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 exists in part because of our amazing sponsors, many of which have been with the Center for over 10 years! We sincerely appreciate their generous financial and intellectual contributions. They are vital to the continuation for impactful and relevant education for family and privately-held businesses.   

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

 GJM logo

Established in 1996, Gilmore Jasion Mahler, LTD (GJM) is the largest public accounting firm in northwest Ohio, with offices in Maumee and Findlay. Locally owned, GJM offers comprehensive financial services including assurance, business advisory, tax, risk advisory and healthcare management. An RSM Alliance firm, our professionals specialize in industries including construction & real estate, healthcare, manufacturing/distribution and utilities.

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Huntington is a full-service banking provider primarily operating within a six-state banking franchise of Ohio, Michigan, Pennsylvania, Indiana, West Virginia and Kentucky. Our "Welcome" philosophy centers around deep relationship-building capabilities to best meet each customer's specific needs, available through a banking network of more than 750 traditional, in-store and retirement center branches, and through digital, telephone and ATM banking, including almost 1,500 ATM locations.

Toledo, Ohio is the headquarters of Huntington's Northwest Ohio region. Huntington Bank has a long and distinguished history of supporting programs throughout Northwest Ohio that are designed to enrich the community and create an environment where our children can grow and thrive.  Huntington provides support in a variety of areas including economic development, health care, housing, education and the arts.

For more information, contact Steve Niswander at 419-249-7851 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

 PM logo

Recognizing the connection between personal financial planning and financial management for its business owner clients, Plante Moran began offering individual financial planning services more than 35 years ago. Now with thousands of clients, Plante Moran Financial Advisors (PMFA), a registered independent investment advisor, serves a trusted advisor to family business owners, helping them build, manage and preserve their wealth. Our integrated service offerings include business succession, financial planning, estate planning, investment consulting, trust, insurance consulting, and tax planning.

In 2015, PMFA was ranked as the 11th largest registered investment advisor in the country according to Financial Advisors’ Magazine and was listed 8th on Forbes Magazine’s list of the nation’s top 100 wealth managers.

Plante Moran Financial Advisors is an affiliate Plante Moran, one the nation’s largest accounting and management-consulting firm with locations throughout the Great Lakes region. For more information contact Fred Treuhaft at 419-842-6116 or or visit


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 Scott Newsom, at 419-321-1438.



Last Updated: 2/4/16