{"data":[{"slug":"andersen","name":"Andersen","category":"Accounting & Tax Advisory","website":"https://www.andersen.com","hq":"San Francisco, CA","blurb":"Independent tax and valuation firm serving individuals and family offices."},{"slug":"bdo","name":"BDO USA","category":"Accounting & Tax Advisory","website":"https://www.bdo.com","hq":"Chicago, IL","blurb":"Accounting and advisory firm with a private-client-services practice."},{"slug":"deloitte-private","name":"Deloitte Private","category":"Accounting & Tax Advisory","website":"https://www.deloitte.com","hq":"Global","blurb":"Deloitte's practice for private companies, family enterprises, and family offices."},{"slug":"ey-private","name":"EY Private","category":"Accounting & Tax Advisory","website":"https://www.ey.com","hq":"Global","blurb":"EY's practice serving private capital, family businesses, and family offices."},{"slug":"eisneramper","name":"EisnerAmper","category":"Accounting & Tax Advisory","website":"https://www.eisneramper.com","hq":"New York, NY","blurb":"Accounting and advisory firm with dedicated personal-wealth and family-office groups."},{"slug":"kpmg-private","name":"KPMG Private Enterprise","category":"Accounting & Tax Advisory","website":"https://kpmg.com","hq":"Global","blurb":"KPMG's private-company practice, including family-office advisory."},{"slug":"pwc-private","name":"PwC Private","category":"Accounting & Tax Advisory","website":"https://www.pwc.com","hq":"Global","blurb":"PwC's private-company and family-office services practice."},{"slug":"rsm","name":"RSM US","category":"Accounting & Tax Advisory","website":"https://rsmus.com","hq":"Chicago, IL","blurb":"Audit, tax, and consulting firm serving the middle market and family offices."},{"slug":"aicpa","name":"AICPA","category":"Associations & Networks","website":"https://www.aicpa-cima.com","hq":"New York, NY","blurb":"The U.S. professional body for CPAs, including personal financial planning credentials."},{"slug":"cfa-institute","name":"CFA Institute","category":"Associations & Networks","website":"https://www.cfainstitute.org","hq":"Charlottesville, VA","blurb":"Global association of investment professionals; administers the CFA designation."},{"slug":"campden-wealth","name":"Campden Wealth","category":"Associations & Networks","website":"https://www.campdenwealth.com","hq":"London, UK","blurb":"Research and membership organization for global family offices and family businesses."},{"slug":"fox","name":"Family Office Exchange (FOX)","category":"Associations & Networks","website":"https://www.familyoffice.com","hq":"Chicago, IL","blurb":"Membership network and research organization for family offices and wealth owners."},{"slug":"step","name":"STEP (Society of Trust and Estate Practitioners)","category":"Associations & Networks","website":"https://www.step.org","hq":"London, UK","blurb":"Global professional body for trust and estate practitioners (TEP designation)."},{"slug":"uhnw-institute","name":"The UHNW Institute","category":"Associations & Networks","website":"https://www.uhnwinstitute.org","hq":"New York, NY","blurb":"Nonprofit think tank on ultra-high-net-worth families and the advisory industry."},{"slug":"blackcloak","name":"BlackCloak","category":"Family Security & Cyber","website":"https://blackcloak.io","hq":"Orlando, FL","blurb":"Digital-executive-protection provider for high-profile individuals and families."},{"slug":"control-risks","name":"Control Risks","category":"Family Security & Cyber","website":"https://www.controlrisks.com","hq":"London, UK","blurb":"Global risk consultancy covering political, security, and integrity risk."},{"slug":"gavin-de-becker","name":"Gavin de Becker & Associates","category":"Family Security & Cyber","website":"https://gdba.com","hq":"Los Angeles, CA","blurb":"Protective-security firm serving at-risk public figures and families."},{"slug":"kroll","name":"Kroll","category":"Family Security & Cyber","website":"https://www.kroll.com","hq":"New York, NY","blurb":"Risk, investigations, and cyber firm used for diligence and incident response."},{"slug":"pinkerton","name":"Pinkerton","category":"Family Security & Cyber","website":"https://pinkerton.com","hq":"Ann Arbor, MI","blurb":"Long-established corporate-risk and executive-protection provider."},{"slug":"aig-private-client","name":"AIG Private Client Select","category":"Insurance & Risk Advisory","website":"https://www.aig.com","hq":"New York, NY","blurb":"High-net-worth personal-insurance business associated with AIG."