Advisor Directory Access a collection of advisors, all dedicated to serving the ultra-wealth market.
Advisor Member Directory
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Towson, United States
RS&F is the leading advisory and CPA firm for single family offices, ultra-high net worth families, and middle market organizations. Our planning team supports family…
Forvis Mazars Private Client Logo
HQ: , United States
We are wealth, investment, and tax strategists and tacticians. We are skilled at what we do and fervent about how we do it. We closely collaborate with internal teams…
HQ: Troy, United States
Rehmann is a fully-integrated financial services and advisory firm headquartered in Troy, MI., consisting of CPAs, consultants, and advisors. Rehmann is ranked as the…
HQ: Chicago, United States
BDO's Family Office Services Group helps ultra-high net worth families manage their priorities – from daily tasks to generational aspirations. We understand that the…
HQ: Chicago, United States
Plante Moran has been providing industry-leading services to clients -- including high net worth individuals and family offices -- for over 90 years.
HQ: Chicago,
Grant Thornton has what it takes to help you drive excellence throughout your business. We collaborate, innovate and care. Our people speak up, get creative and shake up…
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Towson, United States
RS&F is the leading advisory and CPA firm for single family offices, ultra-high net worth families, and middle market organizations. Our planning team supports family…
HQ: Portland, United States
BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based in our Boston office, we…
Forvis Mazars Private Client Logo
HQ: , United States
We are wealth, investment, and tax strategists and tacticians. We are skilled at what we do and fervent about how we do it. We closely collaborate with internal teams…
HQ: Troy, United States
Rehmann is a fully-integrated financial services and advisory firm headquartered in Troy, MI., consisting of CPAs, consultants, and advisors. Rehmann is ranked as the…
HQ: Chicago, United States
Plante Moran has been providing industry-leading services to clients -- including high net worth individuals and family offices -- for over 90 years.
HQ: Chicago,
Grant Thornton has what it takes to help you drive excellence throughout your business. We collaborate, innovate and care. Our people speak up, get creative and shake up…
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Towson, United States
RS&F is the leading advisory and CPA firm for single family offices, ultra-high net worth families, and middle market organizations. Our planning team supports family…
HQ: Portland, United States
BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based in our Boston office, we…
Forvis Mazars Private Client Logo
HQ: , United States
We are wealth, investment, and tax strategists and tacticians. We are skilled at what we do and fervent about how we do it. We closely collaborate with internal teams…
HQ: Troy, United States
Rehmann is a fully-integrated financial services and advisory firm headquartered in Troy, MI., consisting of CPAs, consultants, and advisors. Rehmann is ranked as the…
HQ: Chicago, United States
BDO's Family Office Services Group helps ultra-high net worth families manage their priorities – from daily tasks to generational aspirations. We understand that the…
HQ: Chicago, United States
Plante Moran has been providing industry-leading services to clients -- including high net worth individuals and family offices -- for over 90 years.
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Towson, United States
RS&F is the leading advisory and CPA firm for single family offices, ultra-high net worth families, and middle market organizations. Our planning team supports family…
HQ: Portland, United States
BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based in our Boston office, we…
HQ: Vero Beach,
Our firm has served high net worth clients for over 55 years and created a family office group that has served multiple families for the last 22 years. The Family Office…
HQ: Naples,
HBKS® Wealth Advisors provides a range of wealth services to individuals, businesses and nonprofits. We are a member of the HBK family of professional service companies,…
HQ: Sarasota, United States
More than Wealth Management, we strive to offer clarity to help you to reach, achieve and exceed Life's goals. Our Vision is to bring about a new dimension of service,…
Forvis Mazars Private Client Logo
HQ: , United States
We are wealth, investment, and tax strategists and tacticians. We are skilled at what we do and fervent about how we do it. We closely collaborate with internal teams…
HQ: Troy, United States
Rehmann is a fully-integrated financial services and advisory firm headquartered in Troy, MI., consisting of CPAs, consultants, and advisors. Rehmann is ranked as the…
HQ: Chicago, United States
BDO's Family Office Services Group helps ultra-high net worth families manage their priorities – from daily tasks to generational aspirations. We understand that the…
HQ: Chicago, United States
Our experienced Family Offices team can help while being attuned to your specific needs and perspectives. You will receive comprehensive legal solutions that are family…
HQ: New York, United States
Our lawyers advise clients on wealth management issues for family offices with global investments and family members around the world. We provide comprehensive advice…
HQ: Chicago, United States
Plante Moran has been providing industry-leading services to clients -- including high net worth individuals and family offices -- for over 90 years.
