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

Capital First Trust Company

 • 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

 • 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

• Estate Asset Migration

Sirote & Permutt, PC

• Security

Executive Security

• Legal Affairs

Sirote & Permutt, PC

• Human Resource Services

Varies By Location

• Wealth Technology Platform

Varies By Needs

• Real Estate

Varies By Needs

• Alternative Asset Solutions


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.