Expert Sourcing Category Summary

National and Regional Representation

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

• U.S./International Trust Services First State Trust Company Southpac Group • Lifestyle Services Skyjet Fly Victor Burgess Yachts One Concierge • Family Office Legal Structures Sirote & Permutt, PC • Technology Westech • Taxation/Accounting Varies by location and needs • Mergers & Acquisitions Sirote & Permutt, PC Valuation Services, Inc. • Risk Management McGowan Insurance • Private Banking TriState Capital • Asset Protection Sirote & Permutt, PC • Private Health Care Varies By Needs • Family Cohesion Sirote & Permutt, PC		• Philanthropic Planning Give Back Nation • Investment Management Varies By Needs • Strategic Business Dynamics Sirote & Permutt, PC McGowan Insurance Tri-Merit PCS Retirement • Estate Asset Migration Sirote & Permutt, PC • Legal Affairs Sirote & Permutt, PC • Citizenship & Residency Henley & Partners • Wealth Technology Platform Varies By Needs • Real Estate Varies By Needs • Alternative Asset Solutions Varies By Needs • Art Advisory Pall Mall Art Advisors

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.