AXG Advisors is a private client risk management firm specializing in life insurance, wealth transfer strategies, and property & casualty solutions for high-net-worth individuals and families. We deliver tailored strategies that ensure financial security, estate efficiency, and comprehensive protection for clients’ complex and unique needs.
AfterLight helps clients manage the unavoidable administrative tasks after a loss and organize their legacy. Whether dealing with a death or preparing in advance, we aim to lighten the load, allowing families to grieve in peace and settle affairs with ease.
At Annapurna Cybersecurity, we specialize in safeguarding the digital realms of financially successful individuals and families. Our meticulous threat assessments uncover unique vulnerabilities, allowing us to create tailored cybersecurity programs that integrate cutting-edge technology, strategic policies, education, and processes for robust, evolving protection.
Aquilance provides financial administration services for Ultra-High-Net-Worth individuals and families, empowering them and their advisors with the necessary financial clarity to make critical economic decisions that impact their current and long-term financial legacies.
Arch streamlines alternative investment management, automating the manual tasks of accessing fund portals, collecting K-1s, and tracking performance across asset classes. Arch aggregates, standardizes, and displays data into a unified platform, offering a digital tax list, an on-demand document repository, and an up-to-date financial summary for all private holdings.
MEET ARTIFCTS: You've collected, accumulated, and inherited ‘stuff.’ But what is it all? Why does it matter? Capture and share the importance and the stories behind those assets with each Artifct you create. Complete the "In the Future" field so your family has a roadmap for what’s next for it all, too.
Atténuer Risk is a risk and resiliency consulting firm serving families of exceptional wealth, single-family offices, multi-family offices, and advisory firms.
Avari World and leafplanner proudly come together offering the best of everything. Avari World masterfully implements fine detailed private luxury travel & security management, and we stand ready to serve our elite members. If you are a frequent traveler, then Avari World's lifestyle enhancements are well-suited for you. In the ever-evolving world that we currently live in, the need for secure travel is more apparent than ever before. Avari World can bring peace of mind to you, your colleagues, and the ones you love.
Banister Advisors offers Lifespan Navigation® services for individuals and families. In times of overwhelm and challenge, we help clients navigate through difficult life circumstances, with compassion and expert guidance. Our team of licensed mental health professionals has deep experience working and advocating within medical settings, social services, and behavioral health systems.
We’re a small firm with the numbers skills you would expect from an accountant combined with the exceptional people skills you want in a partner who will help grow, manage, and provide balance to your business or family office.
Biograph is a storytelling platform and book publishing service that helps families continuously record memories and preserve legacy. Biograph offers custom writing services as well as a DIY mobile app for recording timeless memories.
Led by preeminent storyteller, Dennis Ross, Book Ambition serves family offices, Fortune 500 Companies, and global thought leaders with strategic storytelling, ghostwritten books, and transformative online classes. Goldman Sachs, GE, Warner Bros., Delta, and a host of entrepreneurs are among its clients.
Bristol Reports provides high net-worth individuals and family offices with a customized monthly reporting package for their personal assets. Based specifically on our clients’ needs, the report is tailored specially with outputs to our clients’ different asset classes. Additionally, Bristol Reports provides outsourced CFO services, builds customized reporting solutions for business needs, and more.
COREnology behavioral finance assessments empower advisors to quickly identify their clients' core values, priorities, views on wealth and inheritance, culture, and obstacles to wealth. Advisors use the reports from these assessments to gain clarity around what's most important to clients so they can personalize their planning.
Clearstead has expertise in helping families establish family trust companies (FTCs) as well as the assessment, design, implementation, and ongoing operational assistance of the FTC. Our team understands that each client situation is different, so we listen to gain clarity before recommending an FTC structure that will guide the family through future generations.
Clockwork offers a robust private investment management platform for family offices and global private investors to centrally track alternative assets, and everything else. We integrate investment content, email and documents alongside transaction data and siloed information sources for easy collaboration, investment record keeping and a dynamic, real-time wealth picture.
