| Yes |
WillKate |
Family Enterprise Consultants, Governance/Conflict Resolution, Wealth Advisor |
Family Enterprise Consultants |
| 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 |
EstateSpace |
Financial Service Providers, Technology Providers, Software Vendors |
Financial Service Providers, Technology Providers, Software Vendors, Financial Accounting Software |
| Yes |
Rehmann |
Accounting & Tax, Technology Providers, Software Vendors, Communication Software |
Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping, Tax Planning |
| Yes |
Farmers National 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 |
Global Financial Private Client, LLC |
Accounting & Tax, Tax Planning, Business Consultant, Financial Service Providers |
Financial Service Providers, Multi-Family Office |