Companies related to family office services

Dynamic careers. Brighter futures. Greater possibilities.

Part of the Summit Group, a leading independent provider of bespoke fiduciary and administrative services

Placing the power of good advice into more hands

Every Generation is the first Generation ℠

Trust. Knowledge.

Know how, know you

Our Active Wealth approach helps ensure that every financial decision actively and purposely powers our client's goals.

Dream Big | Go All In

Your Financial Life Advocate.

THE POWER OF BEING UNDERSTOOD

Specialized financial advice and innovative investment solutions, designed to preserve and grow assets for our clients.

Trust for Generations

An Accounting Today top 60 business advisory and CPA firm and one of the largest in Florida. Offices in Florida and NY.

We help owner-managed clients and individuals to make money and save money through the work we do.

Swiss-regulated multi-family office with financial education at its core.

JTC is a publicly listed, award-winning provider of fund, corporate and private client services.

Expert advice and personal service for every part of your financial life.

Taking Tradition into the Future

International Advisory and Fiduciary Services.

Your trusted financial advisor and global wealth planner in Switzerland (Licensed in Canada as a Portfolio Manager)

A privately-owned global provider of tailored fund administration, corporate and private client services.

Our goal is to simplify lives and enhance peace of mind as clients envision and implement family legacy planning.

Simplifying Wealth. Simplifying Life.

An invite-only multi-family office for Founders and their families.

Here with you, here for you. Leading independent Scottish law firm, offering a complete range of legal services.

Discover true independence.

Let your best investments sleep. The longer it rests, the stronger it wakes.

National in scope. Local in practice. Built on trust.

Providing financial services globally for more than 70 years.

Independent Multi-Family Office and Wealth Advisory firm, providing holistic advice aligned with the investors' interest

A single family office representing partnership, honesty, and trust

Award winning Asset Management and Family Office business based in Mayfair, London

Your personal CFO™

Creamos realidades de generan valor para todos.

Helping you thrive in a changing world

Excellence. Trust. Integrity.

Préservons votre patrimoine d’aujourd'hui pour les générations de demain.

This is Dreamers Collective: A collective for our family legacy

Experts serving your best interests

Locally rooted - Globally connected

Wealth Management Excellence.

Invest Smarter. Preserve Wealth. Live Well.

Chevy Chase Trust is an investment management firm specializing in global thematic investing and planning.

Chilton Trust is an independent, privately owned, boutique wealth management firm.

Barnes Wendling CPAs is an accounting firm driven by a service objective of building and maintaining clients’ net worth.

Independent & Personalised

Your Gateway to Diversified Wealth Expansion

An independent boutique firm founded by wealth advisors who simplify life while managing your financial needs.

Invest for Our Future

Oficina Familiar del grupo Paiz Riera

Established in 1994, we are an exclusive and independent manager of various assets.

The Fiduciary Standard, Elevated.™

Wir erzeugen Begeisterung für Immobilien und schaffen mehr Wert für Kunden mit nachhaltigen und innovativen Lösungen.

Vermögensaufbau mit Vertrauen - Unabhängig. Partnerschaftlich. Löwenstarke Kompetenz.

Be smart. Die andere Art der Vermögensverwaltung.

A family office for exceptional entrepreneurs.

We bring clarity to all the moving pieces of your financial affairs.

We offer asset management services that are honest, independent and tailored to the needs of our clients.

Building Success. Together.

Innovative. Insightful. Independent.

Helping you succeed sooner

Your wealth, our vision. Across generations.

Your partner for wealth management, trust & fiduciary, tax and legal services. Since 1974.

We build solid strategies

Committed to systematic investing for long-term investment success

Your family office. Shaped by your values. Realized with our experience.

Licensed Trust & Company Service Provider

Your Wealth. Our Responsibility.

The world’s leading wealth tech solution to aggregate, visualize and analyze asset performance and total net worth.

Wir entwickeln mit Wissen, Erfahrung und emotionaler Kompetenz, Werte für «Familien & Unternehmen» über Generationen

“Value Addition through Best Practices and Proactive approach”

Our firm helps clients strengthen their estate planning strategy, focusing on family trusts, SMSFs and other structures

Building wealth for Generations

Independent, boutique wealth management firm located in Miami Beach.

Preferred private banker for 60% of India's richest.

M&A Experts | Principal + Advisory

Central Florida's leading accounting firm dedicated to providing personalized and professional financial services.