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Family Offices List

FAMILY OFFICES

We have compiled together a list of over 350 of Multi and Single Family Offices all across the United States.  Just Click on any of the Family Offices in the states below and you will be taken to their website for contacts and more information.

 

 

 ALABAMA FAMILY OFFICES

  1. ARLINGTON CAPITAL ADVISORS       Birmingham, AL

  2. KEEL POINT HORIZON       Huntsville, AL

  3. MACHEN MCCHESNEY CPAS & BUSINESS ADVISORS       Montgomery, AL

  4. MCKINNEY CAPITAL       Birmingham, AL

  5. TIMBERLINE VENTURE CAPITAL INVESTMENTS       Birmingham, AL

  6. WARREN AVERETT CPAS & ADVISORS       Birmingham, AL

  7. WILKINS MILLER WEALTH MANAGEMENT LLC       Mobile, AL

ALASKA FAMILY OFFICES

  1. LATASH INVESTMENTS LLC       Anchorage, AK

ARIZONA FAMILY OFFICES

  1. ATHLETE WEALTH MANAGEMENT       Scottsdale, AZ  &  Pasadena, CA

  2. HERITAGE FAMILY OFFICES LLP       Phoenix, AZ

  3. MERISTEM FAMILY WEALTH LLC       Scottsdale, AZ &  Naples, FL &  Minnetonka, MN

  4. PIVOTAL GROUP INC       Phoenix, AZ

  5. SILVERHAWK PRIVATE WEALTH       Scottsdale, AZ

  6. TFO PHOENIX       Phoenix, AZ

  7. THE DAY FAMILY OFFICE       Phoenix, AZ

  8. TILTON & CO. CPA’S P.C.       Tempe, AZ

ARKANSAS FAMILY OFFICES

  1. DOZIER CAPITAL PARTNERS       Rogers, AR

  2. GADBERRY FINANCIAL GROUP       Little Rock, AR

  3. GARRISON FINANCIAL       Fayetteville, AR

  4. LEGACY CAPITAL GROUP       Little Rock, AR

  5. MILLENNIUM CAPITAL ADVISORS LLC       Little Rock, AR

CALIFORNIA FAMILY OFFICES

  1. 5T WEALTH MANAGEMENT       Napa, CA

  2. ASCENT PRIVATE CAPITAL MANAGEMENT (US BANK)       San Francisco, CA & La Jolla, CA

  3. ASPIRIANT LLC       San Francisco, CA

  4. AYCO FAMILY OFFICE       San Francisco, CA

  5. CAMDEN CAPITAL       Los Angeles, CA

  6. CHRONICLE FAMILY OFFICES       Santa Barbara, CA

  7. CORNERSTONE FAMILY OFFICE INC       Carlsbad, CA

  8. GENSPRING FAMILY OFFICES LLC       Costa Mesa, CA & Los Angeles, CA & San Francisco, CA

  9. HOROWITZ GROUP       Laguna Niguel, CA

  10. ICONIQ CAPITAL       San Francisco, CA

  11. JEFFER MANGELS BUTLER & MITCHELL LLP       Irvine, CA & Los Angeles, CA & San Francisco, CA

  12. KEIRETSU CAPITAL LLC       

  13. LAKESIDE VIRTUAL FAMILY OFFICE LLC       Tuluca Lake, CA

  14. LEGACY ROAD FAMILY OFFICES       Beverly Hills, CA

  15. MAKENA CAPITAL MANAGEMENT LLC       Menlo Park, CA

  16. MANCHESTER CAPITAL MANAGEMENT LLC       Montecito, CA

  17. MEYERS FAMILY ENTERPRISES       Napa, CA

  18. NOLAN CAPITAL INC       Hermosa Beach, CA

  19. ONE CAPITAL MANAGEMENT LLC       Westlake Village, CA

