|
Firm Name
|
Type of Advisor
|
Aberdeen Asset Management Inc.
|
Money Managers
|
Advent Software Inc.
|
Technology/Software Firms
|
Albourne America LLC
|
Investment Services
|
Anchin, Block & Anchin / Platinum Advisory Group
|
Multi-Family Offices
|
Aperio Group, LLC
|
Money Managers
|
AQR Capital Management
|
Money Managers
|
Argos Partners, LLC
|
Multi-Family Offices
|
Artio Global Investors
|
Money Managers
|
|
Ascent Private Capital Management
|
Bank or Trust Companies
|
Asset Consulting Group, Inc.
|
Investment Services
|
Assured Management Company
|
Multi-Family Offices
|
Athena Capital Advisors LLC
|
Wealth Management or Advisory Firms
|
Atlantic Trust
|
Wealth Management or Advisory Firms
|
Ballentine Partners, LLC
|
Wealth Management or Advisory Firms
|
Baron Capital Management
|
Money Managers
|
Cambridge Associates, LLC
|
Investment Services
|
Canadian Family Futures Inc.
*
|
Multi-Family Offices
|
Century Wealth Management
|
Multi-Family Offices
|
|
Chartis
|
Insurance Providers
|
Christie's Fine Art Storage Services (CFASS)
|
Specialty Services
|
Clearus, LLC
|
Insurance Providers
|
Convergent Wealth Advisors
|
Investment Services
|
Conversus Asset Management, LLC
|
Money Managers
|
Covenant Multifamily Offices, LLC
|
Multi-Family Offices
|
Credit Suisse
|
Multi-Family Offices
|
CTC Consulting, LLC
|
Investment Services
|
Dayton & Sydney Wealth Strategies Group, LLC
|
Wealth Management or Advisory Firms
|
|
Deutsche Bank Private Wealth Management
|
Bank or Trust Companies
|
Eagle Global Advisors, LLC
|
Money Managers
|
Eagle River Advisors, LLC
|
Wealth Management or Advisory Firms
|
Eton Advisors, L.P.
|
Multi-Family Offices
|
F T I Consulting
|
Accounting Firms
|
Fidelity Family Office Services
|
Money Managers
|
|
Fiduciary Trust Company International
|
Bank or Trust Companies
|
Financial Concepts, Inc.
|
Insurance Providers
|
Fine Arts Coverage Enterprises (FACE) Insurance Services
|
Insurance Providers
|
First Foundation Advisors
|
Philanthropy Advisors
|
Flexjet
|
Specialty Services
|
FORS Limited
*
|
Accounting Firms
|
Frank Crystal & Company
|
Insurance Providers
|
Frontenac Company
|
Money Managers
|
Geller Family Office Services LLC
|
Multi-Family Offices
|
|
GenSpring Family Offices
|
Multi-Family Offices
|
Glenmede
|
Wealth Management or Advisory Firms
|
Glenmede
|
Wealth Management or Advisory Firms
|
Glenmede
|
Wealth Management or Advisory Firms
|
Grant Thornton LLP
|
Accounting Firms
|
Gresham Partners, LLC
|
Multi-Family Offices
|
Greycourt & Co., Inc.
|
Wealth Management or Advisory Firms
|
Harris myCFO
|
Wealth Management or Advisory Firms
|
Hawthorn PNC
|
Multi-Family Offices
|
Heidrick & Struggles
|
Specialty Services
|
Hemenway & Barnes LLP
|
Law Firms
|
HSBC Private Bank
|
Bank or Trust Companies
|
|
HUB International
|
Insurance Providers
|
iMatchDesigners LLC
|
Specialty Services
|
James E. Hughes, Jr.
|
Law Firms
|
Johnson Investment Counsel
|
Wealth Management or Advisory Firms
|
JR Katz
|
Insurance Providers
|
Kanaly Trust Company
|
Multi-Family Offices
|
Kaye Family Business Associates, Inc.
|
Family Enterprise and Business Advisors
|
Kerr Financial
*
|
Multi-Family Offices
|
KJ Harrison & Partners Inc.
