BakerHostetler, one of the nation’s largest law firms, has 17 offices coast-to coast and represents clients around the globe. For more than 100 years, our Private Wealth Group has advised and represented generations of clients in sophisticated, long-term planning for their families, their businesses and their philanthropies. With more than 30 Priva...
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Our firm has served high net worth clients for over 55 years and created a family office group that has served multiple families for the last 22 years. The Family Office Services Group coordinates and leads the client's team of advisors to assist high net worth individuals and their families with complex legal, tax, estate planning, investment and ...
BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based in our Boston office, we provide a full suite of services, including outsourced accounting, CFO, controller, and back offer services, tax planning and compliance, business valuation, succession planning, I...
"With layoffs and recession fears being top of mind for so many organizations, how does your program offer a solution to people's concerns?” Travel is an ongoing need for most organizations, especially in the fear of any recession glooming. Now more than ever, it can prove vital to be in front of clients. Our ‘Freedom Program’ to corporates that...
We are a premier investment consulting firm that provides comprehensive and conflict-free investment expertise. We develop, implement and monitor sophisticated investment programs customized to each family's unique profile.
BMO Family Office is a high touch, high service wealth consulting firm that delivers integrated solutions to over 300 ultra-affluent individuals, families and family offices. In working with families for over 30 years, we have unparalleled base of knowledge from which to serve our clients in all aspects of the stewardship of their wealth.
Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial professionals.
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...
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.