  20. PATHSTONE FEDERAL STREET       Los Angeles, CA

  21. PENINSULA FAMILY OFFICE       Menlo Park, CA

  22. PIMCO       Newport Beach, CA

  23. PREMIER FAMILY OFFICE       Santa Monica, CA

  24. PRESIDIUM PARTNERS LLC       San Ramon, CA

  25. SIELER LLP       Redwood City, CA & San Francisco, CA

  26. SIG EQUITY PARTNERS       Los Angeles, CA

  27. TARBOX FAMILY OFFICE INC       Newport Beach, CA 

  28. THE CAPROCK GROUP INC       Newport Beach, CA & San Jose, CA

  29. TRUE CAPITAL MANAGEMENT LLC       San Francisco, CA

  30. VULCAN CAPITAL       Palo Alto, CA

  31. WHITTIER TRUST INVESTMENT & WEALTH MANAGEMENT       South Pasadena, CA

COLORADO FAMILY OFFICES

  1. BSW WEALTH PARTNERS LLC       Boulder & Denver, CO

  2. CHASEFIELD CAPITAL INC       Denver, CO

  3. CHERRY CREEK FAMILY OFFICES LLC       Denver, CO

  4. CEDRUS INC       Littleton, CO

  5. CRESTONE CAPITAL LLC       Boulder, CO

  6. IWP WEALTH MANAGEMENT LLC       Denver, CO

  7. JFG WEALTH MANAGEMENT LLC       Denver, CO

  8. VIGEO INVESTMENTS LLC       Denver, CO

CONNECTICUT FAMILY OFFICES

  1. CASTLEKEEP INVESTMENT ADVISOR LLC       Westport, CT

  2. COOK PINE CAPITAL LLC      Greenwich, CT

  3. EVERWATCH FINANCIAL INC       Greenwich, CT & Providence,  RI

  4. FAMILY OFFICE ASSOCIATION       Greenwich, CT

  5. GENSPRING FAMILY OFFICES LLC       Greenwich, CT

  6. KIDD & COMPANY LLC       Old Greenwich, CT

  7. WINCHESTER CAPITAL PARTNERS LLC      New Haven, CT

DELAWARE FAMILY OFFICES

  1. LAU ASSOCIATES LLC       Greenville, DE & Wilmington, DE

  2. WILMINGTON TRUST       Wilmington, DE

FLORIDA FAMILY OFFICES

  1. AMGLOBAL FAMILY INVESTMENT OFFICE       West Palm Beach, FL

  2. BARCLAY BRELAND FAMILY OFFICE       Palm Beach Gardens, FL

  3. DKE FAMILY OFFICE       Venice, FL

  4. FAUTORES FAMILY OFFICES       Altamonte Springs, FL

  5. FIFTH AVENUE ADVISORS       Naples, FL

  6. FORTUNE PARTNERS GROUP LLC       Miami, FL

  7. GENSPRING FAMILY OFFICES LLC       Miami, FL & Orlando, FL & Palm Beach, FL & Sarasota, FL & Tampa Bay, FL

  8. HUTCHINSON FAMILY OFFICES       Daytona Beach, FL & Palm Beach, FL & Winter Park, FL

  9. INTRACOASTAL FAMILY OFFICE LLC      West Palm Beach, FL

  10. LEGACY FAMILY OFFICE LLC       Estero, FL

  11. LIVE OAK FAMILY OFFICES LLC       Jacksonville, FL

  12. OMNIA FAMILY WEALTH       Aventura, FL

  13. PROVIDENCE FAMILY OFFICES       Naples, FL & Tampa, FL

  14. RIVERGLADES FAMILY OFFICES LLC       Naples, FL

  15. SOCIUS FAMILY OFFICE       Fort Lauderdale, FL

  16. WE FAMILY OFFICES       Miami, FL

GEORGIA FAMILY OFFICES

  1. CRESCENT WEALTH ADVISORY LLC       Atlanta, GA

