Verzeichnisliste – sachlich und alphabetisch. Die Aufnahme stellt keine Rangfolge, Bewertung oder Empfehlung dar und ist nicht mit Vergütung verbunden. Familien sollten ihre eigene Sorgfaltsprüfung durchführen.
Large independent wealth-management firm with family-office services.
Link verifiziert August 25, 2026
Wie man Unternehmen dieser Art bewertet
Building an Advisory TeamBuilding an advisory team means assembling the core professionals a substantial family relies on — investment…
Evaluating Investment AdvisersEvaluating an investment adviser means looking beyond track record to examine fiduciary status, registration…
RIA vs. Broker-DealerRegistered investment advisers (RIAs) operate under a fiduciary duty, meaning they are legally required to…
How Advisers Are PaidFinancial advisers are compensated through several distinct models — asset-based fees, flat retainers, hourly…
Gleiche Kategorie
AAspiriantEmployee-owned independent wealth-management firm with family-office services.BBBR PartnersIndependent multi-family office serving ultra-high-net-worth families.BBessemer TrustLong-established multi-family office and trust company originally founded to manage the Phipps family fortune.BBrown AdvisoryIndependent investment and strategic-advisory firm serving private clients and institutions.GGlenmedeInvestment and wealth-management firm founded to serve the Pew family; today a multi-client trust company.PPathstoneMulti-family office describing itself as a modern family office for families and institutions.RRockefeller Capital ManagementWealth-management and family-office services firm carrying the Rockefeller family lineage.SSilvercrest Asset ManagementPublicly traded asset-management and family-office firm serving wealthy families and institutions.