| 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 |
Foley & Lardner LLP |
Accounting & Tax, Tax Planning, Attorneys, Attorneys - Aircraft |
Attorneys, Attorneys - Trust & Estates, Attorneys - Litigation, Arbitration & Mediation, Attorneys - Other |
| Yes |
Plante Moran |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services |
| 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 |
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 |
Wellspring Associates |
Family Enterprise Consultants, Insurance Services |
Business Consultant, Insurance Consultants, Insurance Broker - Life, Other |
| 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 |
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 |
The Grupp Law Firm LLC |
|
Attorneys - Trust & Estates, Wealth Advisor |
| Yes |
National Center for Family Philanthropy |
Philanthropy Advisors, Philanthropy Consultants |
Philanthropy Advisors, Education Resources |
| Yes |
Foley & Lardner LLP |
Accounting & Tax, Tax Planning, Attorneys, Attorneys - Aircraft |
Attorneys, Attorneys - Trust & Estates, Attorneys - Litigation, Arbitration & Mediation, Attorneys - Other |
| Yes |
Plante Moran |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services |
| Yes |
PNC Private Bank Hawthorn |
Financial Service Providers, Multi-Family Office, Philanthropy Advisors, Foundation Administration |
Financial Service Providers, 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 |