HQ: Chicago,
Grant Thornton has what it takes to help you drive excellence throughout your business. We collaborate, innovate and care. Our people speak up, get creative and shake up…
HQ: Grand Rapids, United States
For decades, we have provided family offices and the families they serve with a full complement of legal services, including tax strategy, estate and wealth transfer…
HQ: Vero Beach,
Our firm has served high net worth clients for over 55 years and created a family office group that has served multiple families for the last 22 years. The Family Office…
HQ: St. Louis, United States
We partner with closely held businesses and private clients to grow and to strengthen finances, families and futures. As a full-service law firm based in the Midwest, we…
HQ: Chicago, United States
Our experienced Family Offices team can help while being attuned to your specific needs and perspectives. You will receive comprehensive legal solutions that are family…
HQ: Grand Rapids, United States
For decades, we have provided family offices and the families they serve with a full complement of legal services, including tax strategy, estate and wealth transfer…
HQ: New York, United States
With more than 900 lawyers in 19 offices across the United States and Asia, Perkins Coie represents great companies across a wide range of industries and stages of…
HQ: Jackson, United States
HQ: Washington , Asia Pacific
Domestic and international private client and private business advice for family offices, private businesses and entrepreneurs, including tax planning, significant…
HQ: Boston, United States
Hemenway & Barnes has served generations of individuals and families as a trusted family office helping them accomplish personal and financial goals. We provide a full…
HQ: Vero Beach,
Our firm has served high net worth clients for over 55 years and created a family office group that has served multiple families for the last 22 years. The Family Office…
HQ: St. Louis, United States
We partner with closely held businesses and private clients to grow and to strengthen finances, families and futures. As a full-service law firm based in the Midwest, we…
HQ: Chicago, United States
Our experienced Family Offices team can help while being attuned to your specific needs and perspectives. You will receive comprehensive legal solutions that are family…
HQ: New York, United States
Our lawyers advise clients on wealth management issues for family offices with global investments and family members around the world. We provide comprehensive advice…
HQ: Grand Rapids, United States
For decades, we have provided family offices and the families they serve with a full complement of legal services, including tax strategy, estate and wealth transfer…
HQ: Boston, United States
Hemenway & Barnes has served generations of individuals and families as a trusted family office helping them accomplish personal and financial goals. We provide a full…
HQ: Vero Beach,
Our firm has served high net worth clients for over 55 years and created a family office group that has served multiple families for the last 22 years. The Family Office…
HQ: Cleveland,
BakerHostetler, one of the nation’s largest law firms, has 17 offices coast-to coast and represents clients around the globe. For more than 100 years, our Private Wealth…
HQ: Chicago, United States
Our experienced Family Offices team can help while being attuned to your specific needs and perspectives. You will receive comprehensive legal solutions that are family…
HQ: New York, United States
Our lawyers advise clients on wealth management issues for family offices with global investments and family members around the world. We provide comprehensive advice…
HQ: Grand Rapids, United States
For decades, we have provided family offices and the families they serve with a full complement of legal services, including tax strategy, estate and wealth transfer…
HQ: New York, United States
With more than 900 lawyers in 19 offices across the United States and Asia, Perkins Coie represents great companies across a wide range of industries and stages of…
HQ: Vero Beach,
Our firm has served high net worth clients for over 55 years and created a family office group that has served multiple families for the last 22 years. The Family Office…
HQ: St. Louis, United States
We partner with closely held businesses and private clients to grow and to strengthen finances, families and futures. As a full-service law firm based in the Midwest, we…
HQ: Chicago, United States
Our experienced Family Offices team can help while being attuned to your specific needs and perspectives. You will receive comprehensive legal solutions that are family…
HQ: New York, United States
Our lawyers advise clients on wealth management issues for family offices with global investments and family members around the world. We provide comprehensive advice…
HQ: New York, United States
With more than 900 lawyers in 19 offices across the United States and Asia, Perkins Coie represents great companies across a wide range of industries and stages of…
HQ: Boston, United States
Hemenway & Barnes has served generations of individuals and families as a trusted family office helping them accomplish personal and financial goals. We provide a full…
HQ: Lincolnwood, United States
Video Family Biographies helps exceptional families preserve and protect the the family legacy with luxury, documentary-style, video biographies, on a Blu-Ray Disc, DVD,…
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Sarasota, United States
More than Wealth Management, we strive to offer clarity to help you to reach, achieve and exceed Life's goals. Our Vision is to bring about a new dimension of service,…
HQ: Atlanta,
Life Insurance Consultants specializing in life insurance audits for family offices • Advanced planning expertise in estate, business continuity, philanthropic, and…
HQ: Chicago, United States
Plante Moran has been providing industry-leading services to clients -- including high net worth individuals and family offices -- for over 90 years.
