Family Wealth Management Advisor Directory

Accounting & Tax

  • Audit & Internal Controls
  • Bill Paying and Recordkeeping
  • Tax Planning
  • Valuation and Appraisal Services
     

Attorneys

  • Attorneys - Aircraft
  • Attorneys - Family Law
  • Attorneys - Litigation & Arbitration
  • Attorneys - Other
  • Attorneys - Real Estate
  • Attorneys - Trust & Estates

Educators and Facilitators

  • Coaching & Mentoring
  • Education or Strategy Consultants
  • Education Programs
  • Meeting Facilities
  • Other

Family Enterprise Consultants

  • Business Specialist
  • Governance & Conflict Resolution

Financial Service Providers

  • Business Specialist
  • Governance & Conflict Resolution

Human Resource Services

  • HR - Background Checks
  • HR - Benefits & Compensation
  • HR - Domestic Search & Recruiting
  • HR - Domestic Staff Services
  • HR - Payroll & PEO
  • HR - Professional Search & Recruiting

Insurance Services

  • Insurance Broker - Healthcare
  • Insurance Broker - Life
  • Insurance Broker - P&C
  • Insurance Carriers - Healthcare
  • Insurance Carriers - Life
  • Insurance Carriers - P&C
  • Insurance Consultants
  • Insurance Providers/Brokers

Lifestyle Service Providers

  • Addiction & Disorder Treatment
  • Aircraft Services
  • Architectural Services
  • Art & Collectible Services
  • Concierge Services
  • Family History Services
  • Healthcare Services
  • Other
  • Property Management
  • Public Relations
  • Real Estate Services
  • Yachts

Philanthropy Advisors

  • Accountants
  • Attorneys
  • Education Resources
  • Foundation Administration
  • Grants Management
  • Other
  • Philanthropy Consultants

Professional Services

Security Providers

  • Security Consultants
  • Security Systems

Technology Providers

  • Art Management Software
  • Client Relationship Management Software
  • Communication Services
  • Document Management & Workflow Software
  • Financial Accounting Software
  • General Ledger Software
  • Other
  • Partnership Accounting Software
  • Portfolio Management Software
  • Property Management Software
  • Software Vendors
  • Technology Consultants

Travel Providers