Bessemer Trust
Posted on January 25, 2023
Learn more about Bessemer Trust here… Read More
Partner Subscriber: Banks,
Goldman Sachs Philanthropy Fund
Posted on May 3, 2019
The Goldman Sachs Philanthropy Fund is a public charity established to encourage and promote philanthropy and charitable giving across the United States by receiving charitable contributions, by providing support and assistance to encourage charitable giving, and by making grants to other public charities and educational institutions… Read More
Morgan Stanley
Posted on March 17, 2019
Morgan Stanley believes capital can work to benefit all of society. Since their founding in 1935, they have consistently delivered first-class business in a first-class way. Underpinning all that they do are four core values: putting clients first, doing the right thing, leading with exceptional ideas, and giving back… Read More
MFO Management Company
Posted on March 17, 2019
MFO Management Company is a single family office with locations in Flint and Birmingham, Michigan. They provide clients with a proactive approach to tax and financial planning, identifying opportunities to increase cash flow and lower taxes. Services encompass nearly every aspect of your financial life. MFO is experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts,… Read More
Tolleson Wealth Management
Posted on March 17, 2019
Begun as a single-family office built to serve the needs of the Tolleson family, Tolleson Wealth Management became a comprehensive solution for other families. Tolleson starts by understanding your needs, goals and values. Their comprehensive resources and innate desire to serve allows them to give advice that is objective and focused on your best interests. They serve as your partner and… Read More
Bank of America Private Bank
Posted on March 17, 2019
We are committed to helping clients make their philanthropic endeavors more fulfilling and effective. Whether the goal is to establish or continue a tradition of giving, unite family around a common purpose or contribute personal experience in new ways, Bank of America Private Bank has the resources and experience to help. Drawing on our experience in philanthropy, we can help… Read More
Whittier Trust
Posted on March 17, 2019
Whittier Trust, the oldest and largest multi-family office headquartered in the west, provides customized wealth management services to ultra-high net worth clients. Its experienced Philanthropic Services executives offer philanthropic advisement and comprehensive management services for private foundations and donor-advised funds, with a special focus on family continuity, impactful giving and meaningful engagement of next gen family members… Read More
Glenmede
Posted on March 15, 2019
Glenmede was founded in 1956 with the expressed intent of managing the charitable assets of the Pew Family. Our differences reflect the investment experience gained through years of sophisticated Endowment style management, a culture of continuous improvement and a set of values and interests aligned with our clients… Read More
Tiedemann Advisors
Posted on February 15, 2019
Tiedemann Advisors was founded in 1999 by Carl Tiedemann with the goal of creating a wealth management solution that addresses the weaknesses in the services provided by traditional investment management firms and trust companies: namely, inferior investment performance, inflexible and inactive portfolio management and account administration, inherent conflicts in providing investment advice and insufficient client service… Read More
Family Office Exchange
Posted on February 15, 2019
The Family Office Exchange is the world’s largest peer-to-peer network for ultra-wealthy families and their family offices and the leading authority on matters related to legacy wealth management… Read More