Advisory Board
Advisory Board Chair The UHNW Institute Director of Family Wealth Glenmede
Advisory Board Vice Chair The UHNW Institute Chief Knowledge Officer Pitcairn
Managing Director First Republic Investment Management, Inc
President TAG Associates
National Director Family Enterprise Risk Practice Alliant Private Client
Co-CEO Pathstone
National Managing Director Head of Schwab Advisor Family Office
President Synergy Partners
Chief Executive Officer Fiduciary Trust International
President & CEO The Family Office at Synovus
Founder 1712 Consulting, LLC
Chairman and Managing Director Greycourt
President & CEO Diversified Trust
Partner Handler Thayer, LLP
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
Co-Founder Touchpoint Growth Strategies
President Tolleson Wealth Management
Principal & Chief Wealth Strategist Gresham Partners LLC
Global President BMO Family Office
Managing Director Andersen Tax
CEO Teresa Leigh Household Risk Management
Chief Fiduciary Officer Northern Trust
Global Head of Family Office Dentons
President & CEO Ballentine Partners, LLC
Managing Director of Investor Relations Seminal Capital Holdings, LLC (SEMCAP)
Managing Director Private Family Enterprise - PwC
CEO O'Connor Professional Group
Founder Family Wealth Library
CEO The Luxury Institute
Founder Wealthbridge Partners
Chairman & General Partner Medical Excellence Capital, LLC
Founder & Managing Partner RayLign Advisory LLC
Partner, Willow Street Group & 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
Firmwide Chair, Family Office Services Perkins Coie
Head of Growth & Strategy Brown Advisory
Director of Family Business Advisory Service KPMG
Principal Ron Varney Fine Art Advisors
CEO Pitcairn
Founder Purposeful Planning Institute
President & CEO Evercore Wealth Management, Evercore Trust Company, N.A.