Biltmore Family Office is an independent wealth and family-office firm serving multigenerational families and investment-oriented private clients. biltmorefamilyoffice.com
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Bessemer Trust is one of the most established private wealth and multi-family-office institutions in the United States. bessemertrust.com
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Berenberg is one of Europe’s oldest banks, with businesses spanning wealth and asset management, investment banking, and corporate banking. berenberg.de
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Beacon Pointe Advisors is a national wealth advisory and investment-consulting platform serving high-net-worth individuals, families, institutions, and retirement plans. beaconpointe.com
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BBR Partners is a multi-family office and registered investment adviser serving ultra-high-net-worth individuals, families, foundations, and related private wealth structures. bbrpartners.com
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Bayat Group is a legal-led investment migration advisory organization serving individuals, families, entrepreneurs, and investors. bayatgroup.com
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Banque Eric Sturdza is an independent Swiss private bank focused on personalized wealth management and investment solutions for private clients, entrepreneurs, and families. banque-es.ch
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Banque Bonhôte is an independent Swiss private bank with a long history in wealth and asset management. bonhote.ch
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Bankhaus Metzler is one of Germany’s oldest private banks and remains controlled by the founding family. metzler.com
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Bank SYZ is a family-owned Swiss banking group focused on private banking, asset management, and alternative investments. syzgroup.com
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Bank Gutmann is an Austrian private bank specializing in portfolio management, investment advice, fund solutions, and long-term wealth stewardship for private and institutional clients. gutmann.at
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Banca March is a Spanish financial institution that remains wholly owned by the founding family. bancamarch.es
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Wren Investment Office is a London-based multi-family office serving families, foundations, charities, and endowments. wreninvestmentoffice.com
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WR Immigration is a U.S. immigration law firm with longstanding experience in EB-5 and other investor, entrepreneur, employment, and family immigration matters. It advises individual investors as well as organizations participating in the investor-immigration ecosystem. wolfsdorf.com
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Wescott Financial Advisory Group is an independent wealth-management firm providing investment advice, tax and estate planning, charitable strategy, trust services, business planning, and family-office solutions. wescott.com
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Weatherbys Private Bank is a family-owned British bank serving wealthy individuals, families, entrepreneurs, and clients with complex banking and financial-planning needs. weatherbys.bank
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WealthArc provides portfolio-management, data-aggregation, reporting, and workflow technology for independent wealth managers, family offices, and financial institutions. wealtharc.com
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WE Family Offices is an independent, fee-only multi-family office serving ultra-high-net-worth families, entrepreneurs, and internationally connected private clients. wefamilyoffices.com
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Waldron Private Wealth is an independent boutique serving business owners, multigenerational families, and corporate executives. waldronprivatewealth.com
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VP Bank is a listed Liechtenstein private-banking group serving private clients, intermediaries, family offices, and institutions. vpbank.com
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