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...
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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...
Protecting a client’s assets requires superior coverage. As the world’s largest publicly traded property and casualty company, Chubb provides a broad range of products backed by best-in-class experts. This elite support team is the most tenured in the industry dedicated to crafting solutions to meet the ever-changing needs of clients’ families. Ch...
Arimilli Consulting provides nationwide retained executive search services to family offices, wealth management firms and private foundations. We specialize in the placement of senior and C-level talent in Investments, Finance and Accounting, Management and Operations, and Business Development and Client Advisory functional areas.
Wealth Management and Succession Planning Attorneys
Our lawyers advise clients on wealth management issues for family offices with global investments and family members around the world. We provide comprehensive advice regarding flexible ownership and asset structures that goes beyond traditional asset management. We design and implement solutions to improve the family office while focusing on meas...
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...
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...
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...
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...
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 ...
Farmers National Company is a landowner services firm meeting the needs of non-operating landowners for farm and ranch management, real estate sales and auctions, property and business valuations, oil and gas management, hunting leases, and consultations.