Bio: CPA, CFP with Masters in Taxation, specializing in estate, gift and trust taxation and administration. I have also done forensic work on the side.

Bio: 25 years of experience working closely with UHNW families and family offices;

Bio: C.J. is a Principal and Senior Client Strategist at BNY Mellon Wealth Management.

Bio: SVP - Wealth and Family Office Solutions at STP

Bio: Private Equity Senior Associate at Partners Capital

Bio: I am a Senior Vice President at Whittier Trust Company. We are one of the oldest and largest Multi-Family Offices headquartered on the west coast.

Bio: Pegine Grayson, JD, CAP, SVP/Dir. of Philanthropic Serv's, Whittier Trust. Philanthropic advisement for HNW clients; foundations & DAF management.

Bio: Portfolio Manager and Head of Investment Research at an OCIO for ultra-high net worth family offices, endowments, and foundations. Based in NYC.

Bio: A family office professional with experience spanning across Canada and the USA over the past 5 years

Bio: Private banking & wealth management executive. I counsel builders, venture, private equity, family office investors and not-for-profit institutions.

Bio: Family office executive.

Bio: Head of STP Wealth & Family Office. Deep experience in building / growing family offices through the implementation of technology, people and process.

Bio: UHNW Lifestyle Operations Expert

Bio: C-suite wealth management professional

Bio: https://www.linkedin.com/in/jhitchco/

Bio: .

Bio: Fiduciary Consultant primary for community banks and family offices

Bio: Family Office Insurance Administrator at MFO outside of Philadelphia, self titled Insurance Geek

Bio: Head of Reporting

Bio: 18 years experience - high net worth family offices - financial reporting 15 years experience - financial services industry - financial reporting

Bio: Family office investor allocating to venture capital and private equity funds.

Bio: Young professional building a career in the multi-family office world. Eager to gain more insight into the diverse family office environment.