Listado de directorio — factual y alfabético. La inclusión no implica ranking, calificación ni respaldo, y no media compensación alguna. Las familias deben realizar su propia diligencia.
Global association of investment professionals; administers the CFA designation.
Enlace verificado August 25, 2026
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AAICPAThe U.S. professional body for CPAs, including personal financial planning credentials.CCampden WealthResearch and membership organization for global family offices and family businesses.FFamily Office Exchange (FOX)Membership network and research organization for family offices and wealth owners.SSTEP (Society of Trust and Estate Practitioners)Global professional body for trust and estate practitioners (TEP designation).TThe UHNW InstituteNonprofit think tank on ultra-high-net-worth families and the advisory industry.