Companies related to family office services

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

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

Dynamic careers. Brighter futures. Greater possibilities.

Dream Big | Go All In

Your Financial Life Advocate.

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.

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

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

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

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)

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

International Advisory and Fiduciary Services.

Discover true independence.

Trust for Generations

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

Simplifying Wealth. Simplifying Life.

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

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

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

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

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

A single family office representing partnership, honesty, and trust

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™

Experts serving your best interests

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

Helping you thrive in a changing world

Excellence. Trust. Integrity.

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

Wealth Management Excellence.

Creamos realidades de generan valor para todos.

THE POWER OF BEING UNDERSTOOD

Locally rooted - Globally connected

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

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

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

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

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

Your Gateway to Diversified Wealth Expansion

Be smart. Die andere Art der Vermögensverwaltung.

Independent & Personalised

Oficina Familiar del grupo Paiz Riera

Vermögensaufbau mit Vertrauen - Unabhängig. Partnerschaftlich. Löwenstarke Kompetenz.

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

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

Helping you succeed sooner

The Fiduciary Standard, Elevated.™

A family office for exceptional entrepreneurs.

Your wealth, our vision. Across generations.

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

We build solid strategies

Licensed Trust & Company Service Provider

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

Building Success. Together.

Committed to systematic investing for long-term investment success

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

Innovative. Insightful. Independent.

“Value Addition through Best Practices and Proactive approach”

Your Wealth. Our Responsibility.

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

Independent, boutique wealth management firm located in Miami Beach.

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

M&A Experts | Principal + Advisory