Scotia Wealth Management
Scotia Wealth Management is the wealth management division of Scotiabank, one of Canada's largest financial institutions. It offers a comprehensive, team-based approach to wealth management, addressing various aspects of clients' lives, including family, business, and future planning.
The company provides a range of tailored solutions for high-net-worth individuals and families....
Saint Joseph International
Saint Joseph International, also known as the Saint Joseph Group, is a diverse organization based in Miami, Florida, with operations in the United States, Brazil, and Uruguay. It serves as a multifamily office and investment platform, bringing together a consortium of companies that operate across various sectors.
The group offers...
Sage Settlement Consulting
Sage Settlement Consulting is a leading provider of settlement planning services, primarily serving the legal sector. Based in Austin, Texas, the company boasts the largest settlement planning team in the industry. It was formed through the merger of Millennium Settlement Consulting and The Settlement Alliance, combining extensive expertise and innovative...
Sage Rutty Co Inc
For over 100 years, we've helped Rochester families create and preserve wealth for generations. As the oldest, locally-owned financial services firm in the Rochester area, we have consistently delivered on our commitment to invest and manage our clients' money as if it were our own. Today, we have a time-honored...
Regent Financial Services Inc
Financial planning with a human touch.
Regent Financial Services, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, earning our reputation for excellence in the industry. For each of our clients, we strive to help...
Raymond James Ltd
Raymond James Ltd. is a leading financial services firm in Canada and the Canadian subsidiary of Raymond James Financial, Inc. Established in 2001 through a merger, it has become the largest independent investment dealer in Canada, particularly after acquiring 3Macs in 2016. The company has a rich history, with roots...
Queensborough National Bank and Trust Co
Queensborough National Bank and Trust Co. is a community bank founded in 1902 in Louisville, Georgia. Originally named the First National Bank of Louisville, it adopted its current name in 2006 to honor its historical roots in the Queensborough Township area. The bank is led by President & CEO William...
KB Family Office
K&B Family Office is an independent multi-family office based in Panama, focusing on wealth management and advisory services for clients in Latin America and international families. Established in 2004, the firm partners with high-net-worth individuals and families to help them preserve and grow their generational wealth.
The firm offers a...
JTC KENSINGTON
JTC Kensington is a financial services provider based in Singapore, specializing in trust, fiduciary, and corporate administration solutions. It operates as an alliance between Kensington Trust Group and JTC Group, catering to high-net-worth individuals, families, and institutions with cross-border wealth structuring and compliance needs.
The company offers a range of...
JIA Asia Asset Management Pte Ltd
JIA (a.k.a 家) is a licensed external asset manager (CMS 1*06*9*-1) and a growing multi-family office based in Singapore.
JIA provides bespoke WM solutions to clients within Asia Pacific and are constantly searching for new sources of value to deploy capital.
Intrustment Northwest
A Washington State and Oregon Out-of-State Chartered Trust Company
The Intrustment Northwest team is made up of professionals who have significant backgrounds in financial and human services. Collectively, their experience encompasses all areas of financial management and person-centered planning. The Intrustment Northwest team's management philosophy ensures a consultative approach to...
IconTrust LLC
IconTrust is a best-in-class Nevada trust company providing flat fee trust administration services to clients across the United States.
Holdun
Holdun is a family office with a rich history dating back to Sir Herbert Samuel Holt, an industrialist who moved from Ireland to Canada in 1873. The company is headquartered in the Bahamas and operates in four countries, focusing on managing wealth across generations. Brendan Holt Dunn serves as the...
Harbour Trust Company
From our beginning in 1997, Harbour Trust & Investment Management Company has stood as a symbol of trust and experience. Like a beacon of light emanating from a lighthouse directing ships to safety, Harbour Trust has guided its clients through difficult financial markets with an experienced and dedicated staff. Our...
Global Bank
Global Bank Corporation is a Panamanian bank that started operations in June 1994. It operates under a general banking license from the Superintendency of Banks of Panama and is a wholly-owned subsidiary of G.B. Group Corporation. The bank's headquarters is located in the Santa Maria Business District at the Global...
Finsbury Trust
Finsbury Trust is the leading independent trust, corporate and fund services provider in Gibraltar. We are licensed by the Financial Services Commission to provide company formation and management services, professional trusteeships as well as fund administration services.
With over 35 years of a leadership position in the market, Finsbury Trust...
Federated Bank
Meeting the Banking Needs of Our Customers Since 1918.
Over that time period, some of the largest names in the financial industry have closed their doors. Yet Federated Bank has remained a viable community partner where families and business owners could find safe, secure credit and reliable banking services.
Proven...
Faubourg Private Wealth
Advice Matters, Family Matters
New Orleans is our community. We are local advisors who have your best personal and financial interests in mind. We leverage world-class investment research and resources to give you and your family unbiased, unparalleled financial advice and services that meet your unique needs.
Why Faubourg Private...
FM Trust
F&M Trust is an independent community bank located in South Central Pennsylvania, with a history dating back to 1906. As a subsidiary of Franklin Financial Services Corporation, the bank focuses on meeting customer needs through innovative banking technologies.
The bank offers a variety of financial services for both personal and...
Fiduciary Trust Company
Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. We also provide a range of services to professional financial advisors and single-family offices. Our capabilities include customized wealth planning, investment management, trustee and estate...