mark Bronfman
Executive Compensation & Business Transition Advisor
MBA, CPA*
Mark Bronfman helps business owners and key executives navigate the complex decisions that influence enterprise value, leadership continuity, and long-term wealth creation. With more than two decades of experience advising middle-market companies, he specializes in executive compensation, ownership and capital structure planning, business succession, and liquidity event preparation. Prior to founding the BOLD Value team, Mark served as an equity partner with Accenture and a director with Deloitte Consulting, advising organizations on business strategy, financial transactions, and operational performance. Guided by a consultative approach developed through years of boardroom experience, Mark helps owners align business, leadership, and financial decisions to support successful transitions and long-term continuity.
Kristina has worked with Michael in multiple marketing capacities for nearly a decade, and heads digital strategy & content for Family Wealth and Legacy across multiple channels, attracting family businesses with the flywheel framework.
Hope has been with the FWL team since graduating college almost a decade ago, and supports the coordination and execution of client work within the Family Wealth & Legacy team, helping ensure that strategies across business, wealth, and family are implemented seamlessly. She plays a key role in maintaining organization, communication, and follow-through bringing structure to complex situations where multiple moving parts need to stay aligned.
Amelia, with a background in banking, supports the Family Wealth & Legacy team in coordinating client work across wealth, business, and legacy planning. She helps ensure that strategies are organized, aligned, and executed effectively, bringing structure to complex situations where multiple decisions and stakeholders are involved.
Built by Family Business Owners.
For Family Business Owners.
The Family Business Family Office, powered by the Family Business Flywheel, helps multi-generational family business leaders protect what they’ve built, prepare the next generation, and create lasting continuity across business, wealth, and family.
Inspired by Marty Palumbos and now led by his son Michael, we serve the kind of business we know best - family businesses.
Our mission is simple:
Help successful, middle-market family enterprises install a Family Business Family Office™ a coordinated system designed to bring alignment where it’s often missing.
This isn’t about selling products or managing investments.
It’s about growing, protecting, and restoring what matters most:
Relationships. Responsibility. Resilience.
Our Values
A practical partner for long term decisions
At Family Wealth & Legacy, how we work matters as much as what we deliver.
These principles guide how we navigate complexity, make decisions, and show up for the families we serve.
We’re not actively hiring but we’re always open to meeting exceptional individuals who are drawn to complex work and long-term impact.
If you care about helping families navigate the intersection of business, wealth, and legacy and want to be part of a team that values clarity, ownership, and depth we’d like to hear from you.
If you are interested please send a short introduction and your resume to info@teamfwl.com.
Get Started
Ready to bring alignment to what you’ve built?
Most families don’t struggle from lack of advice,
they struggle because business, wealth and family decisions aren’t coordinated.
We help you bring everything into alignment so you can move forward with clarity, confidence and continuity.
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.
Let's Get Started
Clarity starts with a conversation.
Whether you're navigating growth, succession or complexity across business, family and wealth reach out and we’ll help you determine the right next step.
