Wiki - Firms

Brown Advisory is an independent investment management and strategic advisory firm serving individuals, families, family offices, nonprofit organizations, institutions, and financial intermediaries. brownadvisory.com

Brighton Jones is an independent fiduciary wealth-management firm providing integrated planning, investment management, tax advice, and family-office services. brightonjones.com

Bordier & Cie is an independent Swiss private bank owned by members of its founding families. bordier.com

Bluemina is a citizenship and residence advisory firm serving clients through offices across Jordan, the UAE, Saudi Arabia, Iraq, Egypt, and other regional markets. bluemina.com

Blick Rothenberg is a London-based tax, accounting, and business advisory firm with a substantial private-client practice. blickrothenberg.com

Bilzin Sumberg is a Miami law firm with a Tax & Private Wealth practice serving domestic and international individuals, families, entrepreneurs, and investment structures. bilzin.com

Biltmore Family Office is an independent wealth and family-office firm serving multigenerational families and investment-oriented private clients. biltmorefamilyoffice.com

Bessemer Trust is one of the most established private wealth and multi-family-office institutions in the United States. bessemertrust.com

Berenberg is one of Europe’s oldest banks, with businesses spanning wealth and asset management, investment banking, and corporate banking. berenberg.de

Beacon Pointe Advisors is a national wealth advisory and investment-consulting platform serving high-net-worth individuals, families, institutions, and retirement plans. beaconpointe.com

BBR Partners is a multi-family office and registered investment adviser serving ultra-high-net-worth individuals, families, foundations, and related private wealth structures. bbrpartners.com

Bayat Group is a legal-led investment migration advisory organization serving individuals, families, entrepreneurs, and investors. bayatgroup.com

Banque Eric Sturdza is an independent Swiss private bank focused on personalized wealth management and investment solutions for private clients, entrepreneurs, and families. banque-es.ch

Banque Bonhôte is an independent Swiss private bank with a long history in wealth and asset management. bonhote.ch

Bankhaus Metzler is one of Germany’s oldest private banks and remains controlled by the founding family. metzler.com

Bank SYZ is a family-owned Swiss banking group focused on private banking, asset management, and alternative investments. syzgroup.com

Bank Gutmann is an Austrian private bank specializing in portfolio management, investment advice, fund solutions, and long-term wealth stewardship for private and institutional clients. gutmann.at

Wren Investment Office is a London-based multi-family office serving families, foundations, charities, and endowments. wreninvestmentoffice.com

Banca March is a Spanish financial institution that remains wholly owned by the founding family. bancamarch.es

WR Immigration is a U.S. immigration law firm with longstanding experience in EB-5 and other investor, entrepreneur, employment, and family immigration matters. It advises individual investors as well as organizations participating in the investor-immigration ecosystem. wolfsdorf.com