Advisor Directory

Family Wealth Management Advisors

A uniquely curated directory of trusted advisors of family wealth management and lifestyle affairs

Accounting & Tax

Accounting and tax professionals dealing in the areas of audit, internal controls, tax planning, record keeping and more

> Browse Accounting & Tax


Legal services for multi-generational families, including estate planning, income tax planning and litigation

> Browse Attorneys

Educators & Facilitators

Experienced in family wealth education and facilities for family retreats and meetings

> Browse Educators & Facilitators

Family Enterprise Consultants

Professionals providing a range of the consulting skills for the needs of a family enterprise

> Browse Family Enterprise Consultants

Financial Service Providers

Covering banks, custodians, investment consultants, family wealth management advisors, multi-family offices, and asset managers

> Browse Financial Service Providers

Human Resource Services

Resources including benefit and compensation experts, domestic staff services, and search/recruiting professionals

> Browse Human Resource Services

Insurance Services

Including Life, Property, Casualty and others

> Browse Insurance Services

Lifestyle Service Providers

A wide-ranging category covering aircraft, art, concierge services, staffing, health services, property management, security, travel, and others

> Browse Lifestyle Service Providers

Philanthropy Advisors

A range of advisors experienced in philanthropy, including education resources, grant managers, and foundation administrators

> Browse Philanthropy Advisors

Professional Services

Family business consultants, attorneys, accountants, and professionals specializing in tax, human resources, and insurance with experience serving families and family offices

> Browse Professional Services


Security consultants and systems for both personal and corporate needs

> Browse Security

Technology Providers

Software and technology firms with a focus on those that integrate and provide information, and monitor transactions and performance

> Browse Technology Providers


Travel resources focusing on the unique needs of ultra wealthy clients

> Browse Travel

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