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Company Type: Optimized

Baker Tilly Private Wealth

Enhancing and protecting the value of high-net-worth individuals, family offices and generational family-owned enterprises

Continuity Family Business Consulting

We help families improve decision making, maximize potential and achieve continuity.

EY Family Enterprise

Our services span the following four key areas to support your growth, development and long-term ownership goals:*  Shareholder Liquidity*  Generational Transition*  Business Growth* Company Capitalization

Patteson Wealth Management Group at Morgan Stanley Private Wealth Management

Tailored wealth planning strategies for entrepreneurs, business owners and families with significant wealth.Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith-Barney LLC, Member SIPC


A true family office and leader in helping families and single family offices navigate the challenges and opportunities created by the interplay of family and financial dymanics. Our Wealth Momentum service model provides investment advice, estate, tax and philanthropic planning, fiduciary services, wealth administration, and customized family learning. 

Relative Solutions

Our multigenerational team guides families who share assets through the difficult questions that emerge from the risks and opportunities that impact their lives together.

Wealthgate Trust Company

"Independent Nevada trust company designed by a multi-generational family for multi-generational families."