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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| ATLANTIC HARBOR | Atlantic Harbor Group | PO Box 2429 South Hamilton MA 01982 | Family office services, namely, financial and investment management, wealth management, financial planning, trust and estate planning, insurance risk management, advice and consultation regarding insurance needs and policies, and developing and managing charitable donation programs of others; financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others; real estate acquisitions and dispositions; real estate management services; real estate consultation; leasing of real estate; rental of real estate; |
| ATLANTIC HARBOR GROUP | Atlantic Harbor Group | PO Box 2429 South Hamilton MA 01982 | Family office services, namely, financial and investment management, wealth management, financial planning, trust and estate planning, insurance risk management, advice and consultation regarding insurance needs and policies, and developing and managing charitable donation programs of others; financial services, namely, investment management and investment consultation; real estate management services; real estate consultation;GROUP; |
| BESPOKE GENERATIONAL SOLUTIONS | OXFORD FINANCIAL GROUP, LTD. | 11711 N Meridian St., Suite 600 Carmel IN 46032 | Family Office Services; |
| CLARIATA | Clariata | Suite 225 1101 St. Gregory Street Cincinnati OH 45202 | Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services;Family office services, namely, business advisory and consultancy services related to family planning; Family office services, namely, business facilitation and administration of family offices, strategic business planning, and coordination with financial planning providers in the nature of business organization consultancy; Family office services, namely, business planning in the nature of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform; |
| CONATUS CAPITAL | Conatus Capital Management LP | 4th Floor 2777 Summer Street Stamford CT 06905 | Family office services, namely, financial consultancy services relating to wealth management; Investment advice; information, consultancy and research services relating to finance and investments; global investment research services; financial investment analysis and stock research; financial services, namely, wealth management services;CAPITAL; |
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| CV ADVISORS | CV Advisors | 19495 Biscayne Blvd, Suite 808 Aventura FL 33180 | Family office services, namely, wealth management, financial and investment risk management, financial planning, estate planning, retirement planning, namely, financial planning for retirement, developing and managing charitable donation programs of others, advice and consultation regarding insurance needs and policies, and financial portfolio consulting and advisory services tailored to wealthy families; all of the forgoing excluding investment management of funds, asset acquisition and management of investment property, and real estate investment trust services;ADVISORS; |
| CV ADVISORS | CV Advisors | 19495 Biscayne Blvd, Suite 808 Aventura FL 33180 | Family office services, namely, wealth management, financial and investment risk management, financial planning, estate planning, retirement planning, namely, financial planning for retirement, developing and managing charitable donation programs of others, advice and consultation regarding insurance needs and policies, and financial portfolio consulting and advisory services tailored to wealthy families; all of the foregoing excluding investment management of funds, asset acquisition and management of investment property, and real estate investment trust services;ADVISORS; |
| GENRICH | GENRICH INSURANCE & FINANCIAL SERVICES,INC. | Suite 201A 505 S. Villa Real Dr. Anaheim Hills CA 92807 | Family office services, namely, financial advisory and consultancy services relating to wealth management services, real estate property services, namely, real estate investment services and real estate management services, capital investment services, estate planning advisory services, retirement planning, namely, financial planning services for retirement income, financial planning consultation in the field of charitable donations, all of the foregoing being provided to high net worth families and individuals; Comprehensive financial analysis and consultation for families and individuals; Financial planning and management; Financial consultancy and insurance consultancy; |
| HIGHSHORE HOLDINGS | Highshore Holdings | 454 Las Gallinas Ave #3027 San Rafael CA 94903 | Family office services, namely, financial and investment management; wealth management; financial planning; financial trust and estate planning; insurance risk management; insurance consultancy services, namely, providing advice and consultation regarding insurance needs and policies; financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others; real estate acquisitions and dispositions; real estate management services; real estate consultation; leasing of real estate; rental of real estate; trustee services, namely, representative and fiduciary services as a trustee; |
| JAMM CAPITAL | JH II HOLDINGS | 1389 CENTER DRIVE, STE. 200 PARK CITY UT 84098 | Family office services, namely, financial advisory and consultancy services relating to wealth management;CAPITAL; |