HQ: Irvine, United States
Since 1990 First Foundation’s mission has been to enhance the wealth and well-being of our clients through integrated Investment Management, Wealth Planning, Family…
HQ: Chicago, United States
Our experienced Family Offices team can help while being attuned to your specific needs and perspectives. You will receive comprehensive legal solutions that are family…
HQ: Evanston, United States
Kenneth Kaye is among the most experienced (26 years in this specialty), published (three books and dozens of articles on the psychological dynamics of family businesses…
HQ: Sarasota, United States
More than Wealth Management, we strive to offer clarity to help you to reach, achieve and exceed Life's goals. Our Vision is to bring about a new dimension of service,…
HQ: Austin, United States
Tolleson logo
HQ: Dallas, United States
At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial…
HQ: Wilmington, United States
Established by T. Coleman duPont in 1903, Wilmington Trust provides Wealth Advisory services for clients throughout the United States and Europe. We are a nationally…
HQ: Philadelphia, United States
Founded in 1956 as a trust company, Glenmede was formed to serve in perpetuity as the investment manager, fiduciary and trustee of the Pew family’s charitable interests …
HQ: Chicago, United States
BMO Family Office is a high touch, high service wealth consulting firm that delivers integrated solutions to over 300 ultra-affluent individuals, families and family…
HQ: Philadelphia, United States
Hawthorn, a member of The PNC Financial Services Group, Inc., and one of the country’s largest and most successful multifamily offices, brings insightful advice and…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
HQ: Austin, United States
Tolleson logo
HQ: Dallas, United States
At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial…
HQ: Wilmington, United States
Established by T. Coleman duPont in 1903, Wilmington Trust provides Wealth Advisory services for clients throughout the United States and Europe. We are a nationally…
HQ: Chicago, United States
BMO Family Office is a high touch, high service wealth consulting firm that delivers integrated solutions to over 300 ultra-affluent individuals, families and family…
HQ: Philadelphia, United States
Hawthorn, a member of The PNC Financial Services Group, Inc., and one of the country’s largest and most successful multifamily offices, brings insightful advice and…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
HQ: Austin, United States
HQ: Philadelphia, United States
Founded in 1956 as a trust company, Glenmede was formed to serve in perpetuity as the investment manager, fiduciary and trustee of the Pew family’s charitable interests …
HQ: Chicago, United States
BMO Family Office is a high touch, high service wealth consulting firm that delivers integrated solutions to over 300 ultra-affluent individuals, families and family…
HQ: Philadelphia, United States
Hawthorn, a member of The PNC Financial Services Group, Inc., and one of the country’s largest and most successful multifamily offices, brings insightful advice and…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
Asset Consulting Group logo
HQ: St. Louis, United States
We are a premier investment consulting firm that provides comprehensive and conflict-free investment expertise. We develop, implement and monitor sophisticated…
HQ: Sarasota, United States
More than Wealth Management, we strive to offer clarity to help you to reach, achieve and exceed Life's goals. Our Vision is to bring about a new dimension of service,…
HQ: Chicago,
Founded in 1995, Fiducient Advisors provides strategic, client-centric investment consulting solutions intended to help our clients prosper. Retirement plan sponsors,…
Forvis Mazars Private Client Logo
HQ: , United States
We are wealth, investment, and tax strategists and tacticians. We are skilled at what we do and fervent about how we do it. We closely collaborate with internal teams…
HQ: Boston, United States
NEPC Private Wealth Management services specialize in private wealth consulting, partnering with clients to expertly guide them in pursuing your investment goals,…
