| Yes |
HBKS Wealth Advisors |
Financial Service Providers, Wealth Advisor |
Accounting & Tax, Tax Planning, Financial Service Providers, Investment Services |
| Yes |
Fiducient Advisors |
Financial Service Providers, Investment Services, Investment Consultant, Wealth Advisor |
Investment Services, Investment Consultant, Wealth Advisor, Multi-Family Office |
| Yes |
Northern Trust |
Family Enterprise Consultants, Financial Service Providers, Technology Providers, Software Vendors |
Family Enterprise Consultants, Financial Service Providers, Investment Services, Asset Manager |
| Yes |
JOYN Advisors |
Financial Service Providers |
Investment Services, Wealth Advisor |
| Yes |
BPM LLP |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
| Yes |
RSM US LLP |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
| Yes |
Baird |
Financial Service Providers |
Investment Services, Wealth Advisor |
| Yes |
PNC Private Bank Hawthorn |
Financial Service Providers, Multi-Family Office, Philanthropy Advisors, Foundation Administration |
Financial Service Providers, Asset Manager, Bank, Custodian |
| Yes |
Plante Moran |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services |
| Yes |
Frost Bank |
Financial Service Providers |
Investment Services, Asset Manager, Bank, Custodian |
| Yes |
KPMG Family Office |
Accounting & Tax, Family Enterprise Consultants, Financial Service Providers, Multi-Family Office |
Accounting & Tax, Family Enterprise Consultants, Financial Service Providers, Wealth Advisor |
| Yes |
Pitcairn |
Financial Service Providers |
Investment Consultant, Multi-Family Office, Trust Company |
| Yes |
R.J. OASIS |
Financial Service Providers |
Investment Services |
| Yes |
KnowLedger |
Accounting & Tax, Financial Service Providers |
|
| Yes |
Schwab Advisor Family Office |
Financial Service Providers |
Wealth Advisor, Multi-Family Office, Other |