Firm Name
Type of Advisor
AIG Investments
Money Managers
AIG Investments
Money Managers
AIG Investments
Money Managers
AIG Investments
Money Managers
AIG Investments
Money Managers
Barclays Global Investors
Money Managers
Barclays Global Investors
Money Managers
Bombardier Flexjet
Specialty Services
Butterfield Bank (Guernsey) Limited
*
Wealth Management or Advisory Firms
Butterfield Bank (Guernsey) Limited
Investment Services
Butterfield Bank (Guernsey) Limited – Custody Services
Bank or Trust Companies
Butterfield Bank (Guernsey) Limited –Services to Family Offices
Wealth Management or Advisory Firms
Butterfield Fund Services (Guernsey) Limited
Wealth Management or Advisory Firms
Butterfield Trust (Guernsey) Limited - Fiduciary Services
Wealth Management or Advisory Firms
Convergent Wealth Advisors
Investment Services
Lydian Wealth Management
Investment Services
CTC Consulting, LLC
Investment Services
CTC Consulting, LLC
Investment Services
Deutsche Bank Private Wealth Management
Bank or Trust Companies
Deutsche Bank Private Wealth Management
Bank or Trust Companies
Fiduciary Trust Company International
Bank or Trust Companies
GenSpring Family Offices
Multi-Family Offices
HUB International
Insurance Providers
Morgan Stanley Trust, NA
Bank or Trust Companies
Morgan Stanley Trust, NA
Bank or Trust Companies
National Center for Family Philanthropy
Philanthropy Advisors
NCFP - Family Philanthropy Online
Philanthropy Advisors
Nease, Lagana, Eden & Culley, Inc.
Insurance Providers
Nease, Lagana - Family Business Advisors
Family Business Advisors
Nease, Lagana - Insurance Broker
Insurance Providers
Nease, Lagana - Philanthropy Advisors
Philanthropy Advisors
Nease, Lagana - Specialty Services
Specialty Services
Pictet & Cie
*
Wealth Management or Advisory Firms
Threshold Group
Multi-Family Offices
Threshold Group
Multi-Family Offices
Threshold Group - Family Office Services
Multi-Family Offices
Threshold Group - Investment Advisory Services
Multi-Family Offices
U.S. Trust, Bank of America Private Wealth Management
Bank or Trust Companies
United States Trust Company, N.A.
Bank or Trust Companies
United States Trust Company, N.A. - Investment Management
Multi-Family Offices
United States Trust Company, N.A. - Multi-Family Office
Multi-Family Offices
United States Trust Company, N.A. - Clientwebstation™
Bank or Trust Companies
United States Trust Company, N.A. - Trustee for Family Assets
Bank or Trust Companies
VermogensGroep
*
Wealth Management or Advisory Firms
Wells Fargo Bank
Wealth Management or Advisory Firms
Wells Fargo Family Wealth Group
Wealth Management or Advisory Firms
Wells Fargo Family Wealth Group
Wealth Management or Advisory Firms
Wilmington Trust
Wealth Management or Advisory Firms
Wilmington Trust Company
Wealth Management or Advisory Firms