*
|
Wealth Management or Advisory Firms
|
Kozusko Harris Duncan
|
Law Firms
|
Kreuzberger / Associates
|
Specialty Services
|
Lansberg, Gersick & Associates
|
Family Enterprise and Business Advisors
|
LC Advisors
|
Wealth Management or Advisory Firms
|
Legacy Family Office, LLC
|
Multi-Family Offices
|
LJM Partners, Ltd.
|
Money Managers
|
Lowenhaupt Global Advisors, LLC
|
Multi-Family Offices
|
Mack International, LLC
|
Specialty Services
|
Mahler Private Staffing
|
Specialty Services
|
Manchester Capital Management LLC
|
Multi-Family Offices
|
Marsh Private Client Services
|
Insurance Providers
|
McLean Budden Ltd
*
|
Money Managers
|
Mirador Family Wealth Advisors
|
Multi-Family Offices
|
Morgan Creek Capital Management, LLC
|
Investment Services
|
National Center for Family Philanthropy
|
Philanthropy Advisors
|
Natixis Global Associates
|
Money Managers
|
|
Nease, Lagana, Eden & Culley, Inc.
|
Insurance Providers
|
North Sky Capital
|
Money Managers
|
Nuveen Investments
|
Wealth Management or Advisory Firms
|
Oswald Companies
|
Insurance Providers
|
P.J. Weil
*
|
Wealth Management or Advisory Firms
|
Parametric Portfolio Associates
|
Money Managers
|
Pathstone Family Office, LLC
|
Multi-Family Offices
|
Personal Fiduciary Advisors, LLC
|
Specialty Services
|
Philanthropic Initiative, Inc.
|
Philanthropy Advisors
|
Pitcairn
|
Multi-Family Offices
|
Private Client Resources, LLC
|
Technology/Software Firms
|
Raptor Capital Management LP
|
Money Managers
|
Relative Solutions
|
Family Enterprise and Business Advisors
|
RMG Associates/Buzz Bray
|
Specialty Services
|
|
Rockefeller Financial
|
Multi-Family Offices
|
Rothstein Kass
|
Accounting Firms
|
|
Schiff Hardin LLP
|
Law Firms
|
Schwab Charitable Fund
|
Philanthropy Advisors
|
Schwab Institutional
|
Wealth Management or Advisory Firms
|
Sentinel Trust Company, LBA
|
Multi-Family Offices
|
|
Silver Bridge Family Office Partners
|
Multi-Family Offices
|
Société Générale
|
Bank or Trust Companies
|
Société Générale Corporate & Investment Banking
*
|
Bank or Trust Companies
|
|
South Dakota Trust Company LLC
|
Bank or Trust Companies
|
Spidel Burnfin LLC
|
Specialty Services
|
State Street Global Advisors
|
Money Managers
|
TAG Associates LLC
|
Multi-Family Offices
|
The Bank of New York Mellon Corporation
|
Wealth Management or Advisory Firms
|
The Carlyle Group
|
Money Managers
|
The Commerce Trust Company
|
Bank or Trust Companies
|
The Grupp Law Firm, PLLC
|
Multi-Family Offices
|
The Madison Group
|
Insurance Providers
|
The TCW Group
|
Money Managers
|
Threshold Group
|
Multi-Family Offices
|
Threshold Group - Family Office Services
|
Multi-Family Offices
|
Threshold Group - Investment Advisory Services
|
Multi-Family Offices
|
Tolleson Wealth Management
|
Multi-Family Offices
|
|
U.S. Trust, Bank of America Private Wealth Management
|
Bank or Trust Companies
|
URALSIB Financial Corporation
*
|
Bank or Trust Companies
|
Video Family Biographies
|
Specialty Services
|
Vogel Consulting
|
Multi-Family Offices
|
|
Wells Fargo Family Wealth
|
Multi-Family Offices
|
Welton Investment Corporation
|
Money Managers
|
Willis North America - Private Client Group
|
Insurance Providers
|
Wilmington Trust
|
Bank or Trust Companies
|
