Wealth Management Investors

True North Advisors, LLC has industry experience in equities, fixed income/mortgage securitization, private equity and liquid alternatives

Altaira Wealth Management (AWM) is a multi-family office founded in 2008 and is based in Geneva, Switzerland

Altaira Wealth Management (AWM) is a multi-family office founded in 2008 and is based in Geneva, Switzerland

Abdulmohsin Al Omran manages investments in Wealth Management at The Family Office Company

Marcuard Family Office is a multi-family office that provides comprehensive, independent, and long-term support for clients navigating various asset-related challenges

Truepoint offers tailored solutions for wealthy families with investable assets of $20 million or more

Gluskin Sheff & Associates, Inc was incorporated in 1984 under the Ontario Business Corporations Act

Leading financial services firm focused on investment and wealth management solutions

Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations

Buckingham Asset Management is a provider of financial services

Adam Birenbaum manages investments in Wealth Management at BAM Advisor Services

We help you meet your financial needs by providing totally objective, strategic and knowledge-based wealth management and financial planning services and consulting

Kovitz Investment Group is an investment management group based in Chicago, Illinois

Pekin Singer Strauss Asset Management is a leading independent investment adviser that offers wealth management services and serves as the advisor to a value-oriented mutual fund

Adela Candela manages investments in Wealth Management at Wisdom Family Office

FNZ is a provider of IT services to the financial sector

Firestone Capital Management is a fee-only boutique wealth management and financial planning firm located in Coral Gables, Florida

New Legacy Group, LLC is a multi-faceted investment firm that is an SEC Registered Investment Adviser

Tompkins Financial Advisors is an independent, fee-based, wealth management firm with offices throughout New York and southeastern Pennsylvania

Daman Investments is a non-bank financial services company that was formed in 1998

Alessandro Horta manages investments in Wealth Management, Asset Management at Vinci Partners

Courvoisier & Associes is a Switzerland based wealth management firm

Desjardins Private Wealth Management is an investment adviser with a multi-family office based in Montreal, Canada

CAPITALIUM Wealth Management is an independent wealth management firm with offices in Geneva and Neuchâtel

AFH Financial Group is engaged in the provision of providing independent financial advice to the retail market

Duarte Capital Investments is an independent wealth management and financial advisory company

Australasian Wealth Investments is an investment company that primarily focuses on the financial services sector

Balfour Capital Group is a trusted boutique investment management firm that specializes in providing comprehensive wealth management services

Auxano Advisors is a multi-generational wealth management firm that promotes stewardship within our clients' lives, to integrate their values and vision with their wealth

Cape Capital is a wealth management firm located in Zurich, Switzerland

Alexander Wurm manages investments in Real Estate, Sustainability at TRESONO Family Office AG

Alex Washburn manages investments in Wealth Management at Columbia Pacific Wealth Management

Bryn Mawr Bank Corp, through Bryn Mawr Trust Company, offers personal and business banking services

Alok Oberoi manages investments in EdTech, Wealth Management at Alok Oberoi

Amanda Agati manages investments in Wealth Management at PNC Asset Management Group

Cashel House Group is an independent and privately owned financial services firm that provides private equity, debt and mezzanine investments

Nationwide Ventures is a corporate venture arm of Nationwide Insurance and is based in Columbus, Ohio

At IIFL Wealth, our focus is on providing individuals and institutions with strategic wealth management advice and implementing strategies through razor-sharp execution

Founded by Jean-Luc Jourdan in 1999, GMS+ is a Multi-Family Office based in Luxembourg City

Andy Geddes manages investments in Wealth Management, InsurTech at BMO Nesbitt Burns

Regent Atlantic is a fee-only, independently owned Registered Investment Advisor (RIA) established in 1982

Andy Saperstein manages investments in Wealth Management at Morgan Stanley Private and International Wealth Management

Intrinsic Financial Services offers financial advisory services to individual and businesses in the United Kingdom

IPG Investment Advisors focuses on wealth management, estate planning, asset allocation, research, investment strategies, fundamental analysis, and financial advisory services

BE Family Office is an independent boutique firm specializing in comprehensive private wealth management

ALENA offers an independent wealth management service to a restricted number of clients, principally individuals, families and institutional investors

Anne Tschanz Vakula manages investments in Wealth Management, Asset Management at SERGAN Management Sàrl

Annemarie Rucker manages investments in EdTech, Wealth Management at Alexander Randolph Advisory, Inc.