  2. GENSPRINGS FAMILY OFFICES LLC       Atlanta, GA

  3. GLENEAGLES GROUP       Atlanta, GA

  4. HOMRICH BERG FAMILY OFFICE       Atlanta, GA & Suwanee, GA

  5. INFINITY CAPITAL PARTNERS LLC       Atlanta, GA

  6. LETSON INVESTMENT MANAGEMENT INC       Atlanta, GA

  7. NICHOLAS HOFFMAN & CO       Atlanta, GA

  8. PATHSTONE FEDERAL STREET       Atlanta, GA

  9. PEACHCAP INC       Atlanta, GA

  10. PREMIS ADVISORS LLC       Atlanta, GA

  11. RONALD BLUE & CO.       Atlanta, GA

  12. SMITH & HOWARD       Atlanta, GA

  13. THE ARTHUR M. BLANK FAMILY FOUNDATION       Atlanta, GA

  14. TIDEWATER WEALTH ADVISORS LLC       Savannah, GA

  15. WARREN AVERETT ASSET MANAGEMENT       Atlanta, GA

HAWAII FAMILY OFFICES

  1. LAULIMA FAMILY OFFICES       Honolulu, HI

  2. LUGEN FAMILY OFFICE       Kelowna, HI

IDAHO FAMILY OFFICES

  1. BUFFINGTON MOHR MCNEAL       Boise, ID

  2. THE CAPROCK GROUP      Boise, ID 

ILLINOIS FAMILY OFFICES

  1. ADVISORY PARTNERS LLC       Chicago, IL

  2. ARMORY CAPITAL LLC       Champaign, IL

  3. ASTRAEUS ADVISERS LLC       Park Ridge, IL

  4. HULL INVESTMENTS LLC       Chicago, IL

  5. LIBERTA FAMILY OFFICE SERVICES       Chicago, IL

  6. NAJARIAN FAMILY OFFICE LLC       Chicago, IL

  7. NEAL GERBER EISENBERG LLP       Chicago, IL

  8. OAK FAMILY ADVISORS LLC       Chicago, IL

  9. PROMUS CAPITAL LLC       Chicago, IL

  10. SCHWARTZ CAPITAL GROUP       Chicago, IL

  11. WHITNELL & CO       Oak Brook, IL

  12. WINDROCK WEALTH MANAGEMENT LLC       Naperville, IL & Tucson, AZ

INDIANA FAMILY OFFICES

  1. FALCON LEGACY LLC       Indianapolis, IN

  2. INDIE ASSET PARTNERS LLC       Indianapolis, IN

  3. LACY DIVERSIFIED INDUSTRIES LTD       Indianapolis, IN

  4. OXFORD FINANCIAL GROUP LTD       Indianapolis, IN

  5. PATOKA CAPITAL LLC       New Albany, IN & Louisville, KY 

  6. SIMONS FAMILY OFFICE       Indianapolis, IN

  7. SPECTRUM MANAGEMENT GROUP INC       Indianapolis, IN

  8. THE FI3 FAMILY OFFICE       Indianapolis, IN

  9. WEALTH STRATEGIES INC       Muncie, IN

IOWA FAMILY OFFICES

  1. GENERATIONS WEALTH MANAGEMENT       West Des Moines, IA

  2. HJN ADVISORS LLP       Des Moines, IA

  3. LEGACY BRIDGE PRIVATE FAMILY OFFICES       West Des Moines, IA

  4. SILVERSTONE GROUP       Council Bluffs, IA

  5. VALIANT WEALTH LLC       West Des Moines, IA

KANSAS FAMILY OFFICES

  1. FERRELL CAPITAL INC       Leawood, KS

  2. MIDWEST TRUST       Overland Park, KS

  3. SUNRISE ADVISORS       Leawood, KS

KENTUCKY FAMILY OFFICES

  1. ATLAS BROWN FAMILY WEALTH MANAGEMENT       Louisville, KY

  2. JONES, NALE & MATTINGLY PLC       Louisville, KY

LOUISIANA FAMILY OFFICES