College Inside Track helps families through a milestone family event - searching for and applying successfully to - right-fit schools. They are considered the gold standard when it comes to college guidance. CIT helps families navigate the complicated college process to find the right college for the student's academic and social interests, but also meets the family's financial goals as well. CIT has a team of experts who work 1:1, providing hands-on support with college list development, applicant development, application, essay, financial forms, decision support, and more to reduce the stress between parents and students. They help with the biggest investment of all - your child.
Conduit protects assets from wire fraud through proven processes and our simple software platform. Conduit is an independent security firm and has consulted with clients ranging from homeowners to billion-dollar IPOs.
Continuity Family Business Consulting is a leading family business consulting firm. We believe that the potential for conflict is unavoidable when families own and work together. We have the skills, knowledge, and experience to help families manage conflict and build resilience in family and business now, and for generations to come.
Crummey Cake is a service designed to simplify the process of preparing, sending and storing Crummey Letters.
Dawkins Advisory Group provides a white-glove Family Office experience through proactive operations services empowering families to make informed decisions with updated, meaningful data at their fingertips.
Deviate Consulting is a professional services firm that focuses on software selection, implementation, and back-office services for single and multi-family offices. Deviate is an independent, objective partner serving the best interests of our clients, resulting in successful long-term relationships. Deviate was founded in 2015 in Indianapolis and has a team of 25 consultants throughout the country.
Dr. Elizabeth Hall is an experienced executive leadership coach; she holds a PhD focusing on Positive Psychology, is certified with the International Coaching Federation, and authored research articles on positive behavior change in adolescents. Elizabeth developed the PAR Wellbeing program for women leaders needing a resonant connection with their adolescent child.
Elm Place Partners is an outsourced solution for tracking privately-held investment portfolios. We aggregate all pertinent data related to each client’s investment portfolio and deliver a consolidated investment book on a quarterly basis, allowing investors clear visibility of their wealth position in order to make actionable data-driven decisions.
Community for the Rising Generation. Enclave is a select group of Rising Gen individuals pursuing their purpose, passion, and path forward together.
Marcy Kirshenbaum specializes in helping individuals/families address their health through personalized nutrition plans. She incorporates lifestyle factors and functional nutrition testing to create manageable and sustainable approaches. Her expertise spans from personalized client care to advising businesses in the health food industry, aiming to promote well-being through informed dietary choices.
Founded in 2001, Entara’s mission is to deliver proactive, security-first IT solutions. Every aspect of your business should be strategically designed to support your growth, including your IT and cybersecurity operations. At Entara, they offer integrated services to ensure your environment is running and secure.
Former admissions officers from Harvard, Princeton, UChicago, NYU and other highly selective universities provide concierge-level college and graduate school advising services, with almost every single client being admitted to their top-choice school. Featured by nearly every major media outlet, including the TODAY Show, Good Morning America, The New York Times, Wall Street Journal, and CNN, Expert Admissions is the leader in college admissions advising.
FinCEN Simplified is a third-party filing service devoted exclusively to ensuring compliance with the Corporate Transparency Act (CTA) by filing beneficial ownership information (BOI) directly with FinCEN using their proprietary software with a direct upload link to FinCEN at a very reasonable cost.
First Hand Tickets is available to help you secure desired tickets to any and all sports, theater, and concert events both locally and worldwide without the fees added on at checkout for all online sites. A well-respected, licensed ticket reseller since 2009, Warren Schreiber, owner, provides concierge services to assist in obtaining tickets to hard to get events and hard to get seating. Always less expensive than every online site for the same seats. No fees. Contact: [email protected]
We are dedicated to helping families get stronger today and stay that way for generations. We have developed a process through which families can learn to work together, enhance trust and communication, and work for the betterment of the family as a whole while helping each individual family member to identify and pursue the things that matter most to them.
Global Guardian is a provider of world-class security solutions custom-tailored to the individual needs of its global client base. They offer an integrated suite of best-in-class security services that help clients identify and mitigate the risks of traveling and doing business overseas and domestically.
