Wiki - Firms

Deerpath Capital is a direct-lending manager focused on financing lower middle-market companies, often in partnership with private-equity sponsors. deerpathcapital.com

d1g1t provides an enterprise wealth-management platform covering portfolio analytics, reporting, trading and rebalancing, compliance, billing, documents, client portals, and business intelligence. d1g1t.com

CTrustGlobal is a citizenship and residence advisory platform associated with Caribbean Trust Immigration Services. ctrustglobal.com

CS Global Partners is a citizenship and residence advisory firm serving private clients across the Middle East, Africa, Asia, and other international markets. csglobalpartners.com

Cresset is an independent multi-family office and private wealth firm serving entrepreneurs, founders, executives, and multigenerational families. cressetcapital.com

Corient is a large non-bank wealth-management and family-office platform serving high-net-worth and ultra-high-net-worth families. corient.com

Copia Wealth Studios provides wealth-management and family office software for sophisticated investors, single-family offices, multi-family offices, and advisory institutions. copiawealthstudios.com

Connection Capital is a private-investment platform providing its client network with access to private equity, private debt, property, and alternative opportunities. connectioncapital.co.uk

Comvest Partners is a private-investment firm focused on middle-market private equity and private credit. comvest.com

Citizenship Invest is a specialist residence and citizenship advisory firm operating within BLS International. blsglobal.org

Cerity Partners is a national wealth advisory firm serving high-net-worth individuals, families, businesses, executives, nonprofit organizations, and institutions. ceritypartners.com

Cardinal Point Wealth Management is a cross-border advisory firm serving affluent families with investment management, financial planning, tax coordination, and estate strategy across Canada and the United States. cardinalpointwealth.com

Caprock is a privately owned multi-family office serving ultra-high-net-worth families through investment management, wealth planning, private-investment access, impact strategy, and outsourced family-office support. caprock.com

Capital Partners, the trading name of Capital Asset Management (Financial Planning), is an independent Chartered Financial Planning firm focused on entrepreneurs, business owners, and their families. capitalpartnerswm.com

Canopy provides a data and analytics layer for family offices, private banks, wealth managers, and high-net-worth clients. canopy.cloud

Cadesky Tax is an independent Canadian tax consulting firm serving private businesses, owner-managers, multijurisdictional families, and high-net-worth individuals. cadesky.com

C. Hoare & Co. is a family-owned British private bank controlled by descendants of its founder. It provides private banking, deposits, lending, payment services, and related support to wealthy individuals, families, trusts, and charities. hoaresbank.co.uk

Buzzacott is an independent UK accountancy and advisory firm with a visible private-client practice. buzzacott.co.uk

Butterfield Trust is the fiduciary-services business of Butterfield, a Bermuda-based banking and wealth-management group. butterfieldgroup.com

Brown Brothers Harriman is a privately held financial-services partnership and one of the oldest private banking institutions in the United States. bbh.com