RESOURCE MENU
Affiliate Partners
Menu
Affiliate Partners are a select group of advisors who have in-depth experience working with family-owned enterprises of all shapes and sizes.
Affiliate Partners have a unique opportunity to support The Kim S. Miller Family Enterprise Institute of South Carolina at Anderson University.
They serve as resources to assist members of the Institute as knowledgeable subject matter experts. They are experts in the areas of law, wealth management, investment and banking, strategic planning, succession planning, board governance, executive coaching, tax and estate planning, and more.
Foster Victor
Foster Victor has been providing top-notch financial guidance to the Upstate since 2016. We cater to a wide range of clients including young professionals, entrepreneurs, medical professionals, business owners, and multi-generational families. While our firm is deep-rooted here in the upstate and most of our clients are South Carolina residents, we are far-reaching throughout the country—serving clients in 35 states across the U.S. We emphasize the importance of the financial planning aspect of our services—so much so that we provide a customized life plan to each of our clients at the onset of every engagement. We take the time to create a holistic plan that captures the many moving pieces of our clients’ financial big picture. Our team consists of 31 talented individuals from many different backgrounds bringing a wide array of experience to our collaborative environment. With 14 insurance license holders, 8 Certified Financial Planners, 2 Chartered Financial Analysts, 2 in-house attorneys, and a CPA all under one roof—it is safe to say we bring a strong breadth of knowledge to best help our clients.
Haynsworth Sinkler Boyd
At Haynsworth Sinkler Boyd, we strive to build lifelong relationships with clients founded on practical legal solutions. Providing excellent, efficient legal services requires in-depth industry knowledge of your business and the challenges you face in today’s increasingly competitive marketplace. Our attorneys share their complementary skills and experience across the firm to formulate targeted, effective legal strategies and advise on the many issues family businesses encounter. We regularly advise clients on corporate governance, tax issues, estate and succession planning, retirement plan issues, employment law matters and real estate law. And, should an issue arise, our litigation team has extensive experience representing clients in litigation involving contract disputes, business torts, fiduciary law and family partnership disputes or dissolutions. With more than 115 attorneys across our offices in Charleston, Columbia, Florence and Greenville, South Carolina and Raleigh, North Carolina, Haynsworth Sinkler Boyd is well-positioned to be your trusted legal advisor.
Pinnacle Financial
Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective advice to businesses and individuals who want a banking relationship that goes beyond transactions.
When you walk into a Pinnacle office, it doesn’t feel like any other bank, and that’s by design. Pinnacle was founded in Nashville, TN, in 2000 to break the traditional mold and create an award-winning workplace that would attract and retain the best, most experienced financial services professionals. The founders believed that associates who love their jobs and enjoy work-life balance would naturally give their very best to clients.
Lastly, when you call a Pinnacle office, you speak to a local professional. Some say these are their favorite things about Pinnacle. Clients don’t have to repeat themselves for an automated phone menu because we’ve never used one, and our teams have autonomy to do what’s right and make most decisions locally.