  1. ARGENT FINANCIAL GROUP       Ruston, LA

  2. CALLAIS CAPITAL MANAGEMENT LLC       Thibodaux, LA

MAINE FAMILY OFFICES

  1. ATLANTIC TRUST       Portland, ME

  2. BLACK POINT CAPITAL MANAGEMENT       Portland, ME

  3. STARBOARD ADVISORS LLC       Portland, ME

MARYLAND FAMILY OFFICES

  1. ANSACO LLC       Bethesda, MD

  2. BATOFF ASSOCIATES       Baltimore, MD

  3. EAGLESTONE TAX & WEALTH ADVISORS       Rockville, MD

  4. MARYLAND CAPITAL ADVISORS       Chester, MD

  5. VERDENCE CAPITAL ADVISORS       Hunt Valley, MD

MASSACHUSETTS FAMILY OFFICES

  1. ANTAEUS WEALTH ADVISORS       Boxborough, MA

  2. BALLENTINE PARTNERS       Wolfeboro, MA

  3. BANYAN GLOBAL INC       Boston, MA

  4. BEAMONTE INVESTMENTS       Boston, MA

  5. BLUE HAVEN INTIATIVE LLC       Boston, MA

  6. BLUMSHAPIRO       Boston, MA

  7. BOSTON FAMILY OFFICE LLC       Boston, MA

  8. DAINTREE ADVISORS LLC       Boston, MA

  9. JDJ FAMILY OFFICE SERVICE       Boston, MA

  10. MCCULLEN CAPITAL LLC       Boston, MA

  11. OSBON CAPITAL MANAGEMENT LLC       Boston, MA

  12. PAUL MCCOY FAMILY OFFICES LLP       Boston, MA

  13. STREAMLINE FAMILY OFFICES INC       Dover, MA

  14. TRILLIUM ASSET MANAGEMENT LLC       Boston, MA & San Francisco, CA & Portland, OR

  15. TWIN FOCUS CAPITAL PARTNERS LLC       Boston, MA

MICHIGAN FAMILY OFFICES

  1. 42 NORTH PARTNERS       Grand Rapids, MI

  2. FOUNDATIONS ENDOWMENTS FAMILY OFFICES       West Michigan, MI

  3. GREY DUNES        Grand Rapids, MI

  4. HANTZ GROUP       Ann Arbor, MI

  5. MFO MANAGEMENT COMPANY       Flint, MI & Birmingham, MI

  6. NAVIGANT OAK LLC       Northville, MI

  7. NORTHERN TRUST       Grand Rapids, MI

  8. PENNELL CPA       Grand Rapids, MI

  9. PINNACLE WEALTH MANAGEMENT INC       Plymouth, MI

  10. R.H. BLUESTEIN & CO       Birmingham, MI

  11. REHMANN FINANCIAL       Lansing, MI

  12. VINEYARD CAPITAL GROUP LLC       Franklin, MI

MINNESOTA FAMILY OFFICES

  1. CHERRY TREE WEALTH MANAGEMENT LLC      Minnetonka, MN

  2. DISCIPLINE ADVISORS INC       Mankota, MN

  3. HUNTER TRUST LLC       Minneapolis, MN

  4. JNBA FINANCIAL ADVISORS INC       Duluth, MN & Minneapolis, MN

  5. LAKE HARRIET CAPITAL       Minneapolis, MN

  6. MERISTEM FAMILY WEALTH       Minnetonka, MN &  Scottsdale, AZ  & Naples, FL

  7. OKABENA COMPANY & OKABENA INVESTMENT SERVICES INC      Minneapolis,MN

  8. RBC WEALTH MANAGEMENT      Wayzata, MN       

  9. SAWMILL PRIVATE MANAGEMENT       Minneapolis, MN

  10. VISTA FAMILY OFFICE       Eagan, MN

  11. WALRUS PARTNERS LLC       Golden Valley, MN

  12. WAYPOINT CAPITAL ADVISORS LLC       Minneapolis, MN & Henderson, NV

