| Yes |
BerryDunn |
Accounting & Tax, Valuation & Appraisal Services, Bill Paying & RecordKeeping, Tax Planning |
Accounting & Tax |
| Yes |
Foley & Lardner LLP |
Accounting & Tax, Tax Planning, Attorneys, Attorneys - Aircraft |
Attorneys, Attorneys - Trust & Estates, Attorneys - Litigation, Arbitration & Mediation, Attorneys - Other |
| 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 |
Rosen, Sapperstein & Friedlander, LLC |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
| Yes |
Plante Moran |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping |
Accounting & Tax, Audit & Internal Controls, Valuation & Appraisal Services |
| 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 |
BerryDunn |
Accounting & Tax, Valuation & Appraisal Services, Bill Paying & RecordKeeping, Tax Planning |
Accounting & Tax |
| 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 |
Armanino |
Accounting & Tax |
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 |
KnowLedger |
Accounting & Tax, Financial Service Providers |
|
| Yes |
BDO USA LLP |
Accounting & Tax |
Audit & Internal Controls, Bill Paying & RecordKeeping, Tax Planning |
| Yes |
Global Financial Private Client, LLC |
Accounting & Tax, Tax Planning, Business Consultant, Financial Service Providers |
Financial Service Providers, Multi-Family Office |
| Yes |
Sheppard, Mullin, Richter & Hampton LLP |
Accounting & Tax, Attorneys |
Tax Planning, Attorneys - Litigation, Arbitration & Mediation, Attorneys - Other, Attorneys - Real Estate |
| Yes |
Rehmann |
Accounting & Tax, Technology Providers, Software Vendors, Communication Software |
Audit & Internal Controls, Valuation & Appraisal Services, Bill Paying & RecordKeeping, Tax Planning |