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Section · Family

Professionals

Building and evaluating the advisory bench — plus a directory of real organizations serving substantial wealth.

Educational reference — explanations and tradeoffs, never recommendations. Qualified professionals evaluate what fits a particular family.

Start here Building an Advisory Team

Building an advisory team means assembling the core professionals a substantial family relies on — investment advisers, estate attorneys, CPAs, insurance specialists, private bankers, and situational experts — and establishing…

7 min read Read →

Pillar Questions to Ask Any Adviser

When evaluating any financial, legal, or tax adviser, the questions a family asks — and the answers they receive —…

01

Selection

5 entries

Evaluating Investment Advisers Evaluating an investment adviser means looking beyond track record to examine fiduciary status, registration history, custody arrangements, fee… 6min

RIA vs. Broker-Dealer Registered investment advisers (RIAs) operate under a fiduciary duty, meaning they are legally required to act in a client's best interest at all times… 6min

How Advisers Are Paid Financial advisers are compensated through several distinct models — asset-based fees, flat retainers, hourly or project fees, commissions, and… 6min

Choosing Estate Attorneys and CPAs Choosing the right estate attorney and CPA is less about finding a generalist with a good reputation and more about finding specialists whose daily… 6min

Consultants and Specialists Wealthy families frequently need specialized expertise that falls outside the core advisory team of attorney, CPA, and investment manager — experts who… 5min

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The Directory

Real organizations serving substantial wealth, listed alphabetically by category. Inclusion is not a ranking, rating, or endorsement — it is a starting point for a family's own diligence.

Accounting & Tax Advisory8

A AndersenIndependent tax and valuation firm serving individuals and family offices. San Francisco, CA B BDO USAAccounting and advisory firm with a private-client-services practice. Chicago, IL D Deloitte PrivateDeloitte's practice for private companies, family enterprises, and family offices. Global E EY PrivateEY's practice serving private capital, family businesses, and family offices. Global E EisnerAmperAccounting and advisory firm with dedicated personal-wealth and family-office groups. New York, NY K KPMG Private EnterpriseKPMG's private-company practice, including family-office advisory. Global P PwC PrivatePwC's private-company and family-office services practice. Global R RSM USAudit, tax, and consulting firm serving the middle market and family offices. Chicago, IL

Associations & Networks6

A AICPAThe U.S. professional body for CPAs, including personal financial planning credentials. New York, NY C CFA InstituteGlobal association of investment professionals; administers the CFA designation. Charlottesville, VA C Campden WealthResearch and membership organization for global family offices and family businesses. London, UK F Family Office Exchange (FOX)Membership network and research organization for family offices and wealth owners. Chicago, IL S STEP (Society of Trust and Estate Practitioners)Global professional body for trust and estate practitioners (TEP designation). London, UK T The UHNW InstituteNonprofit think tank on ultra-high-net-worth families and the advisory industry. New York, NY

Family Security & Cyber5

B BlackCloakDigital-executive-protection provider for high-profile individuals and families. Orlando, FL C Control RisksGlobal risk consultancy covering political, security, and integrity risk. London, UK G Gavin de Becker & AssociatesProtective-security firm serving at-risk public figures and families. Los Angeles, CA K KrollRisk, investigations, and cyber firm used for diligence and incident response. New York, NY P PinkertonLong-established corporate-risk and executive-protection provider. Ann Arbor, MI

Insurance & Risk Advisory6

A AIG Private Client SelectHigh-net-worth personal-insurance business associated with AIG. New York, NY B Berkley OneW. R. Berkley's high-net-worth personal-insurance unit. Chicago, IL C Chubb Personal Risk ServicesInsurer with a leading high-net-worth personal-lines franchise. Zurich, Switzerland M Marsh McLennan Agency Private Client ServicesBrokerage practice placing personal insurance for wealthy families. White Plains, NY N NFPInsurance brokerage and consultant (an Aon company) with private-client and life practices. New York, NY P PURE InsuranceMember-owned insurer built specifically for high-net-worth households. White Plains, NY

Multi-Family Offices & Wealth Firms10

A AspiriantEmployee-owned independent wealth-management firm with family-office services. Los Angeles, CA B BBR PartnersIndependent multi-family office serving ultra-high-net-worth families. New York, NY B Bessemer TrustLong-established multi-family office and trust company originally founded to manage the Phipps family fortune. New York, NY B Brown AdvisoryIndependent investment and strategic-advisory firm serving private clients and institutions. Baltimore, MD C Cerity PartnersLarge independent wealth-management firm with family-office services. New York, NY G GlenmedeInvestment and wealth-management firm founded to serve the Pew family; today a multi-client trust company. Philadelphia, PA P PathstoneMulti-family office describing itself as a modern family office for families and institutions. Englewood, NJ R Rockefeller Capital ManagementWealth-management and family-office services firm carrying the Rockefeller family lineage. New York, NY S Silvercrest Asset ManagementPublicly traded asset-management and family-office firm serving wealthy families and institutions. New York, NY V Veritable, LPIndependent multi-family office among the earlier fee-only firms serving substantial families. Newtown Square, PA