  13. WHITE OAKS WEALTH ADVISORS INC       Minneapolis, MN

MISSISSIPPI FAMILY OFFICES

  1. ADDICUS LLC       Oxford, MS

  2. ARGENT FINANCIAL GROUP INC       Oxford, MS

  3. CITIZENS NATIONAL BANK       Meridian, MS

MISSOURI FAMILY OFFICES

  1. BURDS & KUNTZ P.C.       St. Louis, MO

  2. COMMERCE FAMILY OFFICE       St. Louis, MO   &  Kansas City, MO

  3. MATTER FAMILY OFFICE       St. Louis, MO

  4. MIDWEST TRUST OF MISSOURI       Kansas City, MO

  5. MOSAIC FAMILY WEALTH LLC       St. Louis, MO & Greenwood Village, CO

  6. RUSH PENN LLC       St.Louis, MO

  7. THE ST. LOUIS TRUST COMPANY       St. Louis, MO

MONTANA FAMILY OFFICES

  1. DEFFINBAUGH FINANCIAL SERVICES INC       Great Falls, MT

  2. LOVELESS WEALTH MANAGEMENT LLC       Billings, MT

  3. WHITE WEALTH MANAGMENT       Bozeman, MT

NEBRASKA FAMILY OFFICES

  1. PANORAMA POINT PARTNERS       Omaha, NE

  2. PROVIDENT TRUST COMPANY       Omaha, NE

  3. SILVERSTONE GROUP INC       Omaha, NE & Council Bluff, IA & Sioux Falls, SD

  4. TREETOP VENTURES LLC       Omaha, NE

NEVADA FAMILY OFFICES

  1. ELYSIEN PRIVATE WEALTH       Henderson, NV

  2. IWC FAMILY OFFICES       Reno, NV

  3. KINGSBRIDGE PWM PARTNERS FUND LP       Las Vegas, NV

  4. SENTINEL ROCK WEALTH MANAGEMENT LLC       Las Vegas, NV

  5. WHITTIER TRUST COMPANY OF NEVADA INC       Reno, NV

NEW HAMPSHIRE FAMILY OFFICES

  1. BALLENTINE PARTNERS       Wolfboro, NH

  2. CHARTER TRUST COMPANY       Concord, NH

  3. HARVEST CAPITAL MANAGEMENT INC       Concord, NH

  4. HEMENWAY TRUST COMPANY LLC       Salem, NH

  5. J. BRADFORD INVESTMENT MANAGEMENT       Nashua, NH

  6. PERSPECTA TRUST LLC       Hampton, NH

NEW JERSEY FAMILY OFFICES

  1. BITMORE CAPITAL ADVISORS LLC       Princeton, NJ

  2. BRAVE ASSET MANAGEMENT INC      Summit, NJ & Tiverton, RI

  3. BROADRIDGE FINANCIAL SOLUTIONS INC       Marlton. NJ

  4. COPPER BEACH       Moorestown, NJ

  5. DAY PITNEY LLP       Parsippany, NJ

  6. DESIMONE GROUP INVESTMENTS LLC       Cherry Hill, NJ

  7. DORFMAN MIZRACH & THALER LLP       Iselin, NJ & New York, NY

  8. FFO LLC       Nutley, NJ

  9. HEALEY DEVELOPMENT LLC       Morristown, NJ

  10. LASSUS WHERLEY       New Providence, NJ

  11. MASSEY QUICK SIMON & CO. LLC       Morristown, NJ & Chattanooga, TN & Los Angeles, CA & New York, NY

  12. ROUND TABLE WEALTH MANAGEMENT       Westfield, NJ

  13. TRADITION CAPITAL ASSET MANAGEMENT LLC       Summit, NJ

  14. UNTRACHT EARLY LLC       Florham Park, NJ

  15. WILKIN & GLUTTENPLAN P.C.       East Brunswick, NJ

NEW MEXICO FAMILY OFFICES

  1. EMPIRE TRUST INC       Albuquerque, NM

  2. HERITAGE TRUST       Albuquerque, NM & Sante Fe, NM & Taos, NM 

