Official Partners

BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based out of our Boston office, we provide a full suite of services, including outsourced accounting; CFO, controller, and back office services; tax planning and compliance; business valuation; succession planning; IT consulting; and project management. Learn More

Crain Currency is the premier digital news hub tailored for individuals overseeing family wealth and legacy. We provide industry news and peer-to-peer insights to help family offices address their unique challenges. We focus on connecting like-minded individuals and creating networking opportunities. Learn More

IntraFi is a financial services and technology company that enables banks to provide depositors with access to large-dollar FDIC-insured deposits. Over 3,000 financial institutions are members of IntraFi’s network. In aggregate, individual and institutional depositors such as high net worth individuals, family offices, businesses, government entities, and nonprofits, place hundreds of billions of dollars using IntraFi’s tested, truste... Learn More

RSM empowers family offices with trusted advisors and scalable solutions—built for complexity, guided by legacy, and designed to thrive across generations. Learn More