Virtus operates as a multi-family office, providing extensive life and wealth management services tailored for high-net-worth individuals and professional athletes

Robert Anthony manages investments in Real Estate, Wealth Management at Anthony & Cie Family Office

We were originally founded as Progress Capital, Inc

Omnia Family Wealth offers wealth management and financial services

Varanium Capital Advisors is an asset management firm based in Mumbai, India

Aegis' origins are based on servicing the specific needs of our customer base

Ari Mäkinen manages investments in Real Estate, Security at B10 Family Office

Calling itself the “Family Office 2

Barak Wealth Management is a multi-family office that specializes in serving Israeli high-net-worth families

Arihant Patni manages investments in Software, EdTech at Arihant Patni

We are the Investment Management and Advisory company of the Credicorp Ltd group, one of the largest financial holdings in the region

Standard Bank Group (SBG) is a banking institution based in Johannesburg, South Africa

Our Partners and Directors average more than 15 years of experience investing over $100 billion for families, endowments and foundations

Andrew Barrett manages investments in Wealth Management at Family Asset Management LLC

Our activity, commonly called family office, is to take care of all the needs related to the family life of our customers

Provider of wealth management services

Aviram Nahum manages investments in Financial Services, Wealth Management at Pioneer Wealth Management

Endovia is a boutique Wealth Management and Family Office Unit working towards continual financial well-being in the present and the future for our clients

IRESS Limited is a supplier of share market and wealth management systems in Australia, Asia, New Zealand, Canada, South Africa and the United Kingdom

Marks Group Wealth Management offers 5 Model Portfolios we own stocks, bonds, exchange-traded funds (ETFs) and mutual funds

Riccardo Baldissera manages investments in Wealth Management, Asset Management at Kairos Partners SGR SpA

Maclendon Wealth Management is a boutique multi-family office built on a foundation of traditional values, sophisticated knowledge and custom-tailored solutions

Regent Atlantic is a fee-only, independently owned Registered Investment Advisor (RIA) established in 1982

Bay Hills Capital (BHC) is an investment advisor based in San Francisco, California

Fortis Family Office has worked with families to guide, protect and grow their financial future for over a century

PLEION SA is one of the leading wealth management companies in French-speaking Switzerland

Blueprint Capital is a Registered Investment Advisor that offers investment, research and advisory services within the sub $500 million market capitalization equity universe

Amendris has been managing the private financial affairs and wealthy families since 1987

Ron Bedny manages investments in Wealth Management, Asset Management at Himalaya Family Office

The Cleveland-based group offers extensive financial services to clients based in the states and across the globe

Sergey Belyaev manages investments in Wealth Management, Asset Management at UFG Wealth Management, Ltd.

Ben Griswold manages investments in Wealth Management at Signature Family Wealth Advisors

Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management, regardless of the client's net worth

Founded in 1907, Bessemer Trust is a privately-owned multifamily office headquartered in New York, New York

Helvetic Trust was founded in 2001 and is a legally and financially independent, owner-managed company

JRS Asset Management was founded in 2007 and is today owned by Erik Wehtje and the staff

Elizabeth A. Ardoin manages investments in Retail, Wealth Management at IberiaBank (NAS: IBKC)

Since Nachman Norwood & Parrott was founded, we have believed that traditional wealth management will continue to evolve

Betsy Duff manages investments in Wealth Management at Harbour Capital Advisors, LLC

Brian Hartzer manages investments in Financial Services, Consumer at Westpac Banking (ASX: WBC)

Brendan Houlihan manages investments in Media, Entertainment at Salem Partners

Capital Strategy's principal focus is wealth management

The Caprock Group is a multi-family office based in Boise, Idaho

FINAPORT is a Swiss wealth management firm with offices in Zurich, Singapore and Miami