  3. WOMACK WEALTH MANAGEMENT INC       Albuquerque, NM & Beverly Hills, CA & Manhattan Beach, CA

NEW YORK FAMILY OFFICES

  1. ATLAS FAMILY OFFICE       New York, NY

  2. BBR PARTNERS       New York, NY

  3. BESSEMER TRUST COMPANY       New York, NY

  4. BNY MELLON WEALTH MANAGEMENT       New York, NY

  5. CENTRAL FAMILY ADVISORS       New York, NY

  6. CITI PRIVATE BANK       New York, NY

  7. CLARFELD FINANCIAL ADVISORS LLC       Tarrytown, NY

  8. COVEPOINT CAPITAL ADVISORS LLC       

  9. EMM  WEALTH      New York, NY 

  10. FAMILY MANAGEMENT CORPORATION       New York, NY

  11. FAMILY OFFICE ADVISORS LLC       New York, NY

  12. FFO LLC       New York, NY

  13. FIDUCIARY TRUST (FRANKLIN TEMPLETON INVESTMENTS)      New York, NY 

  14. FRIEDMAN KAPLAN SEILER & ADELMAN LLP       New York, NY

  15. GELLER FAMILY OFFICE SERVICE LLC       New York, NY

  16. GOLDMAN SACHS ASSET MANAGEMENT LP       New York, NY

  17. JMC FAMILY OFFICE       New York, NY

  18. J.P. MORGAN PRIVATE BANK       New York, NY

  19. LOPRESTI LAW GROUP PC       New York, NY

  20. MANCHESTER CAPITAL MANAGEMENT LLC       New York, NY

  21. MARCUM LLP       New York, NY

  22. MORGAN STANLEY PRIVATE WEALTH ADVISORS       New York, NY

  23. OPPENHEIMER & CO. INC       New York, NY

  24. PEPPER INTERNATIONAL LLC       New York, NY

  25. PRESTI & NAEGELE ACCOUNTING OFFICES       New York, NY

  26. PRICE WATERHOUSE COOPERS LLP       New York, NY

  27. PRIVOS CAPITAL       New York, NY

  28. ROCKEFELLER & CO. INC       New York, NY

  29. SIERRA CAPITAL LLC       New York, NY

  30. SILVERCREST ASSET MANAGEMENT GROUP LLC       New York, NY

  31. TAG ASSOCIATE LLC       New York, NY

  32. TANNENBAUM HELPERN SYRACUSE & HIRSCHTRITT LLP       New York, NY

  33. THE ABERNATHY GROUP II       New York, NY

  34. THE NEW YORK FAMILY OFFICE       New York, NY

  35. TIEDEMANN WEALTH MANAGEMENT       New York, NY

  36. UBS GLOBAL FAMILY OFFICE GROUP       New York, NY

  37. U.S. TRUST FAMILY OFFICE       New York, NY

  38. WITTER FAMILY OFFICES       New York, NY

NORTH CAROLINA FAMILY OFFICES

  1. ALTAVISTA WEALTH MANAGEMENT INC       Asheville, NC

  2. BILTMORE FAMILY OFFICE       Charlotte, NC

  3. BLAIR BOHLE & WHITSITT PLLC       Charlotte, NC

  4. BYRON FINANCIAL LLC       Charlotte, NC 

  5. COLONY FAMILY OFFICES       Chapel Hill, NC & Charlotte, NC

  6. ETON ADVISORS LP       Chapel Hill, NC

  7. FRANKLIN STREET PARTNERS       Chapel Hill, NC

  8. GENSPRINGS FAMILY OFFICES LLC       Charlotte, NC

  9. HAYDEN HARPER       Charlotte, NC

  10. HUTCHINSON FAMILY OFFICES       Greensboro, NC

  11. LONG FAMILY OFFICE       Wilmington, NC & Reedley, CA

