Companies similar to WE FAMILY OFFICES
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  • www.wefamilyoffices.com
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WE Family Offices is an independent fiduciary firm serving ultra-high net worth families and family offices. Our approach comes from decades of working with families in many different capacities and enables us to share the buying power, network and..
Relevance: 27.446661
  • colonyfamilyoffices.com
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Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families of wealth... As a privately held independent firm, we are focused..
Relevance: 23.50538
  • www.peapackprivate.com
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Today, our wealth management division is the largest New Jersey-headquartered, bank-owned trust company in the state with over $10 billion of client assets under management and administration. We have over 100 team members in our Bedminster, NJ..
Relevance: 23.271759
  • www.crestbridgefiduciary.com
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Crestbridge Fiduciary is a joint venture that brings client families the benefit of two independent leading platforms: Crestbridge Family Office Services, and Willow Street, a Wyoming-based trust and fiduciary expert. Crestbridge Fiduciary enables..
Relevance: 21.415936
  • www.floridafss.com
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Florida Fiduciary Support Services LLC (FFSS) provides ultra-high-net-worth families with comprehensive implementation and ongoing administration of Family Trust Companies in Florida... We collaborate with family-office staff and existing advisors..
Relevance: 20.954811
  • www.adilifiduciary.com
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Adili Fiduciary Services (AFS) is an independent and agile corporate professional trustee providing trustee and fiduciary services to families... AFS is an independent and agile corporate professional trustee and provides trustee and fiduciary..
Relevance: 20.092133
  • www.conciergecap.com
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Concierge Capital Management is a comprehensive financial services firm with two offices in Florida: Jacksonville and Boca Raton... Proudly serving families, professionals, pre-retirees and retirees throughout Florida. CCM is committed to providing..
Relevance: 20.08761
  • www.64northwest.com
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64NW is an independent private investment office that consults exclusively to private individuals, trust companies, family offices, law firms and other organizations with fiduciary responsibilities. We believe our independent consulting model is a..
Relevance: 20.06326
  • www.stelmaco.com
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As a private office and administrative service provider, we offer a wide range of fiduciary and administration services to private clients and family offices worldwide... Through our Wealth Strategy, Administration and Citizenships programme, we..
Relevance: 20.003935
  • www.adjureglobal.com
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Adjure Global is an independent international financial services firm, with offices in London, Dubai and Switzerland, providing a diverse range of fiduciary, insurance and private and family office services to high net worth private individuals,..
Relevance: 19.991142
  • www.peapackprivate.com
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Peapack Private provides comprehensive personal and business banking solutions along with financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. We help..
Relevance: 19.946562
  • hkfiduciary.com
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Heine & Kim Fiduciary Partners is a partnership of highly skilled asset management specialists focused on providing independent fund director and fiduciary services to investment funds, asset managers and financial institutions... Currently, we are..
Relevance: 19.738304
  • www.cisatrust.com
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Since its inception in Geneva, Switzerland, in 1972, CISA Trust has remained under the leadership of its founding family, devoted to delivering high quality fiduciary services to affluent families. Over time, we have broadened our reach across..
Relevance: 19.660908
  • www.northwaywealth.com
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NORTHWAY WEALTH is an independent, objective, expert provider of fiduciary-related advice and assistance to individuals, families, private foundations and other entities (e.g., family offices, banks, trust companies, investment advisors, consulting..
Relevance: 19.581484
  • evergreengavekal.com
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Established in 1983, Evergreen Gavekal is an independent registered investment advisor (RIA*). We serve high net-worth individuals, families and endowments, providing expert guidance and personalized wealth management plans for an empowered financial..
Relevance: 19.221344
  • carlsonfiduciary.com
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Carlson Fiduciary is a fiduciary services firm located in San Diego, California. We started our firm in 2001 to do trustee work for large network families. We are a professional advisory firm that provides personalized financial advice to high-net-..
Relevance: 19.096474
  • hjfiduciary.com
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H&J Fiduciary Services provides professional fiduciary and estate management services to individuals and families...
Relevance: 19.0582
  • www.blackgemadvisors.com
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BLACKGEM ADVISORS is founded on the principals of being a trusted fiduciary. BLACKGEM ADVISORS serves families, non profits, and businesses in their pursuit to remain resilient and sustainable while achieving long term financial goals... Fee Only...
Relevance: 19.055067
  • www.harbourfiduciary.com
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Harbour Group is an independent multi-family office whose mission is to provide exemplary fiduciary services to a select group of families and their businesses... The Gibbons Family is one of Bermuda's oldest, having arrived in the first decade..
Relevance: 19.036186
  • www.familyfiduciary.net
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At Family Fiduciary, we are a team of dedicated professionals committed to safeguarding your family's wealth and managing your investment needs. In effect, we create a family office, working closely with you and your family to achieve your financial..
Relevance: 18.957031
  • www.cl-law.com
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Founded in 1909, Cummings & Lockwood provides sophisticated legal counsel to individuals, families, family offices, closely held businesses, charitable entities and other commercial enterprises in the areas of trusts and estates, corporate and..
Relevance: 18.834736
  • evarexus.com
Acting as your outsourced COO / CTO, we are your advocate when working with your other service providers. Similar to the wealth management space, we uphold a "fiduciary" duty to our clients when defining strategy or managing vendors... We have long..
Relevance: 18.812544
  • www.nalelaw.com
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The Elder Law Offices of John and Mark Nale is a law firm run by family, committed to helping families. For over 20 years, we have dedicated ourselves to serving the legal needs of seniors in Maine... We represent older persons, disabled persons,..
Relevance: 18.795862
  • www.trusteetwentyfourseven.com
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Saratoga Fiduciary Services LLC is a revolutionary provider of experienced, independent, cost-effective, insured and personalized trust services, founded on the premise that families and individuals seeking trust services should not be subjected to..
Relevance: 18.54542
  • www.financial-management.com
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FINANCIAL RESOURCES MANAGEMENT CORPORATION is a fee-only investment advisory firm with offices in Key West, Naples and Boston. Our firm specializes in providing financial advice to women, their families and their businesses (while we market to women,..
Relevance: 18.420807
  • www.madayfiduciary.com
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At Maday Fiduciary, we coordinate care for incapacitated adults while providing a range of fiduciary services in the Minnesota Twin Cities area... Maday Fiduciary provides reliable, professional fiduciary services for families needing a conservator,..
Relevance: 18.398685
  • www.consolidatedstl.com
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financial products and services to individuals, Family Offices, Independent Registered Representatives, and Independent Registered Investment Advisors who make their own investment decisions... Consolidated Wealth Management serves as your conflict-..
Relevance: 18.37698
  • paradigm.ky
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Paradigm Governance Partners Limited is a licensed fiduciary services company based in the Cayman Islands. Paradigm was established by Cayman-based senior professionals who came together to build a fiduciary services company with a client and..
Relevance: 18.352253
  • www.hbmkerdos.ch
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We offer independent, professional and reliable advice to our clients, be they private individuals and families, businesses or family offices. Our core competences include services in the areas of fiduciary, trust, foundations and family office. We..
Relevance: 18.28947
  • www.kendris.com
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KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients... Continuity within KENDRIS and in all our external relationships is important to us. Our commitment to..
Relevance: 18.14993