| 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 |
PNC Private Bank Hawthorn |
Financial Service Providers, Multi-Family Office, Philanthropy Advisors, Foundation Administration |
Financial Service Providers, Asset Manager, Bank, Custodian |
| 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 |
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 |
The Vanguard Group |
Financial Service Providers, Investment Services, Investment Consultant, Trust Company |
Investment Services, Wealth Advisor, Trust Company, Philanthropy Consultants |
| Yes |
National Center for Family Philanthropy |
Philanthropy Advisors, Philanthropy Consultants |
Philanthropy Advisors, Education Resources |
| 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 |
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 |
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 |
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 |
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 |
Aquila Aviation Ventures - Mente Group and Four Corners Aviation |
Aircraft Services, Travel |
Lifestyle Service Providers, Aircraft Services, Travel |
| Yes |
AIG |
Insurance Services, Insurance Carriers - P&C, Art & Collectible Services, Yachts |
Insurance Carriers - P&C |