| 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 |
Hemenway & Barnes LLP |
Attorneys, Attorneys - Litigation, Arbitration & Mediation, Attorneys - Real Estate, Philanthropy Advisors |
Attorneys - Trust & Estates |
| 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 |
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 |
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 |
EstateSpace |
Financial Service Providers, Technology Providers, Software Vendors |
Financial Service Providers, Technology Providers, Software Vendors, Financial Accounting Software |
| 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 |
Rehmann |
Accounting & Tax, Technology Providers, Software Vendors, Communication Software |
Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping, Tax Planning |
| 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 |
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 |
Global Financial Private Client, LLC |
Accounting & Tax, Tax Planning, Business Consultant, Financial Service Providers |
Financial Service Providers, Multi-Family Office |
| Yes |
Asset Consulting Group |
Investment Consultant |
Investment Consultant |
| Yes |
Global Financial Private Client, LLC |
Accounting & Tax, Tax Planning, Business Consultant, Financial Service Providers |
Financial Service Providers, Multi-Family Office |
| Yes |
The Vanguard Group |
Financial Service Providers, Investment Services, Investment Consultant, Trust Company |
Investment Services, Wealth Advisor, Trust Company, Philanthropy Consultants |