},{"slug":"berkley-one","name":"Berkley One","category":"Insurance & Risk Advisory","website":"https://www.berkleyone.com","hq":"Chicago, IL","blurb":"W. R. Berkley's high-net-worth personal-insurance unit."},{"slug":"chubb","name":"Chubb Personal Risk Services","category":"Insurance & Risk Advisory","website":"https://www.chubb.com","hq":"Zurich, Switzerland","blurb":"Insurer with a leading high-net-worth personal-lines franchise."},{"slug":"marsh-mclennan-agency","name":"Marsh McLennan Agency Private Client Services","category":"Insurance & Risk Advisory","website":"https://www.marshmma.com","hq":"White Plains, NY","blurb":"Brokerage practice placing personal insurance for wealthy families."},{"slug":"nfp","name":"NFP","category":"Insurance & Risk Advisory","website":"https://www.nfp.com","hq":"New York, NY","blurb":"Insurance brokerage and consultant (an Aon company) with private-client and life practices."},{"slug":"pure-insurance","name":"PURE Insurance","category":"Insurance & Risk Advisory","website":"https://www.pureinsurance.com","hq":"White Plains, NY","blurb":"Member-owned insurer built specifically for high-net-worth households."},{"slug":"aspiriant","name":"Aspiriant","category":"Multi-Family Offices & Wealth Firms","website":"https://www.aspiriant.com","hq":"Los Angeles, CA","blurb":"Employee-owned independent wealth-management firm with family-office services."},{"slug":"bbr-partners","name":"BBR Partners","category":"Multi-Family Offices & Wealth Firms","website":"https://www.bbrpartners.com","hq":"New York, NY","blurb":"Independent multi-family office serving ultra-high-net-worth families."},{"slug":"bessemer-trust","name":"Bessemer Trust","category":"Multi-Family Offices & Wealth Firms","website":"https://www.bessemertrust.com","hq":"New York, NY","blurb":"Long-established multi-family office and trust company originally founded to manage the Phipps family fortune."},{"slug":"brown-advisory","name":"Brown Advisory","category":"Multi-Family Offices & Wealth Firms","website":"https://www.brownadvisory.com","hq":"Baltimore, MD","blurb":"Independent investment and strategic-advisory firm serving private clients and institutions."},{"slug":"cerity-partners","name":"Cerity Partners","category":"Multi-Family Offices & Wealth Firms","website":"https://www.ceritypartners.com","hq":"New York, NY","blurb":"Large independent wealth-management firm with family-office services."},{"slug":"glenmede","name":"Glenmede","category":"Multi-Family Offices & Wealth Firms","website":"https://www.glenmede.com","hq":"Philadelphia, PA","blurb":"Investment and wealth-management firm founded to serve the Pew family; today a multi-client trust company."},{"slug":"pathstone","name":"Pathstone","category":"Multi-Family Offices & Wealth Firms","website":"https://www.pathstone.com","hq":"Englewood, NJ","blurb":"Multi-family office describing itself as a modern family office for families and institutions."},{"slug":"rockefeller-capital","name":"Rockefeller Capital Management","category":"Multi-Family Offices & Wealth Firms","website":"https://www.rockco.com","hq":"New York, NY","blurb":"Wealth-management and family-office services firm carrying the Rockefeller family lineage."},{"slug":"silvercrest","name":"Silvercrest Asset Management","category":"Multi-Family Offices & Wealth Firms","website":"https://www.silvercrestgroup.com","hq":"New York, NY","blurb":"Publicly traded asset-management and family-office firm serving wealthy families and institutions."},{"slug":"veritable","name":"Veritable, LP","category":"Multi-Family Offices & Wealth Firms","website":"https://www.veritablelp.com","hq":"Newtown Square, PA","blurb":"Independent multi-family office among the earlier fee-only firms serving substantial families."},{"slug":"council-on-foundations","name":"Council on Foundations","category":"Philanthropy","website":"https://cof.org","hq":"Washington, DC","blurb":"Membership association for grantmaking foundations."},{"slug":"exponent-philanthropy","name":"Exponent Philanthropy","category":"Philanthropy","website":"https://www.exponentphilanthropy.org","hq":"Washington, DC","blurb":"Association serving lean-staffed foundations and philanthropic families."},{"slug":"fidelity-charitable","name":"Fidelity Charitable","category":"Philanthropy","website":"https://www.fidelitycharitable.org","hq":"Boston, MA","blurb":"The largest U.S. donor-advised-fund sponsor by grants."