| 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 |
First Foundation Inc. |
Family Enterprise Consultants |
Business Consultant |
| Yes |
Wellspring Associates |
Family Enterprise Consultants, Insurance Services |
Business Consultant, Insurance Consultants, Insurance Broker - Life, Other |
| Yes |
Glenmede |
Family Enterprise Consultants |
Asset Manager, Custodian, Investment Consultant, Wealth Advisor |
| Yes |
WillKate |
Family Enterprise Consultants, Governance/Conflict Resolution, Wealth Advisor |
Family Enterprise Consultants |
| Yes |
Kaye Family Business Associates, Inc. |
Family Enterprise Consultants |
Governance/Conflict Resolution |
| Yes |
Video Family Biographies |
Educators & Facilitators, Education or Strategy Consultants, Family Enterprise Consultants, Lifestyle Service Providers |
Education or Strategy Consultants, Family Enterprise Consultants, Multi-Family Office, Trust Company |
| 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 |
Northern Trust |
Family Enterprise Consultants, Financial Service Providers, Technology Providers, Software Vendors |
Family Enterprise Consultants, Financial Service Providers, Investment Services, Asset Manager |
| Yes |
Plante Moran |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services |
| Yes |
Global Financial Private Client, LLC |
Accounting & Tax, Tax Planning, Business Consultant, Financial Service Providers |
Financial Service Providers, Multi-Family Office |
| 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 |
Foley & Lardner LLP |
Accounting & Tax, Tax Planning, Attorneys, Attorneys - Aircraft |
Attorneys, Attorneys - Trust & Estates, Attorneys - Litigation, Arbitration & Mediation, Attorneys - Other |