Intergenerational wealth management requires a sophisticated and disciplined approach designed to help achieve your goals and aspirations in any market environment

Bernhardt Wealth Management is an investment advisory firm that helps you make informed decisions about your money

Barry Prim manages investments in Wealth Management, Asset Management at WA Family Office

Vantedge Wealth Management offers investment management along with retirement, financial, estate and insurance planning services

KTC specializes in providing wealth management solutions for clients needing investment expertise and fiduciary account management

Brandon Johnson manages investments in EdTech, Wealth Management at Johnson Financial Group, LLC

Triple Family Office is an independent advisory boutique born to assist HNWI in the complexity of Wealth Management

Breon Corcoran manages investments in Gaming, Wealth Management at Breon Corcoran

Brian Carter manages investments in EdTech, Wealth Management at Plante Moran Wealth Management

Brian Luster manages investments in Wealth Management at Collective Family Office

Since Nachman Norwood & Parrott was founded, we have believed that traditional wealth management will continue to evolve

Coldstream is an employee-owned, independently operated wealth management firm

Imara Asset Management is a wealth management firm based in Botswana, South Africa

Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations

Loeb's businesses are composed of private equity investments and wealth management services

Provider of a membership organization platform designed to empower independent wealth advisors

Dundee is a diversified holding company with investments in companies in the wealth management, resources, agriculture and real estate verticals

JM Financial is an integrated financial services firm offering a wide range of services to corporations, financial institutions, high net-worth individuals and retail investors

Operator of an investment holding company

Brian Weiner manages investments in Wealth Management at Innovise Family Wealth Advisors

MB Financial Bank is a Chicago-based commercial bank

Ben Wuerffel manages investments in Wealth Management, Asset Management at Capital Analysts Of Jacksonville Florida, Inc.

Bodmer Financial Planning AG was founded in 1998 by Hans C

FINVIA is a multi-family office that combines expert advice with a modern digital platform

We are an independent investment and wealth management family office

Founded in 2003, Altavista Wealth Management, Inc

Calin Nechifor manages investments in Wealth Management at OPES Family Office

Calvin Lo manages investments in Wealth Management at Keystone Global Partners

Carole Ackermann manages investments in Enterprise, Private Equity at Carole Ackermann

Cary Walker manages investments in Entertainment, Wealth Management at City National Bank

Whittier Trust is privately held and has been focused on one business, Wealth Management

RegentAtlantic Capital (RegentAtlantic) is a wealth management firm based in Morristown, New Jersey

Chris Creahan manages investments in Wealth Management, Asset Management at Sequoia Family Office

Lee Financial is a wealth management firm committed to our clients' security, success, and fulfillment

Cedric Genecand manages investments in Wealth Management, Asset Management at Sonnenberg Wealth Management Ltd.

AFE Partners offers a complete range of services in terms of company and wealth management in order to accompany you and contribute actively to the success of your company

Hedon Family Office (formerly Carat Entrepreneur Office) provides tailored support for entrepreneurs and families managing assets

Soumya Rajan manages investments in Financial Services, Wealth Management at Waterfield Advisors Pvt. Ltd.

Christopher Gardner manages investments in Wealth Management, Asset Management at Capital Analysts Of Jacksonville Florida, Inc.

Carswell is a boutique wealth and investment management firm specializing in serving the unique needs of affluent individuals, families and select institutions

GFH Financial Group (GFH) is a financial institution based in Manama, Bahrain

Summit Rock Advisors is an investment advisory firm located in New York, New York

Franklin Synergy Bank is a commercial bank providing services in the areas of personal banking, business banking, mortgage, trust, and wealth management

Bank of London and The Middle East is an independent wholesale Sharia'a compliant bank based in London, United Kingdom

Chris Ralph manages investments in Financial Services, Wealth Management at St. James's Place (LON: STJ)

Chris Rusbuldt manages investments in Wealth Management at Signature Family Wealth Advisors

Bestinvest is a provider of investment advisory services

Over 32 years serving wealthy families, Copper Beech Financial Group has ben effectively managing every aspect of your family wealth

Christine Kolb manages investments in Real Estate, Wealth Management at Sycomore AM

