Advisory Board
Advisory Board Chair The UHNW Institute Director of Family Wealth Glenmede
Advisory Board Vice Chair The UHNW Institute Chief Knowledge Officer Pitcairn
Head of Family Engagement & Governance J.P. Morgan Wealth Management
President TAG Associates
National Director Family Enterprise Risk Practice Alliant Private Client
Co-CEO Pathstone
National Managing Director Head of Schwab Advisor Family Office
Chairman & CEO Fiduciary Trust International
President & CEO The Family Office at Synovus
Founder 1712 Consulting, LLC
Chairman and Managing Director Greycourt
Co-founder and CEO F2 Strategy
President & CEO Diversified Trust
Partner Handler Law
CEO ClearView Financial Media
Editor-in-Chief The International Family Offices Journal
Family Business Adviser & Podcast Host The Family Business Partnership
Founding Principal Relative Solutions
President Eton Advisors
Managing Director Tiedemann Advisors
Principal & Chief Wealth Strategist Gresham Partners LLC
Managing Director Andersen Tax
CEOTeresa Leigh Home + Family Office
Chief Fiduciary Officer Northern Trust
Global Head of Family Office Dentons
President & CEO Ballentine Partners, LLC
Chairman and CEO Emeritus Wilmington Trust
Managing Director of Investor Relations Seminal Capital Holdings, LLC (SEMCAP)
Vice Chair, Emigrant Bank & Chair, Emigrant Partners
Managing Director Private Family Enterprise - PwC
CEO O'Connor Professional Group
CEO & Founder Aston Pearl
CEO The Luxury Institute
Chairman & General Partner Medical Excellence Capital, LLC
Founder & Managing Partner RayLign Advisory LLC
Independent Director and Principal, Willow Street Group & Founder and CEO, Gallatin Wealth Management
President & CEO Fiduciary Trust Company
Managing Director and Head of Governance and Education Tiedemann Advisors
Founder & Medical Director Black Bag
President The Policy and Taxation Group
Partner and Firmwide Chair Family Office Services Practice at Perkins Coie
Head of Growth & Strategy Brown Advisory
Director of Family Business Advisory Service KPMG
Principal Ron Varney Fine Art Advisors
Founder Purposeful Planning Institute
President, Family Office Services Summitas
President & CEO Evercore Wealth Management, Evercore Trust Company, N.A.