Companies similar to LEGACY TRUST
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  • legacytrust.com
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Legacy Trust was founded by an ultra-high net worth family in 1984 as a state chartered trust company... As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations..
Relevance: 49.7591
  • www.gcprive.com
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At GC Privé, we are dedicated to providing a holistic range of services to ultra-high net worth individuals and their families. Discreetly headquartered in London's Mayfair, we have gained client trust and loyalty through our intelligent and..
Relevance: 33.723858
  • cdcwm.com
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CDC is a wealth management firm which provides bespoke financial planning for High Net Worth and Ultra High Net Worth individuals. Founded in 2006 with origins in the North East of England, CDC now serves customers across the UK and overseas... CDC..
Relevance: 31.935518
  • www.salusli.com
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Salus is a boutique life insurance broker providing a market-leading service to high net worth and ultra high net worth clients..
Relevance: 31.829435
  • www.alderleyglobal.com
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Headquartered in Dubai, UAE, Alderley Global LLC (registered with the Institute of Chartered Accountants in England and Wales) is a boutique advisory firm, primarily focusing on multi-jurisdictional tax, trustee and fiduciary services to address the..
Relevance: 31.660496
  • ca.rbcwealthmanagement.com
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Managing your investments can be both a daunting and time-consuming task. At Davidson Professional Wealth Management, we believe in a sensible and discerning approach to managing your money. With over 50 years of combined industry experience, we not..
Relevance: 31.439783
  • usetrustcard.com
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At TrustCard, we believe that ultra-high-net-worth and high-net-worth families should have easier access to liquidity within their asset portfolios...
Relevance: 31.1641
  • front-barnett.mesirow.com
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Front Barnett, A Mesirow Company, is a leading Chicago-based, employee-owned wealth management firm founded in 1994... Founded in 1994, we provide customized equity and fixed income investment management for high net worth and ultra-high net worth..
Relevance: 31.11938
  • www.hakucapital.com
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HakuCapital is a multi-strategy fund manager and a commercial multi-family office for ultra-high net worth families... HakuCapital serves as an ultra-high net worth family's single accountable partner to manage the interests of the family's estate...
Relevance: 30.99824
  • www.igeekphone.com
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It is essential that the assets owned by these people may be quickly and readily disposed of. Ultra High Net Worth Wealth Management often use the help of financial advisors to keep track of their finances. As a result of their considerable wealth,..
Relevance: 30.763472
  • bluelakecm.com
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Blue Lake Capital Management LLP is a boutique investment company dedicated to growing the wealth of it's valued clients. BLCM focusses on a niche of Ultra High Net Worth Individuals, Family Offices and Institutional Investors who trust us to be..
Relevance: 30.653946
  • grupplaw.com
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The Grupp Law Firm LLC offers estate planning, trust administration, and family office services from Jackson Hole, Wyoming. We are committed to seeing your family flourish now and in the future. We help families gift their wealth to the next..
Relevance: 30.44264
  • acadiafamoffice.com
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At Acadia Family Office, a multi-family office and tax firm specializing in high and ultra-high net worth individuals, we are committed to recognizing and meeting the unique needs of our valued clients... We are a multi-family office and tax firm..
Relevance: 30.216368
  • wpadvisors.ch
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WP Advisors SA was born in 2003 as a Family Office, which soon evolved into a Multi-Family Office responding to the needs of High and Ultra High Net Worth Individuals and Families... Our mission is to build trust and provide peace of mind by..
Relevance: 30.138346
  • www.newarksg.com
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New Ark Consulting (NAC) is a boutique consulting firm headquartered in Singapore that dedicated to provide client with one-stop global asset allocation services. We mainly serve (ultra) high-net-worth client (HNWI), providing them with a full suite..
Relevance: 30.066278
  • www.teitler.com
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Teitler & Teitler, LLP is a boutique law firm with over 50 years of experience counseling high and ultra-high net worth clients in navigating complex and high-stakes disputes, crisis management situations, and trust and estate matters. The firm is..
Relevance: 30.043688
  • www.inknowvision.com
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For over 20 years we have been helping lawyers and financial advisors with their ultra high net worth clients... We have built a strong foundation over the years of doing what we say, and doing it in a way that makes our clients and our partners..
Relevance: 29.997942
  • aevuspartners.com
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Aevus Partners is a boutique multi-family office, working with ultra-high net worth clients across the globe. At our core we are wealth managers, working on mandates to invest funds, structure assets, source finance and build long term wealth..
Relevance: 29.961086
  • www.preservedwealth.com
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Our mission is to substantially and legally reduce our client's taxes. We always discover savings that others have missed... Preserved Wealth offers Innovative Tax and Legacy Solutions, that you won't find on Main Street... At Redwood our..
Relevance: 29.892416
  • omegacloseprotection.com
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Omega Close Protection Ltd are a UK registered company and Californian registered corporation, providing fully qualified and SIA (Security Industry Authority) registered close protection operatives to the film industry, politicians and persons of..
Relevance: 29.797075
  • keyfamilypartners.com
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KFP is a family-owned investment office serving ultra high-net-worth families to integrate their financial needs... We manage the majority of our families wealth - trust and confidence in KFP as centre of operations... We operate with the highest..
Relevance: 29.74129
  • www.centrogroupmiami.com
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Centro Group is a Miami-based boutique real estate company that offers its HNW (high-net-worth) and UHNW (ultra-high-net-worth) investors, clients, buyers, sellers and partners a wide range of personalized real estate services catered to their..
Relevance: 29.647228
  • www.collectiveaccounting.com.au
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The Collective Accounting Company is a boutique accounting firm with solutions for Ultra-High Net Worth Clients, High Net Worth Clients, Families and Private Groups... We believe that it's important to be agile and collaborative, so we partner with..
Relevance: 29.642216
  • www.legacyprivatetrust.com
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With a team whose experience in the trust industry goes back to the 1960s, Legacy Private Trust specializes in the management and administration of trusts, estates, powers of attorney for property, guardianships and foundations for high net worth..
Relevance: 29.635534
  • purentonline.com
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Pure Entertainment Group is a global bespoke luxury concierge company with headquarters in Montreal, Canada. Since 2007, the company has offered high-quality, highly tailored luxury travel and concierge services to high-net-worth and ultra-high-net-..
Relevance: 29.635199
  • prosperam.co.nz
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Prosper Asset Management is a multi-family office serving ultra high net-worth clients... Another cornerstone of trust is ensuring that the goals of Prosper and the client are aligned. As a starting point our only source of income is the single..
Relevance: 29.540794
  • sdplanco.com
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South Dakota Planning Company (SDPC) is an ultra-high net worth trust planning firm, founded by Al W. King III and Pierce H. McDowell III, that advises both domestic and international clients. SDPC, a Delaware LLC doing business in New York City and..
Relevance: 29.383108
  • www.nicholasabbott.com
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Nicholas Abbott is a multi-family office for a group of ultra high net worth individuals...
Relevance: 29.230534
  • www.instituteforprivateinvestors.com
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The Institute for Private Investors is a private membership organization offering non-commercial investor education, in-person networking and an online community to over 1000 ultra-high-net-worth investors from over 30 countries and 41 U.S states.....
Relevance: 29.163452
  • www.pptconsultancy.co.uk
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PPTC is a wealth management business specialising in clients with high net worth and ultra-high net worth... PPTC's expertise means we offer a higher level of investment management, which goes beyond the standard approach to managed funds that many..
Relevance: 29.154385