Reichmuth & Co Private Bankers is an investment management services firm that also provides private banking services to an array of clients

Christophe Maulny manages investments in Real Estate, Wealth Management at Anthony & Cie Family Office

DBS Bank is a banking institution based in Singapore

Indian Bank is a banking institution based in Chennai, India

AlphaBee Asset Management is a wealth management firm base in Luxembourg

Cazenove Capital is a leading provider of wealth management services to a range of clients including individuals, family offices, trusts, business owners and charities

Rob Clarfeld manages investments in Wealth Management at Clarfeld | Citizens Private Wealth

First Financial Bank is a banking institution formed in 1863 and is based in Cincinnati, Ohio

Offering personal wealth management, family office, retirement plan and institutional consulting services, Waverly Advisors advises on assets in excess of $6

Coco Li manages investments in Wealth Management at Gresham Partners LLC

Provider of accounting and bookkeeping software services

At CI Assante Wealth Management, ensuring the security of assets our clients have entrusted to us is a key priority

Chadds Ford Wealth Partners, LLC is an employee-owned wealth management firm and Registered Investment Advisor

CCFO integrates wealth management and investment decisions with estate and tax planning and personal services with a respectful understanding of unique family dynamics and needs

Cedric Meeschaert manages investments in Wealth Management, Asset Management at Meeschaert Family Office

We are a fee-only Personal Wealth Management Firm that offers financial planning, tax, investment management, estate planning services & more

Chip Meyer manages investments in Wealth Management at Beacon Trust Company

Provider of investment management services located in Northampton, Massachusetts

Morrows Private Wealth is a wealth management firm based in Southbank, Australia

Merriman Wealth Management is a hedge fund manager based in Seattle, Washington

Smith & Williamson is an operator of a wealth management company

Connor Carew manages investments in Wealth Management at Permanens Capital

Private family office providing advisory and wealth management services to a select group of families

GMA Capital is a wealth management firm based in Buenos Aires, Argentina

Christopher Jacoby manages investments in Financial Services, Wealth Management at AMG National Trust Bank

Cyrille E. Urfer manages investments in Financial Services, Consumer at Forum Finance Group SA

Lee Financial is a wealth management firm committed to our clients' security, success, and fulfillment

With a focus on family financial well-being, Wynnes Family Office offers family wealth management services

David Edman manages investments in Real Estate, Private Equity at Petiole Asset Management AG - The Family Office

Drago Kolev manages investments in Real Estate, Private Equity at Petiole USA Limited - The Family Office

Established in 1982, Forvest Trust is an asset management company headquartered in Geneva, Switzerland

Doug Eiden manages investments in EdTech, Wealth Management at Wells Fargo Abbot Downing

Dafna Gonen manages investments in Financial Services, Wealth Management at Pioneer Wealth Management

Whittier Trust is privately held and has been focused on one business, Wealth Management

Provider of investment management services

Marc Nadas manages investments in Wealth Management, Asset Management at HBK Investments Advisory SA

Provider of asset management and financial services with operating divisions focused on Alternative Investments, EB-5 Funds and Wealth Management

Daniel Sacke manages investments in Wealth Management, InsurTech at BMO Nesbitt Burns

Adduntia is the Family Office with headquarters in Argentina

Finanziaria Internazionale is a financial services firm that does investment banking & asset management business through Banca Finint

Butterfield Bank is a provider of financial services

Golden Equator Wealth (GEW) is a multi-family office that provides UHNW families and individuals with comprehensive wealth and legacy preservation solutions

COMOI was founded in 1984 by private partners

Darius Geiser Gagne manages investments in Energy, Private Equity at Abacus Wealth Partners

Darrell Lane Horn manages investments in Wealth Management at Green Square Wealth Management

Bank of the West is a commercial bank which operates distinct units to provide a full range of personal, commercial, wealth management and international banking services

David Adams manages investments in Wealth Management at AMG National Trust Bank - Family Office Services

Aprio Wealth Management identifies and analyzes private investment opportunities and works closely with our advisors implementing our investment strategies

AlphaBee Asset Management is a wealth management firm base in Luxembourg

Yunfeng Financial Group is an investment holding company that provides security trading, advisory, and asset management services

Arete Wealth Management is a Wealth Management Firm based in Chicago, Illinois

RL360 Insurance Company is an international offshore savings, protection and investment provider

Moneco Advisors is dedicated to investment management, retirement planning, tax, insurance, legacy planning and wealth management

David Lumley manages investments in Wealth Management at Arena Wealth Partners

Dvid Magee manages investments in Wealth Management at Contango Capital Advisors, Inc.

