Wealth

POELLATH is an independent German law firm with a prominent private-client practice serving entrepreneurial families, wealthy individuals, foundations, and foreign trusts. pplaw.com

Plancorp is a fee-only fiduciary wealth-management firm providing financial planning, investment management, retirement strategy, tax-aware advice, and business-exit planning to individuals and families. plancorp.com

PKF O’Connor Davies is a U.S. accounting, tax, and advisory firm with a private-client practice serving high-net-worth individuals, families, executives, business owners, and multigenerational wealth structures. Its services include income-tax planning and compliance, estate and gift planning, wealth transfer, trusts, and business succession. pkfod.com

PKB Private Bank is a family-controlled Swiss bank headquartered in Lugano. pkb.ch

Pitcher Partners is an Australian association of independent accounting and advisory firms with tax, private-wealth, family-office, and succession capabilities. pitcher.com.au

Pitcairn began as the single-family office of the Pitcairn family and later evolved into a multi-family office serving other families and single-family offices. pitcairn.com

Pictet is one of the world’s most established independent wealth and asset management groups. pictet.com

Perigon Wealth Management is an independent registered investment advisory firm providing financial planning, investment management, values-based advice, and family-office support to individuals, families, and business owners. perigonwealth.com

Pathstone is a privately held wealth-management and family-office advisory firm serving ultra-high-net-worth families, single-family offices, foundations, endowments, and institutions. pathstone.com

Passport Legacy is a Swiss-owned investment migration advisory firm serving clients through offices and relationships across Europe, the Middle East, Africa, and Asia. passportlegacy.com

Partners Capital is a global investment office serving private clients, family offices, endowments, foundations, and other institutions. partners-cap.com

Paradigm Norton is an employee-owned Chartered Financial Planning firm with offices in Bristol, London, and Exeter. paradigmnorton.co.uk

Objectway provides front-to-back technology and services for banks, wealth managers, asset managers, advisers, and private-wealth institutions. objectway.com

Oak Group provides private-client, corporate, and private-capital administration services across Guernsey, Jersey, the Isle of Man, Mauritius, and the Bahamas. oak.group

NTL Trust combines citizenship and residence planning with trust, corporate, asset-protection, and private-client services. ntltrust.com

Northwood Family Office is a Canadian multi-family office serving high-net-worth and ultra-high-net-worth families. northwoodfamilyoffice.com

Nicola Wealth is an independent Canadian wealth-management firm serving high-net-worth families, entrepreneurs, professionals, and institutions. nicolawealth.com

MyFO provides family office software for wealth owners, family offices, and advisers. myfotech.com

Mutual Trust is one of Australia’s most established multi-family offices, serving wealthy families, business owners, philanthropic foundations, trustees, and private clients. mutualtrust.com.au

Moore Kingston Smith is a UK accountancy and advisory firm providing personal tax, estate planning, inheritance-tax, trust, residence, and succession services to individuals, families, entrepreneurs, and business owners. mooreks.co.uk