Family Business Links
BNY MELLON WEALTH MANAGEMENT
As one of the nation's leading wealth managers, BNY Mellon Wealth Management delivers world-class capabilities tailored to the clients we serve Wealthy Individuals and Families, Family Offices, Planned Giving Programs, Endowments and Foundations, and Professionals and Institutions that advise our mutual clients.
The Family Firm Institute (FFI) is an international professional membership organization dedicated to providing interdisciplinary education and networking opportunities for family business advisors, consultants, educators, and researchers and to raising public awareness about trends and developments in the family business field.
GenSpring's family offices to oversee or manage important aspects of their financial lives ... helping them answer the questions about managing their wealth that keep them awake at night. GenSpring is a special formula of big and small with a culture that consistently balances the two in the best interests of clients. GenSpring has created a community of wealth management professionals who share similar values and together put unprecedented control, power, knowledge and opportunity squarely on a family's side of the table.
MERRILL LYNCH WEALTH MANAGEMENT
Merrill Lynch Wealth Management provides clients a personalized financial review and hands-on advice and guidance through a network of approximately15,000 Financial Advisors throughout the world. Clients with a personal wealth profile of at least $250,000 of investable assets can meet with a highly trained Merrill Lynch Financial Advisor who is committed to understanding their needs and supported by the broad resources ofMerrill Lynch. Merrill Lynch Wealth Management makes available productsand services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated(MLPF&S) and other subsidiaries of Bank of America Corporation.
Management Planning Inc. is a specialized financial services firm providing Tax-based valuations, valuations for Financial Reporting purposes and Transaction and Advisory Services. Although we may be best known for our tax-based practice centered on gift and estate tax valuations, over the past decade, MPI has undertaken initiatives to expand our range of business services to include Financial Reporting valuations and Transaction and Advisory. Our skills, experience and interdisciplinary methods will deliver the benefits of our accumulated wealth of knowledge, professional andpersonal relationships, and industry trust and confidence.
Rehmann Robson, Rehmann Consulting, Rehmann Financial and RehmannCorporate Investigative Services form a synergistic collection of business services that make up Rehmann. Through these subsets, we offer services in the areas of tax, accounting, assurance, business consulting, wealth management and corporate investigative services. The Rehmann Experience offers our clients access to associates from all service lines who are committed to working collaboratively to provide more ideas, more service and more experience. These associates believe that a client’s long-termsuccess depends on working with people who care as much about their future as they do and strive to put your interests first.
SOUTH DAKOTA TRUST LLC
South Dakota Trust Company LLC (SDTC) is a national boutique trust company founded by Al W. King III and Pierce H. McDowell III. SDTC is headquartered in Sioux Falls, South Dakota. SDTC's business is designed to accommodate the needs and desires of wealthy clients, both domestically and internationally, providing "flexible, cost- effective, service-oriented trust administration" in the #1 rated domestic trust jurisdiction.
STOUT | RISIUS | ROSS
Stout Risius Ross (SRR) is a premier global financial advisory firm thatspecializes in Investment Banking, Valuation & Financial Opinions, andDispute Advisory & Forensic Services. We serve a range of clients from Fortune 500 corporations to privately held companies in numerous industries around the world. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness. Our mission is to help our clients achieve their objectives by providing perspective, identifying opportunities, and resolving complex issues while maintaining our core values and entrepreneurial roots.
Vogel Consulting is an independent, multi-family office firm serving a niche market of ultra affluent individuals and private families throughout the United States. With combined assets under advisement of nearly $2 billion, client members are located in nearly every state. Vogel's current offices are in the heartland of the Midwest, specifically Chicago, Illinois and Brookfield, Wisconsin. Vogel Consulting provides a broad range ofsophisticated services and technical expertise on: private businesses, taxplanning, accounting, investment asset allocation, manager selection, investment performance reporting, charitable gifting, and family education.
Wilmington Trust is a part of M&T Bank Corporation (www.mtb.com), one of the largest and strongest bank holding companies in the eastern United States. Together, M&T and Wilmington Trust represent one of the country's leading depository and lending franchises, a premier wealth advisory firm, and the partner of choice for corporate transactions and structures. Our financial expertise, the quality of our staff and services, and our client-centric approach has made us one of the most respected independent financial services institutions in the country for more than a century.