David Martínez de Lecea manages investments in Fintech, Financial Services at David Martínez de Lecea

David Richard Mathers manages investments in Wealth Management, Asset Management at Credit Suisse (SWX: CSGN)

David Sivel manages investments in Wealth Management at Collective Family Office

Dara Capital is an independent investment and wealth management firm originally founded in 2007 by partners, expert investment professionals, and reputable Swiss families

David Stokes manages investments in Wealth Management at Stokes Family Office

David Craig manages investments in Real Estate, Retail at AFO Capital

David Bahnsen manages investments in Wealth Management at Bahnsen Group Family Office

Daintree Advisors is an independent investment and wealth management firm owned by its staff

Lee Financial is a wealth management firm committed to our clients' security, success, and fulfillment

Whittier Trust is privately held and has been focused on one business, Wealth Management

Good Capital is a sustainable wealth management firm empowering you to plan and invest in your future, while supporting your values

David Canton manages investments in Wealth Management at Bell Bank

WSFS Financial is a provider of financial services

Dweep Chanana manages investments in Financial Services, Consumer at Dweep Chanana

CIBC Private Wealth Management is a wealth management firm based in Atlanta, Georgia and was established in 1923

Provider of financial advice, wealth management, accounting firm, and debt advisory

Provider of personal and commercial banking services

Wetherby Asset Management is a wealth management firm that is headquartered in San Francisco, California

Elkstone Partners is a multi family office group firm that is engaged in venture capital and also invests in real estate sectors

Frederick Muller manages investments in Wealth Management at Chatham Capital Group, Inc.

Dolfin Financial is a wealth management firm based in London, England

Derek Crump manages investments in Wealth Management at Columbia Pacific Wealth Management

Founded in 1999, AZ Investment Management is a hedge fund manager based in Singapore, Singapore

Provider of wealth management advisory services

Diahann Lassus manages investments in Wealth Management at PeaPack Private Wealth Management

Diane Allard manages investments in Wealth Management at Beacon Trust Company

Established in July 2012, China Securities International is a Hong Kong, Hong Kong based full-service investment banking enterprise

Diego Salvatti manages investments in Sustainability, Wealth Management at Capri Family Office

CI Financial is a diversified wealth management firm and an investment fund company

Lee Financial is a wealth management firm committed to our clients' security, success, and fulfillment

To us, wealth management is about family and the values that define your hopes and dreams now and for the future

True North Advisors, LLC has industry experience in equities, fixed income/mortgage securitization, private equity and liquid alternatives

Douglas H. Martin manages investments in Wealth Management, Asset Management at Stephens

Heritage family offices, LLP combines Tax, Law, Wealth Management, and Insurance practices to provide a specialized family office experience

Derek Northup manages investments in Wealth Management at Exencial Wealth Advisors

Dorothee Blaison manages investments in Wealth Management at Alsace Family Office

Dominik Poiger manages investments in Financial Services, Wealth Management at DDA Advisory GmbH

United Global Advisors, LLC is a Beverly Hills-based wealth management advisory firm

Doug Stokes manages investments in Wealth Management at Stokes Family Office

True Capital Management is a global wealth management firm to professional athletes, entertainers and high net worth individuals

National Financial Partners is a financial services company

Operator of an investment holding company

Karni Family Office provides advanced Family Office services

Cape Cod Five Cents Savings Bank is a private bank that provides banking services

Eide Bailly is a public accounting and business advisory company

Wintrust Financial is a financial holding company

Daniel Varela manages investments in Wealth Management, Asset Management at Piguet Galland & Cie SA