  12. MCGREEVER LLC       Raleigh, NC

  13. TAFT FAMILY OFFICES       Greenville, NC

  14. WORTH ADVISORS       Charlotee, NC & Brentwood, TN & Southfield, MI

OHIO FAMILY OFFICES

  1. ANCORA ADVISORS LLC       Cleveland, OH

  2. BRATENAHL CAPITAL PARTNERS       Cleveland, OH

  3. CAPITAL ASSET MANAGEMENT       Columbus, OH

  4. CM WEALTH ADVISORS       Pepper Pike, OH

  5. CORNERSTONE FAMILY OFFICE LLC       Mayfield Heights, OH

  6. GRIES FINANCIAL LLC       Cincinnati, OH & Cleveland, OH

  7. HARTLAND & CO       Cleveland, OH

  8. PARLAN FINANCIAL GROUP       Toledo, OH

  9. SEQUOIA FINANCIAL ADVISORS LLC       Akron, OH

  10. ST. CLAIR ADVISORS LLC       Mayfield Heights, OH

OKLAHOMA FAMILY OFFICES

  1. COVENANT MULTIFAMILY OFFICES LLC       Oklahoma City, OK

  2. GUPTA FAMILY OFFICE       Oklahoma, City

  3. ROGERS AND BELL       Tulsa, OK

  4. SQUARE DEAL CAPITAL INC       Oklahoma City, OK

OREGON FAMILY OFFICES

  1. CAPITAL FAMILY OFFICE       Beaverton, OR

  2. GEFFEN MESHER       Portland, OR

  3. MERIWETHER FAMILY OFFICE       Portland, OR

  4. PORTLAND PRIVATE WEALTH MANAGEMENT INC       Portland, OR

  5. RAVENSVIEW CAPITAL MANAGEMENT LLC       Portland, OR

  6. VERGEPOINTE WEALTH MANAGEMENT LLC       Lake Oswego, OR

PENNSYLVANIA FAMILY OFFICES

  1. BALDWIN MANAGEMENT LLC       West Conshohocken, PA

  2. CORNERSTONE FAMILY OFFICE LLC       Bryn, Mawr, PA

  3. FERBERT & ASSOCIATES LLC       Pittsburg, PA

  4. FORTIS PARTNERS LLC       King of Prussia, PA

  5. HANDWERK MULT FAMILY OFFICE LLC       Lansdale, PA

  6. HWSC       Sewickley, PA

  7. KESTREL INVESTMENTS LLC       Philadelphia, PA

  8. LGL PARTNERS LLC       Conshohocken, PA

  9. MCGUIREWOODS LLP       Pittsburg, PA

  10. PITCAIRN       Philadelphia, PA

  11. SOCIUS FAMILY OFFICE       Wexford, PA

  12. THE PNC FINANCIAL SERVICES GROUP       Philadelphia, PA

  13. VERITABLE LP       Philadelphia, PA

  14. WALDRON PRIVATE WEALTH       Bridgeville, PA

RHODES ISLAND FAMILY OFFICES

  1. BLUMSHAPIRO       Cranston, RI

  2. DISANTO PRIEST & CO       Warwick, RI

  3. FOUNDERS FAMILY OFFICE       North Kingstown, RI

SOUTH CAROLINA FAMILY OFFICES

  1. MALLOY & COMPANY       Cheraw, SC & La Jolla, CA

  2. ROADSTEAD CAPITAL PARTNERS LLC       Charleston, SC

SOUTH DAKOTA FAMILY OFFICES

  1. BRIDGEFORD TRUST CO      Pierre, SD

  2. SAGEWORTH TRUST CO      Sioux Falls, SD & Lancaster, PA

TENNESSEE FAMILY OFFICES

  1. ARLINGTON FAMILY OFFICES.      Franklin, TN

  2. DOBBS MANAGEMENT SERVICE LLC       Memphis, TN

  3. GENSPRING FAMILY OFFICES LLC

  4. GREEN SQUARE CAPITAL LLC       Memphis, TN & Louisville, KY

