Center for Family & Privately-Held Business


  • 53
  • eastman_smith
  • Schumaker
  • Mass Mutual
  • Huntington
  • Plante Moran

Contact Us

Savage and Associates Complex

Room 2200
2801 W. Bancroft St.
Toledo, OH 43606-3390


The Center is proud to present our sponsors and links to their Web sites. Their individual and collective expertise and funding continue to play a vital role in the Center's success. We appreciate their time and efforts and acknowledge their experience in fostering and working with family businesses. An alphabetical list of our sponsors follows: 

eastman smith
Eastman & Smith Ltd. has a history of providing high quality legal services suited to the diverse needs of its many regional and national business clients. The Firm has an established reputation for providing professional, ethical and creative advice to business owners. The Firm counsels clients in business succession planning, estate planning, tax, corporate, real estate, environmental, labor, litigation and immigration. Eastman & Smith Ltd. has over 70 attorneys practicing in offices located in Toledo, Findlay and Columbus. For more information, contact David Krock at 419-247-1679 or visit

fifth third

Fifth Third Bank (Northwestern Ohio) is an affiliate of Fifth Third Bank which is an indirect, wholly owned subsidiary of Fifth Third Bancorp, a 151 year old diversified financial services company headquartered in Cincinnati, Ohio. As of March 31, 2009, the Company operates in 12 states with 1,311 full-service Banking Centers, including 95 Bank Mart® locations open seven days a week inside select grocery stores, and 2,354 ATMs.  Fifth Third operates five main businesses: Small Business and Commercial Banking, Branch Banking, Consumer Lending, Investment Advisors and Fifth Third Processing Solutions. Fifth Third is among the largest money managers in the Midwest.  

Locally, Fifth Third works hard to deliver convenient, customer service to the northwestern Ohio and southeastern Michigan areas, through its 50 banking centers, including nine Bank Mart® locations.  With Fifth Third’s Online and Mobile BankingSM at and, customers have access to their accounts 24 hours a day for information, transfers and bill payment. For more information, contact Alex Gerken, Vice President, Business Banking, at 419-259-6936. Member FDIC. Equal Housing Lender


Gilmore, Jasion & Mahler, LTD was founded in order to give area businesses a top quality alternative to the national accounting firms, and to provide every client with a high level of partner involvement and technical excellence. We offer a full range of accounting, auditing, tax, and consulting services. GJM is affiliated with the RSM McGladrey Network, the fifth largest provider of audit, accounting, tax and consulting services in the U.S., to provide access to an unmatched professional knowledge base. Today, our company is one of the largest CPA firms in the area with over 60 associates providing personal attention, flexibility and innovative thinking. Contact Kevin Gilmore, CPA, CVA at 419.794.2000 for more information or visit


Huntington - NW Ohio Region is a local bank with national resources, providing innovative retail and commercial financial products and services.  Huntington also offers retail and commercial financial services online at; through its technologically advanced, 24-hour telephone bank; and through its network of almost 1,400 ATMs. Huntington has more than 147 years of serving the financial needs of its customers with over 700 regional banking offices in Indiana, Kentucky, Michigan, Ohio, Pennsylvania, and West Virginia.  For more information, contact Jeff Canfield at 419-249-4941 or visit 

 mass mutual

MassMutual Ohio is a premier insurance and financial services firm that has helped over 30,000 clients achieve their financial goals. Headquartered in Maumee, we provide a full range of financial strategies, products and services to individuals, families and small businesses. We offer a wide portfolio including life insurance, annuities, disability income insurance, retirement and estate planning strategies, and college funding projects. We also offer wealth management and investment strategies, business planning and more. For more information, contact Bruce Klinger at 419-893-9759 or visit

 plante moran

In 1977, Plante Moran was one of the first accounting and business service firms to begin offering personal financial planning services, recognizing the connection between personal finance and corporate finance for its business owner clients. With thousands of family owned business clients, Plante Moran Financial Advisors (PMFA) was created to serve as a trusted advisor to those family business owners, helping them build, manage and preserve their wealth.  Our integrated service offering includes business succession, financial planning, estate planning, investment consulting, trust, insurance consulting, and tax planning.  PMFA ranks as the 7th largest asset management firm in the country based on recent ranking by Bloomberg’s Wealth Manager magazine.  PMFA was recently named top financial planning firm by CPA Wealth Provider in the magazine’s second annual Financial Planning Awards.  The award recognizes firms and companies that have taken the lead in the financial planning industry through innovation, efficiency, initiative, or growth.  Plante Moran Financial Advisors is an entity of Plante & Moran, PLLC, the nation’s 10th largest accounting and management-consulting firm with locations throughout the Great Lakes region. For more information contact Fred Treuhaft at 419-842-6116 or


Shumaker, Loop & Kendrick is a full-service law firm of approximately 215 lawyers practicing in Ohio, Florida and North Carolina. Our attorneys represent a broad spectrum of domestic and international business clients, as well as governmental and individual clients. Established in 1925 in Toledo, we are the largest firm in Northwest Ohio. For more information about the firm, contact David Waterman, Chairman of our Management Committee, at 419-321-1212.



Last Updated: 6/26/15