Scott E. Friedman
Founder, Principal, Senior Advisor
Mr. Friedman has been particularly interested in family business dynamics since he married his wife, Lisa, whose family owned and operated a third generation beverage company. Over the years, he has worked with many family businesses and has authored five books and numerous articles on the particular challenges they face. His most recent book, Family Business and Positive Psychology: New Planning Strategies for the 21st Century, was published by the American Bar Association, and draws on both his years of experience and cutting edge insights from fields such as psychology, neuroscience, and management studies to offer a 21st Century planning paradigm for family businesses that enhances their prospects for insuring family harmony and business success, from generation to generation.
In addition to his work as a business lawyer at Lippes Mathias Wexler Friedman LLP where he is Chairman of the firm, Friedman is an Executive in Residence at the University at Buffalo’s School of Management and Co-Founder of that School’s Family Business program. As the Founder of Delphi21 Advisors LLC (formerly known as Next Gen Advisors LLC), he consults with family businesses, partnerships and closely held organizations across the United States.
Friedman’s work with entrepreneurs, also include serving as a General Partner of Impact Capital and a Member of Buffalo Capital Partners, LLC, where he enjoys helping innovators establish companies, develop financing strategies, business plans, governance, etc. His experience includes advising on tech transfer arrangements, strategic joint ventures, negotiating joint venture and other agreements with strategic partners in China, Israel, Canada, and Ireland. He serves on a number of private company and non-profit boards
Mr. Friedman is a Member of the Forbes Coaches Council and a frequent speaker at professional, university and corporate-sponsored events across the United States. He received his LLM from the University of Pennsylvania School of Law, his J.D. from Washington University School of Law and his B.A. from Trinity College.
- Family Business: New Planning Strategies for the 21st Century
- Secrets From the Delphi Café: Unlocking the Code to Happiness (co-author with Bob Rich)
- The Successful Family Business
- How to Profit by Forming Your Own Limited Liability Company!
- How to Run a Family Business (co-author with Michael Friedman)
- The Law of Parent-Child Relationships
- Sex Law: A Legal Sourcebooks on Critical Sexual Issues for the Non-Lawyer
Numerous Articles, Including
- Employment Planning for Family Businesses in the 21st Century: Integrating the “Hard Stuff” with the “Soft Stuff” (With Howard Fluhr, forthcoming)
- Don’t Drop the Baton: 9 Rules to Cultivate Strategic Growth and Personal Fulfillment (With Elad Levy, M.D., forthcoming)
- 21st-Century Planning Strategies for Family Businesses (with Mary Owen)
- Advising Family Businesses in the 21st Century: An Introduction to “Stage 4 Planning” Strategies (with Andrea HusVar and Eliza Friedman)
- The Application of Positive Psychology to Medical Groups (with Elad Levy, M.D.)
- The Application of Positive Psychology to Family Businesses (Family Business Magazine)
- Bequeathing Your Most Important Assets: An introduction to Ethical Wills (Family Business Magazine)
- A New, More Effective Planning Strategy for Family Businesses (Estate Planning)
- Using LLCs to ‘Change the Game’ for Family Businesses, (Journal of Limited Liability Companies)
- Estate Planning Vehicle of Choice for the 1990s: FLLC or FLP? (Journal of Limited Liability Companies)
- The LLC and S Corporation: Choice of Entity Redux (New York State Bar Journal)
- The Lowdown on LLCs (Delta Sky magazine).
- Creative Uses of LLCs for Family Owned Businesses (New York State Bar Journal).
Andrea H. Vossler
Principal and Senior Advisor
Ms. Vossler advises family businesses on a variety of topics including succession planning, governance, compensation, and communication. She particularly enjoys working with rising leaders and women in business.
A Summa Cum Laude graduate of the University at Buffalo, Ms. Vossler received her law degree from Georgetown University Law Center. A Fulbright Scholar, she also trained at Harvard Law School’s Negotiation Program. She is an Executive in Residence at the University at Buffalo’s Family Institute, and active on many company and community boards.