  5. JONES WEALTH STRATEGIES       Nashville, TN

  6. KINGS POINT CAPITAL MANAGEMENT LLC       Brentwood, TN &  Great Neck, NY

  7. RAYMOND JAMES & ASSOCIATES INC            Memphis, TN

TEXAS FAMILY OFFICES

  1. CATHEXIS HOLDINGS LP       Houston, TX & Newtonville, MA

  2. GALAPAGOS PARTNERS LP       Houston, TX

  3. HALLWOOD       Dallas, TX

  4. JF2 CAPITAL PARTNERS      Dallas, TX 

  5. JACKSON WALKER LLP       Austin, Dallas, Fort Worth, Houston, San Angelo, San Antonio, & Texarkana, TX

  6. MERITAGE CAPITAL LLC       Austin, TX

  7. PATTERSON THOMA FAMILY OFFICE       Dallas, TX

  8. PENROSE LLC       Fort Worth, TX

  9. PHLOX CAPITAL MANAGEMENT LLC       Dallas, TX

  10. Q FAMILY OFFICE       Fort Worth, TX

  11. RAMEX INC       Houston, TX

  12. ROCKY POINT VENTURES LLC       Austin, TX

  13. TANGLEWOOD FAMILY OFFICE       Fredericksburg, TX

  14. TOLLESON WEALTH MANAGEMENT INC       Dallas, TX 

  15. WOODS FAMILY OFFICE       Houston, TX

UTAH FAMILY OFFICES

  1. ANDINA FAMILY OFFICES       Lehi, UT

  2. BONNEVILLE MULT-FAMILY OFFICE       Provo, UT

  3. CLARK CAPITAL PARTNERS       Provo, UT

  4. FAMILY WEALTH ADVISORS       Farmington, UT

  5. INTEGRATED FINANCIAL GROUP       Salt Lake City, UT      

VERMONT FAMILY OFFICES

  1. HUTNER CAPITAL MANAGEMENT INC       Manchester, VT

  2. MANCHESTER CAPITAL MANAGEMENT LLC       Manchester, VT

VIRGINIA FAMILY OFFICES

  1. ALPHA OMEGA WEALTH MANAGEMENT       Richmond, VA

  2. JOYCEPAYNE PARTNERS       Richmond, VA

  3. KEEL POINT HORIZON       Vienna, VA

  4. PITCAIRN       McLean, VA

WASHINGTON FAMILY OFFICES

  1. ANDERSON TAX LLC       Seattle, WA

  2. BRISTLECONE ADVISORS       Bellevue & Seattle, WA

  3. CLARK NUBER PS       Bellevue, WA

  4. EVERGREEN GAVEKAL       Bellevue, WA &  Portland, OR & San Francisco, CA & Napa CA

  5. HOBAN FAMILY OFFICE      Everett, WA

WEST VIRGINIA FAMILY OFFICES

  1. CAPITAL FIDUCIARY ADVISORS LLC       Shepherdstown, WV

  2. CUNNINGHAM POWELL ALEXANDER AC       Morgantown, WV      

  3. THE BRIGHT GROUP       Summersville, WV

WISCONSIN FAMILY OFFICES

  1. ENDOWMENT WEALTH MANAGEMENT INC       Appleton & Milwaukee, WI & Chicago, IL

  2. JACOBUS WEALTH MANAGEMENT       Milwaukee, WI

  3. MARSHALL STREET CAPITAL       Milwaukee, WI

  4. RMR ADVISORS LLC        Madison, WI

  5. VOGEL CONSULTING       Brookfield, WI

WYOMING FAMILY OFFICES

  1. FRONTIER ADMINISTRATIVE SERVICES LLC       Jackson, WY

  2. GALLATIN WEALTH MANAGEMENT LLC       Jackson, WY

  3. THE CERTIOR GROUP LLC       Wilson, WY

  4. WILLOW STREET GROUP       Jackson, WY

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