Companies related to family office services

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

Taking Tradition into the Future

Placing the power of good advice into more hands

Every Generation is the first Generation ℠

Trust. Knowledge.

Know how, know you

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

Dynamic careers. Brighter futures. Greater possibilities.

Dream Big | Go All In

Trust for Generations

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

THE POWER OF BEING UNDERSTOOD

Your Financial Life Advocate.

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

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

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

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

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

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.

Discover true independence.

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

International Advisory and Fiduciary Services.

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

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

Simplifying Wealth. Simplifying Life.

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

A single family office representing partnership, honesty, and trust

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

Providing financial services globally for more than 70 years.

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

Your personal CFO™

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

Helping you thrive in a changing world

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

Excellence. Trust. Integrity.

Experts serving your best interests

Creamos realidades de generan valor para todos.

Wealth Management Excellence.

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

Invest for Our Future

Invest Smarter. Preserve Wealth. Live Well.

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

This is Dreamers Collective: A collective for our family legacy

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

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

Locally rooted - Globally connected

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

Independent & Personalised

Be smart. Die andere Art der Vermögensverwaltung.

Oficina Familiar del grupo Paiz Riera

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

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

Your Gateway to Diversified Wealth Expansion

Vermögensaufbau mit Vertrauen - Unabhängig. Partnerschaftlich. Löwenstarke Kompetenz.

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

Your wealth, our vision. Across generations.

Helping you succeed sooner

A family office for exceptional entrepreneurs.

The Fiduciary Standard, Elevated.™

We build solid strategies

Innovative. Insightful. Independent.

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

“Value Addition through Best Practices and Proactive approach”

Building Success. Together.

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

Your Wealth. Our Responsibility.

Licensed Trust & Company Service Provider

Committed to systematic investing for long-term investment success

Building wealth for Generations

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

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

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

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

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

M&A Experts | Principal + Advisory

Independent, boutique wealth management firm located in Miami Beach.