In a rapidly changing world, HUB International advises family offices, individuals and businesses on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management and compliance support. This will give you the peace of mind t...
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Our experienced Family Offices team can help while being attuned to your specific needs and perspectives. You will receive comprehensive legal solutions that are family-based and client-focused. Our team has experience structuring family offices and family investment pools as well as experience working with and helping develop office family leaders...
USI Personal Risk Services offers dedicated individual risk management consulting from the collaborative effort of 200+ personal risk professionals nationwide. As one of the nation’s largest privately held personal risk brokerage firms, USI’s expertise provides protection across the economic spectrum serving individuals, families, emerging wealth a...
With currently more than $110 billion in assets under administration, South Dakota Trust Company LLC (SDTC) offers pure trust administration without any product, working with whomever the client or advisor wishes regarding investments, insurance and custody.
At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial for our clients and their families. As a private and family-run business proudly based in Dallas, Texas, our goal is to help nurture a legacy of prosperity and fulfillment for gener...
Established by T. Coleman duPont in 1903, Wilmington Trust provides Wealth Advisory services for clients throughout the United States and Europe. We are a nationally recognized fiduciary, specializing in personal trust, financial planning, fiduciary, asset management, and family office services for successful individuals and families.
Eton Advisors is a Multi-Family Office dedicated to provide discerning, high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve.
As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by providing the right solutions to help sustain your family’s vision across your operating business, your investment structure and your family office. The power of being understood® is a commitment we make to...
Gresham, wholly owned by its senior professionals since 1997, advises on approximately $7 billion for about 110 families. Our comprehensive investment, wealth planning and wealth management services are tailored for each client.
Plante Moran has been providing industry-leading services to clients -- including high net worth individuals and family offices -- for over 90 years.
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, fiduciary and banking solutions for corporations, institutions, family offices and affluent individuals worldwide.
Pitcairn is a leading multi-family office, providing families and single family offices with investment advice, flexible trust services, comprehensive planning, and wealth administration. Our origin as a single family office gives us the rare perspective that comes from almost a century of helping families transition wealth across generations.
With over three decades of service to investment advisors and the ultra-wealthy community, Charles Schwab & Co., Inc. has the experience and custody resources needed for today’s single-family and multi-family offices. Our dedicated team of experts within Schwab Advisor Family Office is highly specialized in providing what is most critical to modern...
We partner with closely held businesses and private clients to grow and to strengthen finances, families and futures. As a full-service law firm based in the Midwest, we are equipped to handle the full range of legal needs for family offices, businesses and multi-generational families. We are client-centered and approach our role with empathy and ...
Rehmann is a fully-integrated financial services and advisory firm headquartered in Troy, MI., consisting of CPAs, consultants, and advisors. Rehmann is ranked as the 32nd largest firm in the United States, with nearly 900 associates in offices located in Michigan, Ohio and Florida. Online at rehmann.com.