HQ: Malvern , United States
Vanguard's Family Office division offers world-class, holistic services customized to the needs of your family office. At Vanguard, we are unique in that our clients are…
HQ: Chicago, United States
Gresham, wholly owned by its senior professionals since 1997, advises on approximately $7 billion for about 110 families. Our comprehensive investment, wealth planning…
Tolleson logo
HQ: Dallas, United States
At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial…
HQ: Boston, United States
Cambridge Associates is a leading global investment firm. The firm aims to help private clients, endowments & foundations, healthcare systems, and pension plans…
HQ: Philadelphia, United States
Founded in 1956 as a trust company, Glenmede was formed to serve in perpetuity as the investment manager, fiduciary and trustee of the Pew family’s charitable interests …
HQ: Chicago, United States
BMO Family Office is a high touch, high service wealth consulting firm that delivers integrated solutions to over 300 ultra-affluent individuals, families and family…
HQ: Montreal, United States
Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
Pitcairn
HQ: Jenkintown, United States
Pitcairn is a leading multi-family office, providing families and single family offices with investment advice, flexible trust services, comprehensive planning, and…
HQ: Toronto,
Always looking forward. A family office should be built around your unique needs with a team that takes the time to get to know you. A team who understands the…
HQ: Naples,
HBKS® Wealth Advisors provides a range of wealth services to individuals, businesses and nonprofits. We are a member of the HBK family of professional service companies,…
HQ: Sarasota, United States
More than Wealth Management, we strive to offer clarity to help you to reach, achieve and exceed Life's goals. Our Vision is to bring about a new dimension of service,…
HQ: Chicago,
Founded in 1995, Fiducient Advisors provides strategic, client-centric investment consulting solutions intended to help our clients prosper. Retirement plan sponsors,…
HQ: Milwaukee,
Backed by Baird Private Wealth Management, Baird Family Wealth offers a unique wealth management experience for private business owners and families with generational…
HQ: Atlanta,
We are on a mission to change the way America thinks about money. JOYN has invested over a decade applying neurobiology and the scientific principles of Behavioral…
Forvis Mazars Private Client Logo
HQ: , United States
We are wealth, investment, and tax strategists and tacticians. We are skilled at what we do and fervent about how we do it. We closely collaborate with internal teams…
HQ: Baltimore, United States
Wealthy & Wise Family Office is Korea’s first private family office located in Seoul. The organization is led by CEO SangWoo Park, a graduate of Bucknell University with…
HQ: Malvern , United States
Vanguard's Family Office division offers world-class, holistic services customized to the needs of your family office. At Vanguard, we are unique in that our clients are…
HQ: St. Louis, United States
We help successful families and individuals secure their current financial wealth and plan for the future they imagine. Moneta is an independent registered investment…
HQ: Chicago, United States
Gresham, wholly owned by its senior professionals since 1997, advises on approximately $7 billion for about 110 families. Our comprehensive investment, wealth planning…
HQ: Jackson, United States
Tolleson logo
HQ: Dallas, United States
At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial…
HQ: Wilmington, United States
Established by T. Coleman duPont in 1903, Wilmington Trust provides Wealth Advisory services for clients throughout the United States and Europe. We are a nationally…
HQ: Boston, United States
Cambridge Associates is a leading global investment firm. The firm aims to help private clients, endowments & foundations, healthcare systems, and pension plans…
HQ: Philadelphia, United States
Founded in 1956 as a trust company, Glenmede was formed to serve in perpetuity as the investment manager, fiduciary and trustee of the Pew family’s charitable interests …
