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


Fly Victor

Burgess Yachts

One Concierge

 • Family Office Legal Structures

Sirote & Permutt, PC

 • Technology


 • 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


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


Tri State Capital 


lshub lshub sirote  90 Degree Benefits

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.