Ms. Vossler is a frequent speaker at professional, university and corporate-sponsored events, and has co-authored numerous articles on topics of interest to families in business together, including:
- Advising Family Businesses in the Twenty-First Century: An Introduction to “Stage 4 Planning” Strategies, University at Buffalo Law Review (May 2017), available at http://www.buffalolawreview.org/past_issues/65_3/Friedman.pdf.
- An Introduction to Stage 4 Planning for Family Businesses, Massachusetts Family Business Magazine (Winter 2016).
- The Neuroscience of Start-ups: A Primer for Attorneys (and Other Professionals), New York State Bar Journal (July/August 2017).
She brings her own experience to her work as a member of a family with business with interests in the aerospace, manufacturing, sporting goods and real estate industries.
Principal and Senior Advisor
Mr. Levy has been advising family businesses and privately-owned enterprises for the past 35 years. His extensive experience includes having served as a Director with the Certified Public Accounting firm Freed Maxick CPAs, P.C. (one of the Top 100 CPA firms in the nation) where he led the practice’s entrepreneurial advisory services department. In addition, Mr. Levy was a Founding Member and served as CFO of the Exigence Group. The group experienced rapid growth over a 7-year period, and as a result, was sold to the public company, TeamHealth. Mr. Levy was instrumental in the acquisition and overseeing a smooth transition, and served as the CFO / Executive Vice President with the Company for an additional four years .
Along with serving as Principal and Senior Advisor for Next Stage Planning, Mr. Levy is a Partner/Member of Buffalo Capital Partners, Impact Capital and Capital Partners Business Solutions.
Mr. Levy is passionate about the Buffalo community and serves on many boards and charitable organizations including Treasurer of both The Foundation for Jewish Philanthropies, and The Nyamekye Foundation, and serves as a Financial Advisor to Families of FANA. Mr. Levy is a graduate of Canisius College.
Principal and Senior Advisor
Ms. Owen is an accomplished business leader and strategic planning professional, who—in addition to her role as a Life Trustee with the Ralph C. Wilson, Jr. Foundation—has held a number of leadership-level positions with the NFL and the Buffalo Bills. Such positions include appointments to the league’s Super Bowl Advisory Committee, International Committee and the NFL Foundation Board, as well as active involvement with the National Advisory Board for the Pro Football Hall of Fame. During her executive tenure with the NFL, Ms. Owen also helped lead and oversee community relations initiatives for the Buffalo Bills, and is a former president of the team’s Youth Foundation. Ms. Owen is a graduate of the McIntire School of Commerce at the University of Virginia, and is an active Trustee for the Jefferson Trust and longstanding Regional Selection Chair for the Jefferson Scholars Foundation. She also holds an MBA from Walsh College.
Eliza P. Friedman
Principal and Senior Advisor
Eliza P. Friedman is an Associate in the Corporate and Securities practice group at Lippes Mathias Wexler Friedman LLP, where she concentrates her practice on the representation of private companies (particularly life science and technology companies) in all stages of the growth cycle, as well as the venture capital firms and strategic investors that finance these companies in debt and equity offerings. Her experience also includes advising business founders on various issues, including choice of entity, capitalization, and incentive compensation; representing private companies in capital raising and other financing transactions; assisting with company mergers, stock and asset acquisitions and divestitures; and helping to negotiate joint venture agreements and other strategic alliances.
Christina counsels families on estate planning, tax planning, family business succession, and wealth transfer. Prior to graduating from the SUNY Buffalo Law School and Cornell University, Christina spent countless hours working in her own family’s business. Both her personal and professional experiences have given her a unique perspective on the impact that family values, effective communication and well-designed succession plans have on ultimate success of a family business from one generation to the next. Email Christina
Amy Habib Rittling
Amy’s legal expertise includes family business, employment and general business counseling and litigation, but her personal inspiration has always come from her own family’s businesses. “I was born into a family of entrepreneurs. When my grandfather emigrated from Lebanon in the early 1900’s, he started our family business (the first of many), a tradition which has been carried through the generations.” Email Amy