 |
|
Atlantic Trust Private Wealth Management |
|
Jack Markwalter |
|
Atlanta, GA *
|
|
866-517-3400 |
|
|
|
www.atlantictrust.com |
|
 |
|
Charles Schwab |
|
Liz Hilton |
|
San Francisco, CA *
|
|
415-667-1232 |
|
liz.hilton@schwab.com |
|
www.schwab.com |
|
 |
|
Corporate Fuel Partners |
|
Charles Lachman |
|
New York, NY |
|
646-572-0422 |
|
charles@corporatefuelpartners.com |
|
www.corporatefuelpartners.com |
|
 |
|
Envoi, LLC |
|
Brenda B. Sallstrom |
|
Minnetonka, MN |
|
952-358-6260 |
|
bsallstrom@envoillc.com |
|
www.envoillc.com |
|
 |
|
Fidelity Family Office Services |
|
Tina Hartnett |
|
Boston, MA *
|
|
617-563-4270 |
|
Tina.Hartnett@fmr.com |
|
www.familyoffice.fidelity.com |
|
 |
|
Financial Management Partners |
|
Whitney Kenter |
|
Clayton, MO *
|
|
314-862-5190 |
|
wkenter@fmpartners.com |
|
www.fmpartners.com |
|
 |
|
Greenway Family Office |
|
Joan Malloy |
|
Saint Louis, MO |
|
314-400-5050 |
|
jmalloy@greenwayfo.com |
|
www.greenwayfamilyoffice.com |
|
 |
|
Harris Associates |
|
Diane Mustain |
|
Chicago, IL |
|
312-621-0581 |
|
dmustain@harrisassoc.com |
|
www.harrisassoc.com |
|
 |
|
Inheriting Wisdom |
|
Dr. James Weiner |
|
Chicago, IL |
|
312-948-5180 |
|
dr.jweiner@inheritingwisdom.com |
|
www.inheritingwisdom.com |
|
 |
|
Kreuzberger Associates |
|
Neil Kreuzberger |
|
San Rafael, CA |
|
415-459-2300 |
|
neil@kreuzberger.com |
|
www.kreuzberger.com |
|
 |
|
Matthews International Capital |
|
Jodi Borkowitz |
|
San Francisco, CA *
|
|
415-955-8116 |
|
Jodi.borkowitz@matthewsasia.com |
|
www.matthewsasia.com |
|
 |
|
Okabena |
|
Christine Galloway |
|
Minneapolis, MN |
|
612-339-7151 |
|
cgallow@okabena.com |
|
www.okabena.com |
|
 |
|
Pathstone Family Office |
|
Steve Braverman |
|
Englewood, NJ |
|
201-944-7284 |
|
sbraverman@pathstone.com |
|
www.pathstone.com |
|
 |
|
Performance Trust Investment Advisors |
|
Jim Richter |
|
Chicago, IL |
|
312-521-1466 |
|
jrichter@ptia.com |
|
www.ptia.com |
|
 |
|
Ronald Blue & Co. |
|
Vince Birley |
|
Roswell, GA *
|
|
770-280-6028 |
|
vince.birley@ronblue.com |
|
|
|
 |
|
Sentinel Trust |
|
Anthony DeToto |
|
Houston, TX |
|
713-630-9649 |
|
adetoto@sentineltrust.com |
|
www.sentineltrust.com |
|
 |
|
Total Personal Services |
|
NancyAnn Akeson |
|
Garden City, NY |
|
516-739-7200 |
|
naakeson@totalpersonalservices.com |
|
www.totalpersonalservices.com |
|
 |
|
Vogel Consulting Group |
|
Rhona E. Vogel |
|
Brookfield, WI *
|
|
262-790-4960 |
|
rhonav@vogelcg.com |
|
www.vogelcg.com |
|
|
* Indicates firms with multiple locations. Please visit the firm website to find a location nearest you. |
