RMB Capital
Curi RMB Capital is a registered investment advisory firm formed from the merger of Curi Capital and RMB Capital in early 2024. With over $13.85 billion in assets under advisement by the end of 2024, the firm focuses on providing comprehensive financial solutions to individuals, families, institutions, and employers.
The...
Riverplace Capital Management
Riverplace Capital is an award-winning wealth management and family office services firm based in Jacksonville that has built our reputation on providing honest and effective wealth management strategies for our clients. Our wealth managers and advisers work with individuals, families and businesses to develop comprehensive financial plans tailored to your...
Right Horizons Financial Services Pvt Ltd
Right Horizons Wealth is a fee-based wealth advisory firm based in Bengaluru, Karnataka, with over 20 years of experience in financial planning. The company focuses on building strong relationships with clients, prioritizing their needs and objectives. Right Horizons offers a range of services, including financial planning, wealth management, family office...
Quadrant Private Wealth
Quadrant Private Wealth was established in 2005 and carries on business in Alberta, BC, Manitoba, Ontario and Saskatchewan. Its head office is located in Winnipeg, Manitoba. Quadrant Private Wealth is an independently owned discretionary portfolio management firm focusing on managing wealth for individuals, families, and institutions. Quadrant Private Wealth provides...
Providentia Wealth
At Providentia Wealth, we specialize in delivering wealth planning and investment solutions for global clients and their families, and remain dedicated to supporting our clients' journey of wealth creation, preservation and succession for generations to come.
Through our two arms, Providentia Wealth Management Ltd and Providentia Wealth Advisory Ltd, we...
KENDRIS Ltd
KENDRIS Ltd is an international advisory and fiduciary services firm based in Zurich, Switzerland. Established in 2005 through a management buyout from KPMG Switzerland, the company has roots dating back to 1910. KENDRIS operates globally with subsidiaries in Cyprus, the UK, Luxembourg, the UAE, Singapore, and the USA, employing around...
Keel Point
Keel Point is an independent wealth management and family office advisory firm based in Washington, D.C. The company specializes in serving high-net-worth individuals, multi-generational families, and institutional clients. Keel Point focuses on providing strategy-based, individualized solutions to help clients manage their financial responsibilities and achieve long-term goals.
The firm offers...
Keebeck Wealth Management
Keebeck Wealth Management is a boutique independent registered investment advisory firm based in Chicago, Illinois. The firm manages $1.6 billion in assets for 111 clients, focusing on high-net-worth individuals and institutions across several states, including Arizona, Florida, and Texas. Led by CEO Bruce K. Lee, Keebeck emphasizes strategic partnerships and...
Jupiter Wealth Advisors Limited
Jupiter Wealth Advisors Limited is an independent wealth management firm based in the Dubai International Financial Centre (DIFC). Regulated by the Dubai Financial Services Authority (DFSA), the firm focuses on creating tailored financial strategies for its clients. Established in September 2022, it combines a boutique approach with institutional-grade resources and...
IQEQ
IQ-EQ is a global investor services provider specializing in fund administration, corporate services, and private wealth solutions. Founded in 1896 in Luxembourg, the company has a rich history and operates in 25 jurisdictions worldwide, employing over 5,800 people. Formerly known as SGG Group, IQ-EQ has expanded through strategic acquisitions, enhancing...
Innovest Portfolio Solutions
Innovest Portfolio Solutions is a registered investment advisor that specializes in independent investment consulting and wealth advisory services. Founded in 1996 by Richard Todd and Wendy Dominguez, the company is dedicated to serving clients as a fiduciary, focusing on their best interests without the conflicts of interest often found in...
Homrich Berg
Homrich Berg (HB) is an independent wealth management firm based in Atlanta, Georgia, founded in 1989 by Andy Berg and David Homrich. As a fee-only fiduciary, the firm specializes in providing comprehensive financial services to high-net-worth individuals, families, and nonprofit organizations. With over $18 billion in assets under management, HB...
Highland Private Wealth Management
Highland Private Wealth Management is a boutique financial advisory firm based in Bellevue, Washington, established in 1999. The firm specializes in comprehensive financial life management services for high net worth individuals and families, including executives, professionals, business owners, and wealth beneficiaries. Operating under a fee-based model, Highland ensures transparency and...
Highgate Group Inc
We will help to establish the mechanism that ensures the efficient transfer of your responsibility from one generation to the next. We do this by addressing both the financial and human elements of your wealth.
We are dedicated to providing the best-in-class solutions and advice to you and your family....
HFI
HFI is a registered investment fund manager, portfolio manager, and exempt market dealer headquartered in Vancouver, Canada. We are a platform for private wealth advisors and investment counsels to build and grow their practice. We also enable fund managers to create alternative funds or traditional equity funds and distribute to...
Helvetic Trust
Helvetic Trust AG is an independent, owner-managed company based in Zurich, Switzerland, with additional offices in Bern, Lausanne, and a representative office in London. Founded in 2001 by Kaspar Grob, the company focuses on wealth management, family office services, asset management, and private equity. Its share capital is fully held...
Greycourt Co Inc
Greycourt is an independent advisory firm comprised of a team of investors who simplify complex situations for our clients. Family wealth is our specialty, and we understand the importance of integrating investment strategies with tax and estate planning structures. We are investors first, and our diverse investment experience across our...
GFG Capital LLC
GFG Capital, LLC is a Miami-based multi-family office founded in 2003 by brothers Mauricio and Eduardo Gruener. The firm specializes in wealth management and investment services, focusing on a client-centric approach that tailors strategies to meet individual family goals. With a team of over 11 professionals, GFG Capital manages client...
Full Sail Capital
Full Sail Capital, LLC is an SEC-registered investment advisory firm based in Oklahoma City, Oklahoma. Founded in 2018 by David Stanley, Scott Cravens, and Zac Reynolds, the firm specializes in wealth management and financial planning services. It has experienced significant growth, reaching $2 billion in assets under management (AUM) by...
Foresight Family Office
Foresight Family Office is an independent multi-family office based in Bangalore, India. It specializes in wealth management and legacy planning for high-net-worth families. Founded in 2017 and led by CEO Kishore Raj, the firm focuses on integrity and client-centric strategies, supported by a team of professionals with expertise in the...