Family owned business needs the right trusted advisor be successful and are typically attorneys, accountants and business consultants.

Trusted Advisor


In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of having the right trusted advisor to help family owned business be successful.


Tim Schuster: Welcome to our podcast For Generations and Family Business, Past, Present and Future. Our hosts for this podcast are myself, Tim Schuster, and I'm a manager in The Center for Family Business Excellence along with…
Matt Kerzner: Hi, I'm Matt Kerzner and I'm a senior manager at The Center for Family Business Excellence.

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Mr. Kerzner is a Senior Manager in the Center for Family Business Excellence. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses.

Mr. Schuster is a Manager providing tax compliance services to individual filers, as well as assistance on tax returns for companies in the manufacturing and real estate industries.