Wealth

Aleta provides consolidated wealth reporting and wealth-intelligence software for single-family offices, multi-family offices, principals, and private-wealth firms. aleta.io

Affinity Private Wealth is an independent, owner-managed trust company serving international families, high-net-worth individuals, family offices, and businesses. affinitypw.com

MAI Capital Management is a wealth-management and registered investment advisory firm providing financial planning, investment management, tax coordination, family-office services, and private-client advice to families, business owners, executives, athletes, and institutional clients. mai.capital

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

Lombard Odier is an independent, partnership-led Swiss banking group focused on private banking, asset management, and banking technology. lombardodier.com

Lido Advisors is a private wealth-management firm serving high-net-worth individuals, families, charitable organizations, and institutions. lidoadvisors.com

LGT is an international private banking and asset management group owned by the Princely Family of Liechtenstein. lgt.com

Latitude Group is an international residence and citizenship planning firm advising private clients and professional intermediaries. latitudeworld.com

Landytech provides Sesame, an investment-management and reporting platform for family offices, asset owners, wealth managers, and financial institutions. landytech.com

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

La Vida Golden Visas is an investment migration advisory firm focused on golden visas, residence-by-investment, and citizenship programs. goldenvisas.com

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

Koda Capital is an independent Australian private wealth and family advisory firm serving high-net-worth individuals, families, and nonprofit organizations. kodacapital.com

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

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

KENDRIS is an international advisory and fiduciary firm serving private clients, family offices, entrepreneurs, corporations, and institutions. kendris.com

Julius Baer is a listed Swiss private-banking group focused on wealth management. juliusbaer.com

Jordan Park Group is an independent multi-family office serving entrepreneurs, innovators, families, institutions, and philanthropic clients. jordanpark.com

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

iPaladin provides a digital family office platform centered on entities, trusts, assets, documents, authorities, obligations, workflows, approvals, compliance, and institutional memory. ipaladin.com