Family Business Dynamics
Presented By: Louis Plung & AB Bernstein
Donald is a managing director of Bernstein in the Philadelphia office. He joined the firm in 2005 and was appointed a principal in 2010, a director in 2015 and managing director in 2016. As a principal, he advised high-net-worth families and institutions and their respective trusts, estates, foundations, endowments and pension plans. Previously, he was vice president of a privately held family business, Greater Media Inc.
Michael Bernstein served as Chairman and CEO of Polyconcept, the leading supplier of promotional merchandise until 2015. Mr. Bernstein started his career in the promotional industry in 1992 with Leed’s, a family business that was the predecessor organization to Polyconcept. Michael Bernstein is the Managing Partner for Woodland Management, a family investment office focusing on all asset classes with a special emphasis on Private Equity, Venture and Real Estate.
We Guide, You Grow LLC.
Dawn worked in a second-generation family business, Weavertown Environmental Group. The company was sold December 1,2015 to UNIVAR, a wallstreet company. Dawn launched We Guide, You Grow LLC. “I did it, you can to” offering customizable plans for clients that want to grow their business and leadership teams. In addition she has also launched a commercial cleaning company, CleanAisles, LLC., for her husband and has seen substantial growth within a two year span.
Louis Plung & Company
Louis is the Managing Partner of Louis Plung & Company. He joined the Firm in 1984, became partner in 1989, and was made Managing Partner in 1992. He provides services for clients in a wide range of industries, from closely-held businesses to large publicly-owned companies.