},{"slug":"ncfp","name":"National Center for Family Philanthropy","category":"Philanthropy","website":"https://www.ncfp.org","hq":"Washington, DC","blurb":"Nonprofit network supporting giving families with research and programming."},{"slug":"npt","name":"National Philanthropic Trust","category":"Philanthropy","website":"https://www.nptrust.org","hq":"Jenkintown, PA","blurb":"Independent donor-advised-fund sponsor and publisher of the annual DAF Report."},{"slug":"rockefeller-philanthropy","name":"Rockefeller Philanthropy Advisors","category":"Philanthropy","website":"https://www.rockpa.org","hq":"New York, NY","blurb":"Nonprofit advisory that helps donors plan and manage giving."},{"slug":"vanguard-charitable","name":"Vanguard Charitable","category":"Philanthropy","website":"https://www.vanguardcharitable.org","hq":"Warwick, RI","blurb":"Major national donor-advised-fund sponsor founded by Vanguard."},{"slug":"bny-wealth","name":"BNY Wealth","category":"Private Banks","website":"https://www.bny.com","hq":"New York, NY","blurb":"The wealth-management business of BNY, one of the oldest U.S. banking names."},{"slug":"citi-private-bank","name":"Citi Private Bank","category":"Private Banks","website":"https://www.privatebank.citibank.com","hq":"New York, NY","blurb":"Citigroup's private bank, known for serving global families and family offices."},{"slug":"goldman-private-wealth","name":"Goldman Sachs Private Wealth Management","category":"Private Banks","website":"https://www.goldmansachs.com","hq":"New York, NY","blurb":"Goldman Sachs's wealth-management business for substantial private clients."},{"slug":"hsbc-gpb","name":"HSBC Global Private Banking","category":"Private Banks","website":"https://www.privatebanking.hsbc.com","hq":"London, UK","blurb":"HSBC's international private-banking arm."},{"slug":"jpmorgan-private-bank","name":"J.P. Morgan Private Bank","category":"Private Banks","website":"https://privatebank.jpmorgan.com","hq":"New York, NY","blurb":"The private-banking arm of JPMorganChase, serving high- and ultra-high-net-worth clients globally."},{"slug":"julius-baer","name":"Julius Baer","category":"Private Banks","website":"https://www.juliusbaer.com","hq":"Zurich, Switzerland","blurb":"Swiss pure-play private-banking group."},{"slug":"lombard-odier","name":"Lombard Odier","category":"Private Banks","website":"https://www.lombardodier.com","hq":"Geneva, Switzerland","blurb":"Independent Swiss private bank dating to 1796."},{"slug":"morgan-stanley-pwm","name":"Morgan Stanley Private Wealth Management","category":"Private Banks","website":"https://www.morganstanley.com","hq":"New York, NY","blurb":"Morgan Stanley's ultra-high-net-worth private wealth division."},{"slug":"northern-trust","name":"Northern Trust Wealth Management","category":"Private Banks","website":"https://www.northerntrust.com","hq":"Chicago, IL","blurb":"Bank and trust company with a long institutional and family-wealth franchise."},{"slug":"pictet","name":"Pictet","category":"Private Banks","website":"https://www.pictet.com","hq":"Geneva, Switzerland","blurb":"Swiss private bank and asset manager owned by managing partners for over two centuries."},{"slug":"ubs-gwm","name":"UBS Global Wealth Management","category":"Private Banks","website":"https://www.ubs.com","hq":"Zurich, Switzerland","blurb":"One of the largest global wealth managers, with dedicated family-office coverage."},{"slug":"addepar","name":"Addepar","category":"Software & Reporting","website":"https://addepar.com","hq":"Mountain View, CA","blurb":"Portfolio-aggregation and reporting platform widely used by family offices and RIAs."},{"slug":"cais","name":"CAIS","category":"Software & Reporting","website":"https://www.caisgroup.com","hq":"New York, NY","blurb":"Alternative-investment marketplace for independent advisers."},{"slug":"canoe","name":"Canoe Intelligence","category":"Software & Reporting","website":"https://canoeintelligence.com","hq":"New York, NY","blurb":"Software automating alternative-investment document and data workflows."},{"slug":"eton-solutions","name":"Eton Solutions","category":"Software & Reporting","website":"https://eton-solutions.com","hq":"Research Triangle Park, NC","blurb":"Family-office ERP platform (AtlasFive) for accounting, reporting, and workflow."},{"slug":"masttro","name":"Masttro","category":"Software & Reporting","website":"https://www.masttro.com","hq":"New York, NY","blurb":"Wealth-data platform for total-net-worth visualization including illiquids."