News from SVA Plumb Financial


SVA Plumb Trust Company’s Parks Presents at Annual Family Business Update

By SVA Financial Group | 11/28/2018

Tammy Koester Parks, J.D., President of SVA Plumb Trust Company, LLC, presents on a panel at the State Bar of Wisconsin’s 3rd Annual Family Business Update.  The live event will be held on December 12, 2018 in Madison, WI.  

Tammy’s presentation, titled Barriers to Advancement for Women in Business, will discuss topics such as:

  • Examination of transition plans for the family business
  • What to do when a wife inherits an interest in the business, but has no decision-making power in the company
  • Deeply embedded cultural norms that serve as barriers to developing daughters and wives as business owners
  • Including female family members in the succession planning process
  • Disparities in lending decisions leaving women-owned businesses less well-capitalized than businesses owned by men
  • Unconscious assumptions made by advisors regarding female roles and the suitability of women in leadership

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About Tammy Koester Parks

Tammy is the President of SVA Plumb Trust Company, LLC. She administers trusts and other fiduciary accounts for high net worth clients and their families.  These include trusts and other individually managed accounts as well as trust services without investment management. Tammy works closely with clients to help them with their estate planning concerns and objectives.

Tammy has over 25 years of experience in the areas of estate planning and trust either as a trust officer or as an attorney in private practice. She enjoys helping clients understand the complex issues and helping them find answers given their unique circumstances.


About the State Bar of Wisconsin

Vision of the State Bar of Wisconsin:  Our members are the respected guardians of the dignity and integrity of the rule of law within a fair and accessible justice system.

The State Bar of Wisconsin is a mandatory professional association, created by the Wisconsin Supreme Court, for all attorneys who hold a Wisconsin law license. With more than 25,000 members, the State Bar aids the courts in improving the administration of justice, provides continuing legal education and other services for its members, supports the education of law students, and educates the public about the legal system. The State Bar of Wisconsin also provides public services, including attorney referrals, public education and reduced-fee legal assistance for low-income state residents.

Although it was created by the Supreme Court, the State Bar is not a state agency and its operations are not supported with tax revenues. Instead, the private association is supported by member dues and earned revenues (e.g., from the sale of books, legal seminars, and other products). The State Bar does not license or discipline attorneys. These and related activities are administered by separate state agencies.

About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.