Maerki Baumann & Co. is an independent, family-owned Swiss private bank specializing in investment advice, discretionary asset management, custody, and services for private clients and external asset managers. maerki-baumann.ch
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Lombard Odier is an independent, partnership-led Swiss banking group focused on private banking, asset management, and banking technology. lombardodier.com
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Lido Advisors is a private wealth-management firm serving high-net-worth individuals, families, charitable organizations, and institutions. lidoadvisors.com
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LGT is an international private banking and asset management group owned by the Princely Family of Liechtenstein. lgt.com
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Latitude Group is an international residence and citizenship planning firm advising private clients and professional intermediaries. latitudeworld.com
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Landytech provides Sesame, an investment-management and reporting platform for family offices, asset owners, wealth managers, and financial institutions. landytech.com
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Laird Norton Wetherby is an independent wealth and family-office platform created through the combination of Laird Norton Wealth Management and Wetherby Asset Management. lnwadvisors.com
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La Vida Golden Visas is an investment migration advisory firm focused on golden visas, residence-by-investment, and citizenship programs. goldenvisas.com
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Kozusko Harris Duncan is a U.S. law firm focused on private clients, families, family offices, trustees, and closely held businesses. Its work encompasses tax, trusts and estates, cross-border planning, philanthropy, business ownership, governance, and private-client disputes. kozlaw.com
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Koda Capital is an independent Australian private wealth and family advisory firm serving high-net-worth individuals, families, and nonprofit organizations. kodacapital.com
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Knox House Trust is an independent trust and corporate-services provider serving high-net-worth and ultra-high-net-worth clients, families, entrepreneurs, and professional advisers. knoxhousetrust.com
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Klasko Immigration Law Partners is a U.S. immigration law firm with a substantial EB-5 practice serving investors, regional centers, developers, and other program participants. Its lawyers advise on investor eligibility, lawful source and path of funds, project documentation, petitions, and continuing immigration strategy. klaskolaw.com
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KENDRIS is an international advisory and fiduciary firm serving private clients, family offices, entrepreneurs, corporations, and institutions. kendris.com
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Julius Baer is a listed Swiss private-banking group focused on wealth management. juliusbaer.com
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Jordan Park Group is an independent multi-family office serving entrepreneurs, innovators, families, institutions, and philanthropic clients. jordanpark.com
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J. Safra Sarasin is a Swiss private bank within the family-controlled Safra banking group. It combines a long Swiss private-banking heritage with an international platform serving private and institutional clients. safra.com
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iPaladin provides a digital family office platform centered on entities, trusts, assets, documents, authorities, obligations, workflows, approvals, compliance, and institutional memory. ipaladin.com
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InvestCloud provides digital wealth infrastructure for financial institutions, wealth and asset managers, banks, advisers, and related intermediaries. investcloud.com
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Imperium is an owner-managed private-client, corporate, fund, and tax-services group. imperiumfs.com
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Imperial Citizenship advises high-net-worth individuals and families on second citizenship, residence-by-investment, and wider mobility programs across Europe, the Caribbean, the Middle East, Africa, and other regions. imperialcitizenship.com
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