},{"slug":"icapital","name":"iCapital","category":"Software & Reporting","website":"https://icapital.com","hq":"New York, NY","blurb":"Alternative-investment platform connecting advisers and private-markets funds."},{"slug":"actec","name":"ACTEC (American College of Trust and Estate Counsel)","category":"Trust & Estate Law","website":"https://www.actec.org","hq":"Washington, DC","blurb":"Professional organization of peer-elected trust-and-estate lawyers; its fellow directory is a common starting point for finding counsel."},{"slug":"day-pitney","name":"Day Pitney","category":"Trust & Estate Law","website":"https://www.daypitney.com","hq":"Hartford, CT","blurb":"U.S. law firm with a substantial trusts-and-estates practice."},{"slug":"holland-knight","name":"Holland & Knight","category":"Trust & Estate Law","website":"https://www.hklaw.com","hq":"Tampa, FL","blurb":"Large U.S. firm with an extensive private-wealth-services group."},{"slug":"katten","name":"Katten","category":"Trust & Estate Law","website":"https://katten.com","hq":"Chicago, IL","blurb":"Law firm with a dedicated private-wealth practice."},{"slug":"loeb-loeb","name":"Loeb & Loeb","category":"Trust & Estate Law","website":"https://www.loeb.com","hq":"Los Angeles, CA","blurb":"Law firm with a prominent high-net-worth trusts-and-estates group."},{"slug":"mcdermott","name":"McDermott Will & Schulte","category":"Trust & Estate Law","website":"https://www.mwe.com","hq":"Chicago, IL","blurb":"International law firm with one of the largest private-client practices."},{"slug":"withers","name":"Withersworldwide","category":"Trust & Estate Law","website":"https://www.withersworldwide.com","hq":"London, UK","blurb":"International law firm focused on private clients and their businesses."},{"slug":"pershing","name":"BNY Pershing","category":"Trust Companies & Custody","website":"https://www.pershing.com","hq":"Jersey City, NJ","blurb":"Clearing and custody provider serving advisory firms and family offices."},{"slug":"schwab","name":"Charles Schwab","category":"Trust Companies & Custody","website":"https://www.schwab.com","hq":"Westlake, TX","blurb":"Major brokerage and adviser-custody platform."},{"slug":"fidelity-institutional","name":"Fidelity Institutional","category":"Trust Companies & Custody","website":"https://institutional.fidelity.com","hq":"Boston, MA","blurb":"Custody and brokerage platform used by many advisers and family offices."},{"slug":"fiduciary-trust-intl","name":"Fiduciary Trust International","category":"Trust Companies & Custody","website":"https://www.fiduciarytrust.com","hq":"New York, NY","blurb":"Trust company and wealth manager within the Franklin Templeton group."},{"slug":"iq-eq","name":"IQ-EQ","category":"Trust Companies & Custody","website":"https://www.iqeq.com","hq":"Luxembourg","blurb":"International investor-services group providing fund and family-office administration."},{"slug":"peak-trust","name":"Peak Trust Company","category":"Trust Companies & Custody","website":"https://www.peaktrust.com","hq":"Anchorage, AK","blurb":"Trust company operating in Alaska and Nevada, two prominent trust jurisdictions."},{"slug":"south-dakota-trust","name":"South Dakota Trust Company","category":"Trust Companies & Custody","website":"https://www.sdtrustco.com","hq":"Sioux Falls, SD","blurb":"Independent trust company in one of the leading U.S. trust jurisdictions."},{"slug":"state-street","name":"State Street","category":"Trust Companies & Custody","website":"https://www.statestreet.com","hq":"Boston, MA","blurb":"Global institutional custodian and asset servicer."},{"slug":"wilmington-trust","name":"Wilmington Trust","category":"Trust Companies & Custody","website":"https://www.wilmingtontrust.com","hq":"Wilmington, DE","blurb":"Delaware trust company (part of M&T Bank) known for personal-trust and directed-trust work."}],"meta":{"note":"Alphabetical listings of real organizations; inclusion is not a ranking, rating, or endorsement.","count":75,"served_from":"site cache (no live upstream calls)","as_of":"2026-08-26T14:40:31+00:00","disclaimer":"Education and information only — never individualized investment, legal, tax, or insurance advice. Market quotes are delayed/indicative.","attribution":"Market data via Financial Modeling Prep (delayed); yields from official sources via FRED. Editorial content © UHNW Global."}}