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Levin Schreder & Carey Ltd.

Practice devoted to tax and charitable planning, trusts and estates, private trust company services, and related dispute resolution.

Lucid Legacy Consulting

Expertly facilitated family meetings and educational retreats. Your legacy may be something you leave behind, but it is something you create while you are alive.

Merion Advisory Group, LLC

Creating solutions to complex leadership challenges

Pennsylvania Trust

We are a leading wealth management firm providing clients with a strong sense of financial wellbeing through investment management, trust, financial planning, tax, and estate planning solutions. Consistently adding value for over 30 years.

Pitcairn

A true family office and leader in helping families and single family offices navigate the challenges and opportunities creaded by the interplay of family and financial dymanics. Providing investment advice, estate, tax and philanhopic planning, fiduciary services, wealth administration, and customed educaion services.Offices in Philadelphia, New York & Washington, DC

PwC Family Enterprises

Supporting your legacy for more than 170 years.

ReGENERATION

Offices in Dallas, TX and Scottsdale, AZ

Relative Solutions

 Our multigenerational team of consultants is dedicated to helping families use a proven process for strategically managing the complexity of their shared assets.