HQ: Chicago, United States
BMO Family Office is a high touch, high service wealth consulting firm that delivers integrated solutions to over 300 ultra-affluent individuals, families and family…
HQ: Montreal, United States
Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
HQ: Westlake,
With over three decades of service to investment advisors and the ultra-wealthy community, Charles Schwab & Co., Inc. has the experience and custody resources needed for…
HQ: Portland, United States
BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based in our Boston office, we…
HQ: Toronto,
Always looking forward. A family office should be built around your unique needs with a team that takes the time to get to know you. A team who understands the…
HQ: Sarasota, United States
More than Wealth Management, we strive to offer clarity to help you to reach, achieve and exceed Life's goals. Our Vision is to bring about a new dimension of service,…
HQ: Chicago,
Founded in 1995, Fiducient Advisors provides strategic, client-centric investment consulting solutions intended to help our clients prosper. Retirement plan sponsors,…
Forvis Mazars Private Client Logo
HQ: , United States
We are wealth, investment, and tax strategists and tacticians. We are skilled at what we do and fervent about how we do it. We closely collaborate with internal teams…
HQ: Baltimore, United States
Wealthy & Wise Family Office is Korea’s first private family office located in Seoul. The organization is led by CEO SangWoo Park, a graduate of Bucknell University with…
HQ: St. Louis, United States
We help successful families and individuals secure their current financial wealth and plan for the future they imagine. Moneta is an independent registered investment…
HQ: Chicago, United States
Gresham, wholly owned by its senior professionals since 1997, advises on approximately $7 billion for about 110 families. Our comprehensive investment, wealth planning…
HQ: Chapel Hill ,
Eton Advisors is a Multi-Family Office dedicated to provide discerning, high net-worth clients with sophisticated wealth management and family office services. Our…
Pitcairn
HQ: Jenkintown, United States
Pitcairn is a leading multi-family office, providing families and single family offices with investment advice, flexible trust services, comprehensive planning, and…
HQ: Westlake,
With over three decades of service to investment advisors and the ultra-wealthy community, Charles Schwab & Co., Inc. has the experience and custody resources needed for…
HQ: Chicago, United States
BMO Family Office is a high touch, high service wealth consulting firm that delivers integrated solutions to over 300 ultra-affluent individuals, families and family…
HQ: Philadelphia, United States
Hawthorn, a member of The PNC Financial Services Group, Inc., and one of the country’s largest and most successful multifamily offices, brings insightful advice and…
HQ: Montreal, United States
Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of…
HQ: Lincolnwood, United States
Video Family Biographies helps exceptional families preserve and protect the the family legacy with luxury, documentary-style, video biographies, on a Blu-Ray Disc, DVD,…
HQ: Atlanta,
Life Insurance Consultants specializing in life insurance audits for family offices • Advanced planning expertise in estate, business continuity, philanthropic, and…
HQ: Westlake,
With over three decades of service to investment advisors and the ultra-wealthy community, Charles Schwab & Co., Inc. has the experience and custody resources needed for…
HQ: Las Vegas, United States
Wealthgate Trust (WGT) is a client-founded multi-family Nevada trust company that exclusively partners with UHNW families and their advisory team to create, implement,…
HQ: Malvern , United States
Vanguard's Family Office division offers world-class, holistic services customized to the needs of your family office. At Vanguard, we are unique in that our clients are…
HQ: Jackson, United States
Willow Street works collaboratively with families and their advisors to administer custom Wyoming fiduciary structures.
