Customized Synchronization - Harmonized Communication

Constructed For

Single and Multi-Family Offices - Wealth Management Firms - Law Firms - Accounting Firms

Broker-Dealers - Custodians - Trust Companies - Banks

Bringing families, their advisors and their wealth together - Success By Design

One Touch360  ▪  Total Control  ▪  Seamless Navigation

Single-Sign-On Access To Family Members and Expert Sourcing Firms

Secure access anytime, anywhere across all devices

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Easy Design and On-Boarding

24/7/365 Global Support

Compliant With: HIPPA • Sabanes Oxley • Graham Leach Bliley • SEC • FINRA

 

Expert Sourcing Firms - Teaming with other family advisors

A gated community of carefully selected, multi-disciplined organizations coordinated with Regional Chapters.

 

 • 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

Varies by location and needs

 

 

 

 

 

 

 

 

 

 

 • Mergers & Acquisitions

Sirote & Permutt, PC

 • Risk Management

Captive Alternatives, LLC

 • Private Banking

TriState Capital

 • Asset Protection

Alliance Trust Company

Sirote & Permutt, PC

 • Private Health Care

Varies by location and needs

 • Family Governance

Varies by location and needs

 

• Philanthropic Planning

Charitable Capital Design Center, LLC

• Investment Management

Reich & Tang

• Business Dynamics

Alliance Pension Consultants

Captive Alternatives, LLC

Sirote & Permutt, PC

• Estate Asset Migration

Alliance Trust Company

Sirote & Permutt, PC

• Security

Cass Global

 

• Legal Affairs

Sirote & Permutt, PC

• Human Resource Services

Varies By Location

• Wealth Technology Platform

Varies By Needs

• Real Estate

Varies By Location

• Alternative Asset Solutions

 

The Family Wealth 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.