Wiki - Firms

Wescott Financial Advisory Group is an independent wealth-management firm providing investment advice, tax and estate planning, charitable strategy, trust services, business planning, and family-office solutions. wescott.com

Weatherbys Private Bank is a family-owned British bank serving wealthy individuals, families, entrepreneurs, and clients with complex banking and financial-planning needs. weatherbys.bank

WealthArc provides portfolio-management, data-aggregation, reporting, and workflow technology for independent wealth managers, family offices, and financial institutions. wealtharc.com

WE Family Offices is an independent, fee-only multi-family office serving ultra-high-net-worth families, entrepreneurs, and internationally connected private clients. wefamilyoffices.com

Waldron Private Wealth is an independent boutique serving business owners, multigenerational families, and corporate executives. waldronprivatewealth.com

VP Bank is a listed Liechtenstein private-banking group serving private clients, intermediaries, family offices, and institutions. vpbank.com

Vontobel is a listed Swiss investment and wealth management group whose shares remain majority-owned by the founding family. vontobel.com

VG is an independent Jersey provider of trust, corporate, fund, and capital-markets administration. vg.je

Vardikos & Vardikos is an international legal practice advising on immigration, citizenship, residence, corporate, maritime, and private-client matters. vardikos.com

Union Bancaire Privée, commonly known as UBP, is a family-owned Swiss bank focused on wealth and asset management. ubp.com

TwinFocus is a boutique multi-family office and private investment firm serving ultra-high-net-worth families, entrepreneurs, professional investors, and internationally connected clients. twinfocus.com

Trustmoore is a management-owned provider of fund, corporate, capital-markets, and private-client administration services. trustmoore.com

Truepoint Wealth Counsel is an employee-owned, fee-only fiduciary firm providing investment management, financial planning, tax planning, estate strategy, and personal financial advice. truepointwealth.com

TPI Pulse Pro is the current identity of the portfolio-management and accounting technology formerly offered as the Ledgex Pro Suite. pulsepro.ai

Tolleson Wealth Management is a family-office-origin wealth firm serving affluent and ultra-high-net-worth families through investment advice, planning, trust, banking, tax, philanthropy, and broader family-office services. tollesonwealth.com

Titanbay is a private-markets infrastructure and access platform serving wealth managers, private banks, multi-family offices, asset managers, and other intermediaries. titanbay.com

Tirard Naudin is a Paris boutique focused on international tax and estate planning for individuals, families, trustees, private banks, and wealth structures. tirard-naudin.com

Tiberghien is an independent tax law firm with a longstanding private-client practice. tiberghien.com

Svalner Atlas is a European tax and transaction advisory organization with a private-client and owner-managed-business practice. svalneratlas.com

Summit Trust International is a Swiss-based trust and fiduciary provider serving international families and private clients with complex cross-border wealth structures. summit-group.com