LHT offers exclusive consultation and event management services to celebrate the lives and legacies of distinguished and noteworthy individuals. Our team members are experts in comprehensive planning, protocol, and event logistics that are essential to implementation of high-visibility funeral and memorial events.
The Latitude Group is a global leader in Residence and Citizenship by investment. They provide expert advice to private clients and their advisors seeking to enhance their mobility, lifestyle, and security. Their executive and government advisory teams are industry pioneers with over 100 years of collective experience.
Our company has been discovering family stories for over a decade as Legacy Tree and a whole lot longer as individual genealogists. We search the world for answers. Find the un-findable. And we're experts at everything from tracking down rare international records to analyzing DNA test results.
LifeBook Memoirs offers an exclusive, once-in-a-lifetime experience to capture your life’s story in a beautifully crafted private memoir. Our dedicated expert team ensures your memories, stories and photos are preserved with the utmost care, creating a timeless legacy for future generations. Your unique journey becomes a cherished heirloom - the gift of a lifetime.
Luminary enables the scaleable delivery of trust & estate services by bringing together investment, legal, and tax advisors to collaborate seamlessly off a single, digital system of record. Luminary automates wealth transfer plan visualizations, strategy analysis, scenario modeling, task management, and “tax alpha” reporting all on one platform.
More than Money360 is a Baltimore-based family meeting facilitation offering comprehensive technology to prepare multiple generations of successful families for impactful meetings about core values, communication, family legacy, unity, philanthropy, gratitude, and governance. We connect busy, geographically dispersed families in fun and productive family meetings.
My Personal Bookkeeper assists clients of any age in organizing their financial life. Services include bill pay, tracking expenses and income, insurance claim management, working to close an estate, and more. We streamline your financial life and provide peace of mind.
Founded by twin sisters who have successfully navigated a family business succession and currently co-lead their 40-year-old family business, Next Gen Collaborative offers personal growth coaching focused on empowering next-gen leaders to break free from the status quo, find their voice, and craft an authentic future.
Nomadx offers risk management and insurance solutions for trustees, trust companies, and family offices. Nomadx serves as the specialized underwriter for trustee liability insurance, available to all brokers. With expertise in management liability risks, and tax, trust, and estate matters, they create solutions that address deficiencies across the insurance industry.
We are a family office advisory firm, focusing on creating and developing the infrastructure that supports families and their family offices. We do this by guiding families through critical decisions about how to preserve their family mission, values and wealth along with assisting them through major choices at critical junctures in their financial journeys.
Picturli is a Los Angeles-based photo organization, archiving, and design studio serving clients globally. They offer private, inclusive backup systems for families, individuals, and institutions. Picturli also designs and produces archival photo books, video montages, and legacy films. Complimentary consultations can be booked on their website.
Pinventory® Home & Business inventory software and concierge services catalog, document, and update details of your important belongings and their supporting information for distributing, donating, bequeathing, packing, or selling. Exportable professional reports provide proof for losses requiring insurance claims and facilitate estate-planning and asset allocations.
Precision Automotive Group is an automotive fiduciary firm that provides honest, unbiased expertise for those purchasing, selling or maintaining classic and luxury automobiles, and seeking fleet management counsel. We’ve built a reputation as a trusted adviser, advocate and fiduciary representative for ultra-high net worth (UHNW) individuals and family offices.
Prosperis delivers custom, multigenerational plans that reduce estate taxes and distribute assets according to your unique objectives. They coordinate with any advisors needed to implement all aspects of your plan.
Capture your family’s journey with an R360 Legacy Film, preserving stories, insights, and memories. Directed by an award-winning filmmaker, the process includes personalized interviews, archival footage, and a beautifully designed video book. This film becomes a lasting gift, connecting generations and sharing the wisdom and experiences that define your legacy. You don't have to be a member of R360 to get started on your legacy film.
Our 18-month transformational storytelling experience captures your most cherished values in a meticulously written family memoir that becomes a powerful tool for your family’s future.
