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Company Type: Optimized

Continuity Family Business Consulting

Building generations of business success and family strength.

EY Family Enterprise

Supporting your family's financial future and legacy for future generations.

Glenmede

Glenmede provides customized investment, fiduciary and advisory services to individuals, families, endowments and foundations nationwide.With offices throughout the Northeast, Ohio and Florida.

Pitcairn

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.Offices in Philadelphia, New York &...

Vogel Consulting

Vogel Consulting operates as Your Family Office. We integrate traditional family office services (investment management, charitable planning, trust and estate planning, family education) with those unique to business-owning families (personal accounting and business consulting).