| Yes |
NEPC, LLC |
Financial Service Providers |
Investment Consultant |
| Yes |
Tolleson Wealth Management |
Financial Service Providers |
Asset Manager, Bank, Investment Consultant, Wealth Advisor |
| Yes |
Willow Street |
Financial Service Providers, Trust Company |
Trust Company |
| Yes |
Wealthy & Wise Family Office |
Financial Service Providers |
Wealth Advisor, Multi-Family Office |
| Yes |
Wilmington Trust |
Financial Service Providers |
Investment Services, Asset Manager, Bank, Wealth Advisor |
| Yes |
Global Financial Private Client, LLC |
Accounting & Tax, Tax Planning, Business Consultant, Financial Service Providers |
Financial Service Providers, Multi-Family Office |
| Yes |
Eton Advisors Group LLC |
Financial Service Providers |
Multi-Family Office |
| Yes |
Moneta℠ |
Financial Service Providers, Wealth Advisor, Multi-Family Office |
Financial Service Providers, Wealth Advisor, Multi-Family Office |
| Yes |
Wealthgate Trust Company |
Financial Service Providers, Trust Company |
Financial Service Providers, Trust Company |
| Yes |
Gresham Partners, LLC |
Financial Service Providers |
Investment Consultant, Wealth Advisor, Multi-Family Office |
| Yes |
Cambridge Associates |
Financial Service Providers |
Investment Consultant, Wealth Advisor, Trust Company |
| Yes |
The Vanguard Group |
Financial Service Providers, Investment Services, Investment Consultant, Trust Company |
Investment Services, Wealth Advisor, Trust Company, Philanthropy Consultants |
| Yes |
BMO Family Office |
Financial Service Providers |
Asset Manager, Bank, Custodian, Investment Consultant |
| Yes |
Forvis Mazars Private Client |
Accounting & Tax, Financial Service Providers, Wealth Advisor, Technology Providers |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
| Yes |
Kerr Financial Group |
Financial Service Providers |
Investment Consultant, Multi-Family Office, Wealth Advisor |