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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.

Cambridge Associates is a leading global investment firm. The firm aims to help private clients, endowments & foundations, healthcare systems, and pension plans implement and manage custom investment portfolios to generate outperformance so they can maximize their impact on the world. With more than 50 years of institutional investing insights, the...

Backed by Baird Private Wealth Management, Baird Family Wealth offers a unique wealth management experience for private business owners and families with generational wealth. We focus on the “why” behind your family goals and take the time to understand what makes your family unique, and how we can best support you throughout the generations.

BPM LLP is one of the 35 largest public accounting and advisory firms in the United States. With a global team more than 1,200 colleagues, we help clients succeed around the world. We offer a cross-functional approach that gives clients direct access to the best and most qualified resources. We partner with clients to meet their needs and maximize ...

Founded in 1995, Fiducient Advisors provides strategic, client-centric investment consulting solutions intended to help our clients prosper. Retirement plan sponsors, nonprofit organizations, financial institutions and private clients appreciate that Investment Consulting is our business. And providing aligned, tailored advice is how we do things.

More than Wealth Management, we strive to offer clarity to help you to reach, achieve and exceed Life's goals. Our Vision is to bring about a new dimension of service, one based in trust, accessibility with deep ethical beliefs and simple, clear, personal, connections.

HBKS® Wealth Advisors provides a range of wealth services to individuals, businesses and nonprofits. We are a member of the HBK family of professional service companies, a 70-year-old financial services firm composed of experienced tax, wealth and estate planning professionals. We are our clients’ trusted and experienced advisors, gaining intimate ...

Always looking forward. A family office should be built around your unique needs with a team that takes the time to get to know you. A team who understands the complexity wealth can bring—to help turn uncertainty into opportunity. A team who act proactively, not reactively—to offer a way forward. That’s KPMG Family Office. Our team brings ...

Wealthgate Trust (WGT) is a client-founded multi-family Nevada trust company that exclusively partners with UHNW families and their advisory team to create, implement, and administer bespoke trust strategies. After running his own PTC for 15 years, our Founder – a practicing T&E attorney and entrepreneur - launched Wealthgate as the Trust Company ...

RS&F is the leading advisory and CPA firm for single family offices, ultra-high net worth families, and middle market organizations. Our planning team supports family offices to implement or restructure complex and sophisticated organizations that enhance family wealth preservation, risk mitigation, succession, and unity. In addition, our team prov...