Ronald Varney Fine Art Advisors works with families, private collectors, estate lawyers, trust companies, private wealth management firms, business advisors, accountants, museums, foundations and other non-profit institutions on all aspects of the art market. We are skilled in resolving complex issues related to the valuation, authentication, and sale of artwork.
At Rosemarie Hospitality, we serve ultra-high-net-worth individuals globally, offering a premier concierge service designed to grant access to the world’s most exclusive and otherwise inaccessible experiences. Our team delivers thoughtfully curated and bespoke services, ensuring that every need is exceeded with unmatched precision and discretion. We are at your service.
As a professional coach, mediator, and facilitator, Samantha provides customized support and solutions to a wide range of diverse and influential individuals and families. With her assistance and guidance, clients have been able to generate meaningful success and navigate complex challenges and circumstances (both personal & professional), while increasing their capacity to lead with greater impact and influence.
As a fine art and jewelry Insurance expert, Sandra's passion is creative solutions and timely and innovative service for private collectors, dealers, museums, and other art professionals. Utilizing 27 years of industry experience, she works with insurance companies to negotiate effectively on behalf of my clients.
StoryKeep helps families share their stories, histories, and educational information to strengthen their connections with each other across generations and geography.
TOS offers family office infrastructure as a service. We have curated and integrated best-in-class third-party technology solutions and paired them with an experienced team of family office operators to solve family-office-specific operational challenges.
Tamarind Partners work with families of wealth, the operators in their family offices and family enterprises, and their strategic advisors and providers to solve their unique family office and wealth challenges.
TFM provides scalable family governance solutions, combining expert family coaching with innovative software for a tailored virtual coaching experience for families.
Many first-time trustees are overwhelmed by their responsibilities. Trust Counselor helps a trustee to achieve the trust’s goals and manage their risk. Assisting with critical administrative responsibilities - weighing distribution requests, setting investment goals and asset allocation, proper trust reporting, creating meeting agendas with advisors or beneficiaries, assessing investment performance, or evaluating the fairness of their fee or an advisor’s fee.
Way into Wealth™ is a private coaching program for inheritors who are ready to embark on an exciting journey to integrate their current or future inheritance. WiW provides direction and answers for participants to confidently grow into their wealth. Meet with Melissa Hoyer for eight sessions. Visit wayintowealth.com for details.
Wellworth is a health advisory firm helping family offices and high-net-worth individuals navigate healthcare. We discreetly steer our clients toward the best possible outcomes, minimizing healthcare and financial risk. We offer our time, connections, and expertise at every point in the healthcare journey. Some of our services include: Locating best-in-class providers; Assessing treatment options; Supporting mental health; Arranging elder care; Providing second-opinion services.
West Coast Exotic Cars has become the premier exotic car dealer located in the heart of Southern California’s beautiful wine country. Built on over twenty-five years of professional race car driving experience, founder Eric Curran has pursued his passion as a car enthusiast. Utilizing the connections he’s built in the racing industry, Eric works hands-on to buy, sell, and consign high-end, exotic cars throughout the nation.
Wild Health delivers personalized, genetics-based care to extend lifespan and improve longevity. Using advanced chronic disease screenings and personalized medicine, their board-certified physicians, health coaches, and care coordinators collaborate to optimize healthspan. Members receive cutting-edge, proactive care tailored to their unique needs, ensuring a healthier, longer life.
Winding River Advisors is a philanthropy and social impact advisory firm that specializes in working with families and individuals at inflection points to bring their visions for impact to life. For nearly 20 years, we have supported some of the world's leading change-makers on philanthropic strategies, operations, and governance.
Supporting all types of family offices (single-, multi-, embedded, hybrid/virtual, and custom design) Xylogenesis supports families, family office staff and trusted advisors. Our services include visioning, strategy, design, governance, ecosystem alignment, operations, and sustainment, as well as independent director and trustee services of and for the family, family office, and trusted advisory team.
bQuest is a digital care coordination platform for family caregivers navigating life’s most challenging moments- aging care and end of life. bQuest connects family caregivers to resources and a local, and vetted community of aging care service providers across legal, finance, aging care, funeral and after loss.
