One Embarcadero Center
Suite 4100
San Francisco, CA 94111
Phone: 415-331-7222
Fax: 415-331-7007

Judy BarberAbout Judy Barber

Judy is a family money consultant, mediator and publisher of Family Money: A Commentary on the Unspoken Issues Related to Wealth. Since 1980 she has worked with individuals, couples, families and family enterprise regarding issues of accumulated, inherited, sudden and diminished wealth. She assists participants in articulating shared goals, enhancing communication, addressing succession planning, inter-generation transfers and governance issues. She is licensed marriage and family therapist.

Judy mediates the resolution of family disputes regarding business, estate and probate issues, and buy/sell agreements. She received basic and advanced training through the Northern California Mediation Center and continues advanced training through The Center for Mediation in Law.

Judy presents programs to the clients of financial advisors as well as legal, accounting and investment professionals. She has spoken to many organizations on issues of wealth transfer, philanthropy, overlapping family enterprise issues and raising money-smart kids.

Judy is a founding member of the American Bar Association's Psychological and Emotional Issues of Estate and Financial Planning Sub-Committee of the Real Property, Probate and Trust Law Section. She is an Advisor Member of the Institute for Private Investors. She was inaugurated as Family Firm Institute "Fellow" in 2001. Judy is also a member of Attorneys for Family-Held Enterprises and the Association for Dispute Resolution.

Judy is a past member of the Board of Trustees of the Jurika & Voyles Mutual Fund Group, a past president of the Napa Valley Opera House and founding President of Montana Academy Foundation.

Judy is interviewed regularly by the national press including The Financial Times of London, Bloomberg Radio, The New York Times, The Wall Street Journal, The Los Angeles Times, Kiplinger, Bloomberg Wealth Manager, and CNN.com.

Judy nearly twenty-five years of experience working with clients and the advisors who serve them, places her in a unique position to understand and advise on a wide range of issues related to wealth.



Steve SwartzAbout Steve Swartz

Steve is one of the pioneers in the field of family business consulting. He left a successful law practice 20 years ago to devote himself full time to working with families in business. He is also an experienced mediator. For more detail about the nature of his current professional practice, please see www.swartzconsultants.com.


Family Business Consulting

Steve was the co-founder of Hubler/Swartz & Associates, one of the first family business consulting firms in the country. In 1988 the firm was acquired by McGladrey & Pullen, a national CPA and consulting firm with over 70 offices nationwide. Steve retired from the firm in mid-2000, after serving as the managing partner of its Family Business Group/Management Development Institute. He has maintained an independent family business consulting practice since that time.

Steve was among a small number of professionals working with family owned businesses who, in the mid-80's, believed it would be beneficial to form a national professional association. This collaboration resulted in the launching of the Family Firm Institute (see www.ffi.org). He served as a member of its Board of Directors from 1988 to 1991, and as the second President of the organization from 1990 to 1992. Steve has presented workshops at several of the organization's annual conferences, and authored "The Challenges of Multidisciplinary Consulting to Family-Owned Businesses," which was published in the Family Business Review (volume 2, number 4, Winter 1989).

Law

Steve graduated from the University of Minnesota Law School in 1961. After a judicial clerkship (with Harry A. Blackmun on the Eighth Circuit Court of Appeals) and two years with the U.S. Justice Department (representing the federal government in courts of appeals and state supreme courts), he spent the remainder of his first career as a partner in Maslon, Edelman, Borman & Brand, a prominent Minneapolis law firm.

Mediation

In addition to his legal education, and his lifelong interest in the psychology of individuals and families, Steve has also been trained as a mediator. This has involved both basic mediation training and advanced courses offered by nationally known practitioners. The combination of Steve's professional training and experience has led to his involvement as a mediator in family business litigation.




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