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Leading Advisors
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