Property and casualty insurance is a critical wealth preservation tool, but too often it is overlooked. The Private Client Group at AIG offers families access to best-in-class solutions to safeguard assets and personal liability through sound risk management practices.
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Since 1990 First Foundation’s mission has been to enhance the wealth and well-being of our clients through integrated Investment Management, Wealth Planning, Family Consulting Services, Trust Services, Insurance and Banking.
Hemenway & Barnes has served generations of individuals and families as a trusted family office helping them accomplish personal and financial goals. We provide a full range of services, to coordinate the stewardship of assets and promote personal, business and philanthropic interests.
Kenneth Kaye is among the most experienced (26 years in this specialty), published (three books and dozens of articles on the psychological dynamics of family businesses), and respected family business experts in North America.
At Marsh McLennan Agency Private Client Services (MMA PCS), we serve clients whose lives are anything but ordinary. That’s why we design insurance solutions that are just as unique – with the expertise, personal approach, and in-depth industry knowledge necessary to protect our clients’ wealth, safeguard the things and people they love, and keep ma...
Grant Thornton has what it takes to help you drive excellence throughout your business. We collaborate, innovate and care. Our people speak up, get creative and shake up the status quo. We believe in the power of fresh thinking and passionate people. Grant Thornton LLP (Grant Thornton) is the U.S. member firm of Grant Thornton International Ltd...
Domestic and international private client and private business advice for family offices, private businesses and entrepreneurs, including tax planning, significant transactions, trusts and estates, tax disputes and philanthropy. We focus on those areas of the law that are of recurring importance to private clients, which enables us to provide ad...
Mahler Private Staffing is a full-service placement firm that responds discreetly to our clients’ specialized staffing needs for their homes and family offices. Headquartered in Milwaukee, with offices in Chicago, New York and Palm Springs, Mahler Private Staffing offers its services nationwide. FOX member since 1996!
Established in 1997, the National Center for Family Philanthropy (NCFP) is a catalyst for the greater good; it provides donors and their families with comprehensive resources, expertise, compassionate support, and community. We are rooted in the belief that family participation enriches philanthropy and that philanthropy strengthens families. We em...
With more than 900 lawyers in 19 offices across the United States and Asia, Perkins Coie represents great companies across a wide range of industries and stages of growth—from start-ups to FORTUNE 50 corporations. Perkins Coie’s Personal Planning group works primarily with individuals, helping them define and meet their estate planning, family an...
Life Insurance Consultants specializing in life insurance audits for family offices • Advanced planning expertise in estate, business continuity, philanthropic, and life insurance planning since 1981 • Assisted clients in over $7 billion of new life insurance acquisition • Clarity for Complex Issues is a primary focus
Jefferson National offers a no-load, flat-fee, tax-advantaged account engineered for greater accumulation potential. This innovative variable annuity boasts 390+ investment options to power just about any strategy. The inherent flexibility, transparency and simplicity make it an ideal trust vehicle for charitably-inclined investors—they maintain co...
For decades, we have provided family offices and the families they serve with a full complement of legal services, including tax strategy, estate and wealth transfer planning, entity formation and governance, private equity and transaction evaluations, asset protection, risk management, real estate and corporate services, succession planning, and d...