Video Family Biographies helps exceptional families preserve and protect the the family legacy with luxury, documentary-style, video biographies, on a Blu-Ray Disc, DVD, or Flash Drive that are 90-minutes in length. Robert Jordan, Ph.D., a retired, Chicago television Anchor/Reporter for four decades produces and guides each splendid family story to...
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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.
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...
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.
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...
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.
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...