EXECUTIVE TEAM |
SAGE HILL PROFESSIONLAL CONSORTIUM
SAGE HILL ADVISORY BOARD
Philip J. Toffel – CEO & Managing Partner
Philip J. Toffel, is CEO, Managing Partner, and founder of Sage Hill Advisory & Management, LLC. Sage Hill acts as counsel and financial manager to affluent families in all financial, tax, and investment disciplines. For more than 30 years, Phil has advised Fortune 500 CEO’s and executives, multi-generational families, professional athletes, and entrepreneurs in the United States and Western Europe. Phil’s clients have been from such organizations as General Electric, the Boston Red Sox, Federated Department Stores, Ceridian, and Mellon, to name but a few.
Phil’s areas of expertise include family strategic financial guidance, estate planning, succession planning, investment portfolio management, income tax planning, and risk management. His practice is particularly recognized for coordinating his clients’ web of personal and financial issues. Phil stands behind the belief that creating a solid plan for each family, attending to their unique circumstances, is their cornerstone to success. As an attorney, wealth counselor and manager, Phil develops long-lasting relationships with his clients which are based upon trust, confidence, and integrity.
Frank M. Antalek, ChFC –
President & Chief Portfolio Strategist
Frank M. Antalek, ChFC is the President and Chief Portfolio Strategist of Sage Hill Advisory and Management, LLC. With over 25 years of experience in the financial services industry, Frank has found a way to combine his formal education in Economics (MA Economics SUNY Albany) with the practical knowledge gained from his studies in pursuit of the Chartered Financial Consultant designation. This background serves him well as he navigates the analytical work relative to portfolio management and in his ability to comprehend the complex interactions of the economy, securities markets, government policy, and tax laws. In practice his knowledge and client experiences have led him to a dynamic method of portfolio management that revolves around predictable income streams and targeted capital growth. Client’s goals are identified, resources are quantified, and any obstacles to accomplishing goals are acknowledged. Only after determining the income and growth objectives are actual investment vehicles identified. Once the appropriate portfolio is structured Frank monitors the investment vehicles to make sure they maintain a structure consistent with targeted return and risk parameters. Review of portfolio managers and decisions regarding the retention of managers is also his responsibility.
Sage Hill Professional Consortium
Sage Hill's overarching mission, as a family office, is to ensure our client families' financial security by addressing and managing all interweaving issues. These issues include our clients' financial investments; their family businesses; their families, loyal employees and business partners; their legacy; legal matters, income and estate taxation; insurance contracts; business franchise and licensing agreements; and numerous other issues. Given the extraordinary complexity, our role to coordinate all such factors towards a highly functioning family requires close coordination with many detailed subject matter experts.
We are very proud of our Professional Consortium, with whom we communicate intensely and coordinate our collective work. Our demand of ourselves and them of the highest integrity, communication, coordination and client centricity is the key to an efficient, highly productive client family, and... a very rewarding, enjoyable professional experience.
Family Counsel for Family Business Owners
Master Certified Coach
Pete Walsh knows family business issues intimately as a result of his successful 15-year career in his family’s third generation 90-year-old family business. In 1999 he began coaching leaders in both family and non-family firms and helps clients become more aware and adept at dealing with different communication and personality styles and the inherent tensions that arise in a family business.
Executive Benefit Solutions - Bill MacDonald, Don Curristan & Trevor Lattin
Executive Compensation and Benefits Advisorsfor Family Business Owners
San Diego & Laguna Niguel, California
Bill MacDonald, Don Curristan and Trevor Lattin and EBS are close strategic alliance partners with Sage Hill in our representation of successful owners of family-owned businesses. As a family office for these clients, Sage Hill places very high importance on the financial motivation and financial security of the executive team for our clients' family owned businesses.
Mergers, Acquisitions, and Financing for
Multi-Unit Franchise Enterprises
Founder & CEO, The Cypress Group
As the Founder and CEO of The Cypress Group, Dean integrates his own entrepreneurial spirit in his work with family and closely-held businesses. Dean founded Cypress over 25 years ago as one of the first investment banking firms to specialize in the franchise and restaurant domain, and has since been called an industry pioneer and pacesetter. He has been at the helm of Cypress since its inception and has closed hundreds of transactions, contributed to various publications, and spoken at multiple conventions. Dean is highly regarded as one of the leadingstrategic advisors in the restaurant and franchise industry.
Tax & Accounting Counsel for Family Business Owners
Managing Partner, TJ Casey CPA, PLLC
TJ Casey is a tax, accounting, and estate planning specialist who provides seven specific lines of service for business owners and high net worth individuals including: income tax planning & consulting, estate & business succession planning, IRS representation, business cash-flow planning & consulting, and transactional accounting services.
Alan Brown, Esq.
Estate Planning Legal Counsel
Neal Gerber Eisenberg
Alan C. Brown is an estate planning and business lawyer. Mr. Brown practices in the Private Wealth Services Practice Group of Neal, Gerber & Eisenberg LLP in Chicago, Illinois, which is the largest single-office law firm west of Boston. Mr. Brown has a strong national reputation in estate planning and tax law and represents a variety of high net worth individuals and family owned businesses. In 1978, Mr. Brown graduated magna cum laude with a BA in economics and political science from Miami University, Oxford, Ohio, where he was elected to Phi Beta Kappa. He earned his JD cum laude in 1981 from the University of Chicago Law School, where he was elected to the Order of the Coif, which is a honor conferred on the top ten students in each graduating class.
Ike Devji, Esq.
Asset Protection Legal Counsel
Davis Miles McGuire Gardner
Ike Devji has 13 years of experience focused exclusively on Asset Protection, Wealth Preservation and Risk Management Planning for Physicians, Business Owners, Executives and Professional Athletes. Mr. Devji has helped manage this planning for a national client base of over 4,000 clients representing over $6 billion dollars in protected personal assets. He is the former managing attorney of one of the nation's leading Asset Protection only law firms and maintains an of-counsel relationship with that firm.
Sage Hill Advisory Board
Sage Hill constantly seeks best practices in the representation of our clients. In that light, we have sought a diverse group of successful individuals to provide us with feedback and strategic proactive counsel. Our Sage Hill Advisory Board will provide us with valuable insight as we constantly evolve to optimize the value of our services for our client families.
George Ehinger is the founder of Beam Reach, Inc., a Saratoga Springs, NY, firm providing angel investment and business advisory services to early stage companies and he is currently serving as VP of Chequed.com one of the Beam Reach portfolio companies. He comes to Sage Hill with over 20 years experience in senior executive roles in the publishing, television and internet industries.
Dr. Kenneth J. Rotondo, DVM, MBA is a veterinarian, speaker, consultant and entrepreneur who works with a variety of groups to increase business and personal performance.
He is recognized as an expert in practice management and the dynamics associated with successful practices and businesses. He specializes in effective client communication, customer experience engineering, and consumer intelligence.