HQ: Boston, United States
Cambridge Associates is a leading global investment firm. The firm aims to help private clients, endowments & foundations, healthcare systems, and pension plans…
HQ: Chicago, United States
BMO Family Office is a high touch, high service wealth consulting firm that delivers integrated solutions to over 300 ultra-affluent individuals, families and family…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
Pitcairn
HQ: Jenkintown, United States
Pitcairn is a leading multi-family office, providing families and single family offices with investment advice, flexible trust services, comprehensive planning, and…
HQ: Sioux Falls, United States
With currently more than $110 billion in assets under administration, South Dakota Trust Company LLC (SDTC) offers pure trust administration without any product, working…
HQ: Lincolnwood, United States
Video Family Biographies helps exceptional families preserve and protect the the family legacy with luxury, documentary-style, video biographies, on a Blu-Ray Disc, DVD,…
HQ: Milwaukee, United States
Mahler Private Staffing is a full-service placement firm that responds discreetly to our clients’ specialized staffing needs for their homes and family offices…
HQ: Milwaukee, United States
Mahler Private Staffing is a full-service placement firm that responds discreetly to our clients’ specialized staffing needs for their homes and family offices…
HQ: Milwaukee, United States
Mahler Private Staffing is a full-service placement firm that responds discreetly to our clients’ specialized staffing needs for their homes and family offices…
Agreus
HQ: New York,
Agreus Group is a full-service resources and recruitment consultancy dedicated to working exclusively with Family Offices throughout the world. We offer a bespoke and…
HQ: Chicago,
Grant Thornton has what it takes to help you drive excellence throughout your business. We collaborate, innovate and care. Our people speak up, get creative and shake up…
Agreus
HQ: New York,
Agreus Group is a full-service resources and recruitment consultancy dedicated to working exclusively with Family Offices throughout the world. We offer a bespoke and…
HQ: San Francisco, United States
Arimilli Consulting provides nationwide retained executive search services to family offices, wealth management firms and private foundations. We specialize in the…
HQ: Milwaukee, United States
Mahler Private Staffing is a full-service placement firm that responds discreetly to our clients’ specialized staffing needs for their homes and family offices…
HQ: Minneapolis, United States
Protecting a client’s assets requires superior coverage. As the world’s largest publicly traded property and casualty company, Chubb provides a broad range of products…
HQ: Atlanta,
Life Insurance Consultants specializing in life insurance audits for family offices • Advanced planning expertise in estate, business continuity, philanthropic, and…
HQ: New York, United States
At Marsh McLennan Agency Private Client Services (MMA PCS), we serve clients whose lives are anything but ordinary. That’s why we design insurance solutions that are…
HQ: Valhalla, United States
USI Personal Risk Services offers dedicated individual risk management consulting from the collaborative effort of 200+ personal risk professionals nationwide. As one of…
HQ: Chicago, United States
In a rapidly changing world, HUB International advises family offices, individuals and businesses on how to prepare for the unexpected. When you partner with us, you're…
HQ: New York, United States
At Marsh McLennan Agency Private Client Services (MMA PCS), we serve clients whose lives are anything but ordinary. That’s why we design insurance solutions that are…
HQ: Chicago, United States
In a rapidly changing world, HUB International advises family offices, individuals and businesses on how to prepare for the unexpected. When you partner with us, you're…
HQ: Chicago, United States
In a rapidly changing world, HUB International advises family offices, individuals and businesses on how to prepare for the unexpected. When you partner with us, you're…
HQ: Atlanta,
Life Insurance Consultants specializing in life insurance audits for family offices • Advanced planning expertise in estate, business continuity, philanthropic, and…
HQ: Minneapolis, United States
Protecting a client’s assets requires superior coverage. As the world’s largest publicly traded property and casualty company, Chubb provides a broad range of products…
HQ: New York, United States
Property and casualty insurance is a critical wealth preservation tool, but too often it is overlooked. The Private Client Group at AIG offers families access to best…
HQ: Valhalla, United States
USI Personal Risk Services offers dedicated individual risk management consulting from the collaborative effort of 200+ personal risk professionals nationwide. As one of…
HQ: Chicago, United States
In a rapidly changing world, HUB International advises family offices, individuals and businesses on how to prepare for the unexpected. When you partner with us, you're…
HQ: Louisville, United States
Jefferson National offers a no-load, flat-fee, tax-advantaged account engineered for greater accumulation potential. This innovative variable annuity boasts 390+…
HQ: New York, United States
At Marsh McLennan Agency Private Client Services (MMA PCS), we serve clients whose lives are anything but ordinary. That’s why we design insurance solutions that are…
