| Yes |
Grant Thornton LLP |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Tax Planning |
Audit & Internal Controls, Valuation & Appraisal Services, Tax Planning, HR - Benefits & Compensation |
| Yes |
Kozusko Harris Duncan |
Attorneys - Trust & Estates |
Attorneys - Trust & Estates |
| Yes |
Plante Moran |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services |
| Yes |
Rockefeller Philanthropy Advisors |
Philanthropy Advisors |
Philanthropy Consultants |
| Yes |
National Center for Family Philanthropy |
Philanthropy Advisors, Philanthropy Consultants |
Philanthropy Advisors, Education Resources |
| Yes |
Waller is now a part of Holland & Knight |
Attorneys, Attorneys - Aircraft, Attorneys - Family Law, Attorneys - Trust & Estates |
Tax Planning, Attorneys, Attorneys - Aircraft, Attorneys - Family Law |
| Yes |
Fiducient Advisors |
Financial Service Providers, Investment Services, Investment Consultant, Wealth Advisor |
Investment Services, Investment Consultant, Wealth Advisor, Multi-Family Office |
| Yes |
Moneta℠ |
Financial Service Providers, Wealth Advisor, Multi-Family Office |
Financial Service Providers, Wealth Advisor, Multi-Family Office |
| Yes |
WillKate |
Family Enterprise Consultants, Governance/Conflict Resolution, Wealth Advisor |
Family Enterprise Consultants |
| Yes |
Global Financial Private Client, LLC |
Accounting & Tax, Tax Planning, Business Consultant, Financial Service Providers |
Financial Service Providers, Multi-Family Office |
| 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 |
HBKS Wealth Advisors |
Financial Service Providers, Wealth Advisor |
Accounting & Tax, Tax Planning, Financial Service Providers, Investment Services |
| Yes |
Hemenway & Barnes LLP |
Attorneys, Attorneys - Litigation, Arbitration & Mediation, Attorneys - Real Estate, Philanthropy Advisors |
Attorneys - Trust & Estates |
| Yes |
Gould Cooksey Fennell |
Tax Planning, Attorneys, Attorneys - Trust & Estates, Attorneys - Litigation, Arbitration & Mediation |
Tax Planning, Attorneys, Attorneys - Trust & Estates, Attorneys - Litigation, Arbitration & Mediation |
| Yes |
Foley & Lardner LLP |
Accounting & Tax, Tax Planning, Attorneys, Attorneys - Aircraft |
Attorneys, Attorneys - Trust & Estates, Attorneys - Litigation, Arbitration & Mediation, Attorneys - Other |