Expert Sourcing Category Summary

National and Regional Representation

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

 • U.S./International Trust Services

First State Trust Company

Southpac Group

 • Lifestyle Services

Skyjet

Fly Victor

Burgess Yachts

One Concierge

 • Family Office Legal Structures

Sirote & Permutt, PC

 • Technology

Westech

 • Taxation/Accounting

Varies by location and needs

 • Mergers & Acquisitions

Sirote & Permutt, PC

Valuation Services, Inc.

 • Risk Management

McGowan Insurance

 • Private Banking

TriState Capital

 • Asset Protection

Sirote & Permutt, PC

 • Private Health Care

Varies By Needs

 • Family Cohesion

Sirote & Permutt, PC

 

• Philanthropic Planning

Give Back Nation

• Investment Management

Varies By Needs

• Strategic Business Dynamics

Sirote & Permutt, PC

McGowan Insurance

Tri-Merit

PCS Retirement

• Estate Asset Migration

Sirote & Permutt, PC

• Legal Affairs

Sirote & Permutt, PC

• Citizenship & Residency

Henley & Partners

• Wealth Technology Platform

Varies By Needs

• Real Estate

Varies By Needs

• Alternative Asset Solutions

Varies By Needs

• Art Advisory

Pall Mall Art Advisors

 

Tri State Capital 

 

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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.