Expert Sourcing Category Summary

National and Regional Representation

A community of carefully selected multi-disciplined organizations coordinated with FWH Chapters, wealthy families and their advisors.

 • Financial Services Innovation

Institute of Innovation Development

 • U.S./International Trust Services

Alliance Trust Company

 • Lifestyle Services

Skyjet

Fly Victor

Burgess Yachts

One Concierge

 • Family Office Services

Alliance Trust Company

 • Technology

Westech

 • Taxation/Accounting

Varies by location and needs

 • Mergers & Acquisitions

Varies by location and needs

 • Risk Management

Captive Alternatives, LLC

 • Private Banking

TriState Capital

 • Asset Protection

Alliance Trust Company

 • Private Health Care

Varies By Needs

 • Family Governance/Communication

Varies by location and needs

 

 

• Philanthropic Planning

Charitable Capital Design Center, LLC

• Investment Management

Reich & Tang

• Strategic Business Dynamics

Captive Alternatives, LLC

Alliance Pension Consultants

• Estate Asset Migration

Alliance Trust Company

• Security

Cass Global

• Legal Affairs

Varies by location and needs

• Human Resource Services

Varies By Location

• Wealth Technology Platform

Varies By Needs

• Real Estate

Varies By Needs

• Alternative Asset Solutions

 

 
 
 
 
 
 
 
 
 
     

The Family Wealth Hub(FWH) does not endorse any designated Expert Sourcing Firm and is not responsible for any liability for the acts or omissions of any designated Firm.