Expert Sourcing Category Summary

National and Regional Representation

A community of carefully selected multi-disciplined organizations coordinated with FWH Chapters, wealthy families and their advisors.

 • Financial Services Innovation

Institute of Innovation Development

 • U.S./International Trust Services

Alliance Trust Company

 • Lifestyle Services

Skyjet

Fly Victor

Burgess Yachts

One Concierge

 • Family Office Services

Alliance Trust Company

 • Technology

Westech

 • Taxation/Accounting

Spoor Bunch Franz

 • Mergers & Acquisitions

Varies by location and needs

 • Risk Management

Captive Alternatives, LLC

Gracie Point, LLC

 • Private Banking

TriState Capital

 • Asset Protection

Alliance Trust Company

 • Private Health Care

World Clinic

 • Family Governance/Communication

Varies by location and needs

 

 

• Philanthropic Planning

Give Back Nation

• Investment Management

Varies by needs

• Strategic Business Dynamics

ESOP Services

Valbridge Property Advisors

Captive Alternatives, LLC

• Estate Asset Migration

Alliance Trust Company

Valbridge Property Advisors

• Security

Cass Global

• Premium Financing

Gracie Point, LLC

• Legal Affairs

Varies by location and needs

• ESOP Management

ESOP Services

• Human Resource Services

Varies By Location

• Wealth Technology Platform

Varies By Needs

• Real Estate

Valbridge Property Advisors

• Alternative Asset Solutions

Proteus Capital

 
 
 
 
 
 
 
 
 
     

The Family Wealth Hub(FWH) does not endorse any designated Expert Sourcing Firm and is not responsible for any liability for the acts or omissions of any designated Firm.