Philanthropy7

C Council on FoundationsMembership association for grantmaking foundations. Washington, DC E Exponent PhilanthropyAssociation serving lean-staffed foundations and philanthropic families. Washington, DC F Fidelity CharitableThe largest U.S. donor-advised-fund sponsor by grants. Boston, MA N National Center for Family PhilanthropyNonprofit network supporting giving families with research and programming. Washington, DC N National Philanthropic TrustIndependent donor-advised-fund sponsor and publisher of the annual DAF Report. Jenkintown, PA R Rockefeller Philanthropy AdvisorsNonprofit advisory that helps donors plan and manage giving. New York, NY V Vanguard CharitableMajor national donor-advised-fund sponsor founded by Vanguard. Warwick, RI

Private Banks11

B BNY WealthThe wealth-management business of BNY, one of the oldest U.S. banking names. New York, NY C Citi Private BankCitigroup's private bank, known for serving global families and family offices. New York, NY G Goldman Sachs Private Wealth ManagementGoldman Sachs's wealth-management business for substantial private clients. New York, NY H HSBC Global Private BankingHSBC's international private-banking arm. London, UK J J.P. Morgan Private BankThe private-banking arm of JPMorganChase, serving high- and ultra-high-net-worth clients globally. New York, NY J Julius BaerSwiss pure-play private-banking group. Zurich, Switzerland L Lombard OdierIndependent Swiss private bank dating to 1796. Geneva, Switzerland M Morgan Stanley Private Wealth ManagementMorgan Stanley's ultra-high-net-worth private wealth division. New York, NY N Northern Trust Wealth ManagementBank and trust company with a long institutional and family-wealth franchise. Chicago, IL P PictetSwiss private bank and asset manager owned by managing partners for over two centuries. Geneva, Switzerland U UBS Global Wealth ManagementOne of the largest global wealth managers, with dedicated family-office coverage. Zurich, Switzerland

Software & Reporting6

A AddeparPortfolio-aggregation and reporting platform widely used by family offices and RIAs. Mountain View, CA C CAISAlternative-investment marketplace for independent advisers. New York, NY C Canoe IntelligenceSoftware automating alternative-investment document and data workflows. New York, NY E Eton SolutionsFamily-office ERP platform (AtlasFive) for accounting, reporting, and workflow. Research Triangle Park, NC M MasttroWealth-data platform for total-net-worth visualization including illiquids. New York, NY i iCapitalAlternative-investment platform connecting advisers and private-markets funds. New York, NY

Trust & Estate Law7

A ACTEC (American College of Trust and Estate Counsel)Professional organization of peer-elected trust-and-estate lawyers; its fellow directory is a common starting point for finding… Washington, DC D Day PitneyU.S. law firm with a substantial trusts-and-estates practice. Hartford, CT H Holland & KnightLarge U.S. firm with an extensive private-wealth-services group. Tampa, FL K KattenLaw firm with a dedicated private-wealth practice. Chicago, IL L Loeb & LoebLaw firm with a prominent high-net-worth trusts-and-estates group. Los Angeles, CA M McDermott Will & SchulteInternational law firm with one of the largest private-client practices. Chicago, IL W WithersworldwideInternational law firm focused on private clients and their businesses. London, UK

Trust Companies & Custody9

B BNY PershingClearing and custody provider serving advisory firms and family offices. Jersey City, NJ C Charles SchwabMajor brokerage and adviser-custody platform. Westlake, TX F Fidelity InstitutionalCustody and brokerage platform used by many advisers and family offices. Boston, MA F Fiduciary Trust InternationalTrust company and wealth manager within the Franklin Templeton group. New York, NY I IQ-EQInternational investor-services group providing fund and family-office administration. Luxembourg P Peak Trust CompanyTrust company operating in Alaska and Nevada, two prominent trust jurisdictions. Anchorage, AK S South Dakota Trust CompanyIndependent trust company in one of the leading U.S. trust jurisdictions. Sioux Falls, SD S State StreetGlobal institutional custodian and asset servicer. Boston, MA W Wilmington TrustDelaware trust company (part of M&T Bank) known for personal-trust and directed-trust work. Wilmington, DE

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