HQ: Frisco,
"With layoffs and recession fears being top of mind for so many organizations, how does your program offer a solution to people's concerns?” Travel is an ongoing need…
HQ: New York, United States
Property and casualty insurance is a critical wealth preservation tool, but too often it is overlooked. The Private Client Group at AIG offers families access to best…
HQ: Lincolnwood, United States
Video Family Biographies helps exceptional families preserve and protect the the family legacy with luxury, documentary-style, video biographies, on a Blu-Ray Disc, DVD,…
HQ: Lincolnwood, United States
Video Family Biographies helps exceptional families preserve and protect the the family legacy with luxury, documentary-style, video biographies, on a Blu-Ray Disc, DVD,…
HQ: New York, United States
Property and casualty insurance is a critical wealth preservation tool, but too often it is overlooked. The Private Client Group at AIG offers families access to best…
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Portland, United States
BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based in our Boston office, we…
HQ: Vero Beach,
Our firm has served high net worth clients for over 55 years and created a family office group that has served multiple families for the last 22 years. The Family Office…
HQ: Cleveland,
BakerHostetler, one of the nation’s largest law firms, has 17 offices coast-to coast and represents clients around the globe. For more than 100 years, our Private Wealth…
HQ: St. Louis, United States
We partner with closely held businesses and private clients to grow and to strengthen finances, families and futures. As a full-service law firm based in the Midwest, we…
HQ: Chicago, United States
Our experienced Family Offices team can help while being attuned to your specific needs and perspectives. You will receive comprehensive legal solutions that are family…
HQ: New York, United States
Our lawyers advise clients on wealth management issues for family offices with global investments and family members around the world. We provide comprehensive advice…
HQ: Grand Rapids, United States
For decades, we have provided family offices and the families they serve with a full complement of legal services, including tax strategy, estate and wealth transfer…
HQ: New York, United States
With more than 900 lawyers in 19 offices across the United States and Asia, Perkins Coie represents great companies across a wide range of industries and stages of…
HQ: Boston, United States
Hemenway & Barnes has served generations of individuals and families as a trusted family office helping them accomplish personal and financial goals. We provide a full…
HQ: Washington, United States
Established in 1997, the National Center for Family Philanthropy (NCFP) is a catalyst for the greater good; it provides donors and their families with comprehensive…
HQ: New York, United States
Property and casualty insurance is a critical wealth preservation tool, but too often it is overlooked. The Private Client Group at AIG offers families access to best…
HQ: Malvern , United States
Vanguard's Family Office division offers world-class, holistic services customized to the needs of your family office. At Vanguard, we are unique in that our clients are…
HQ: Philadelphia, United States
Hawthorn, a member of The PNC Financial Services Group, Inc., and one of the country’s largest and most successful multifamily offices, brings insightful advice and…
HQ: Malvern , United States
Vanguard's Family Office division offers world-class, holistic services customized to the needs of your family office. At Vanguard, we are unique in that our clients are…
HQ: , United States
A Long Philanthropic Tradition Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that currently advises on and manages more than $280 million in annual…
HQ: Washington, United States
Established in 1997, the National Center for Family Philanthropy (NCFP) is a catalyst for the greater good; it provides donors and their families with comprehensive…
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Troy, United States
Rehmann is a fully-integrated financial services and advisory firm headquartered in Troy, MI., consisting of CPAs, consultants, and advisors. Rehmann is ranked as the…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Troy, United States
Rehmann is a fully-integrated financial services and advisory firm headquartered in Troy, MI., consisting of CPAs, consultants, and advisors. Rehmann is ranked as the…
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
logo
HQ: El Segundo, United States
Armanino LLP is one of the 20 largest independent accounting and business consulting firms in the nation. A certified B Corporation®, Armanino provides an integrated set…
HQ: Toronto,
Always looking forward. A family office should be built around your unique needs with a team that takes the time to get to know you. A team who understands the…
HQ: Troy, United States
Rehmann is a fully-integrated financial services and advisory firm headquartered in Troy, MI., consisting of CPAs, consultants, and advisors. Rehmann is ranked as the…
HQ: Chicago, United States
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions,…
HQ: Frisco,
"With layoffs and recession fears being top of mind for so many organizations, how does your program offer a solution to people's concerns?” Travel is an ongoing need…