| JONES CAPITAL | Jones Capital | 8100 Washington, Suite 260 Houston TX 77007 | Family office services, namely, management of investments, investment trusts, and financial assets held by persons and entities owned by a single family of investors, estate trust management;Business consulting and advisory services for a single family of investors;CAPITAL; |
| MARCUARD FAMILY OFFICE | Marcuard Family Office, Ltd. | Bahnhofstrasse 81 Zurich 8023 Switzerland | family office services, investment management, investment strategies and policies, estate planning, financial planning, risk management, compliance and reporting, asset allocation, manager selection, budget and cash flow management, performance monitoring and analysis; family office services, investment management, investment strategies and policies, estate planning, financial planning, risk management, compliance and reporting, asset allocation, manager selection, budget and cash flow management, performance monitoring and analysis; |
| PALLADIO | Palladio | 43 South 9th Street, P.O. Box 697 Indiana PA 15701 | family office services; |
| PREMIER COLLECTION OF OXFORD | OXFORD FINANCIAL GROUP, LTD. | 11711 N Meridian St., Suite 600 Carmel IN 46032 | Family Office Services; |
| RICHTER FAMILY OFFICE | RICHTER LLP | 1981 McGill College Montreal, Quebec H3A0G6 Canada | Family office services, namely, investment advice, investment management, investment consultation and investment of funds for others; financial planning services for retirement; estate planning; financial consultation in the field of charitable donations; estate trust management; trusteeship representation; and insurance information and consultancy;Tax and taxation planning, advice, information and consultancy services; business succession planning;The English translation of RICHTER in the mark is JUDGE.;FAMILY OFFICE; |
| SIGNETAS | Crestbridge Cayman Limited | Suite B301, 3rd Floor One Nexus Way, Camana Bay Grand Cayman KY1-1205 Cayman Islands | Family office services, namely, accounting and reporting, establishment and administration of trusts, multi-jurisdictional trust and company administration, creating philanthropic structures, and transactional support services; private equity and real estate fund administration; wealth planning; investment fund support services; fund administration, reporting, and administration; establishment and management of financial products; finance structuring services; preparation and analysis of financial reports; governance of investment funds; financial due diligence; financial loan administration; regulatory and tax compliance services; trustee and trust administration services; private client financial administration services; directorship services; advisory board services; Special Purpose Vehicle (SPV) and Special Purpose Entity (SPE) administration services;Providing business administration services in relation to investment fund support services; business consulting services; business management and advisory services; accounting services; tax administration; business assistance, advisory and consulting services in the field of compliance and management for corporate entities, filing business formation, maintenance, dissolution, and withdrawal documents; and records management services, namely, document indexing for others; |
| SOCIETAL FAMILY OFFICE | Societal | 48 Maple Avenue, Suite 102 Greenwich CT 06830 | Family office services;Family office services, namely, providing business management and business consulting services for family offices; family office administration services; providing office space services in the nature of providing work space for family office owners, employees and staff;IT consulting and integration services for family offices; software as a service (SAAS) featuring software for coordination of family office services with financial advisors, accountants, and administration staff and financial accounting and reporting; providing a website featuring support services for family offices, namely, access to accounting reports, family office administration scheduling, and financial reports; |
| TAG | TAG Associates | 810 Seventh Avenue, 7thFloor New York NY 10019 | Family office services, namely, financial and investment management for high net worth individuals and families; financial planning, wealth management, trust and estate planning, tax planning, insurance risk management, advice and consultation regarding insurance needs and policies, financial services, namely, financial performance reporting, investment advice, investment management, investment consultation, and investment of funds for others, consultation on financial acquisitions and divestitures, all directed to high net worth individuals and families and related entities;Administration and management services for high net worth individuals and families, namely, accounting, bill pay, bookkeeping, and budgeting; administration and supervision of banking and credit accounts and insurance matters; negotiation of personal and real property purchases, mortgages and leases for third parties; |
| TAG ASSOCIATES | TAG Associates | 810 Seventh Avenue, 7thFloor New York NY 10019 | Family office services, namely, financial and investment management for high net worth individuals and families; financial planning, wealth management, trust and estate planning, insurance risk management, advice and consultation regarding insurance needs and policies, financial services, namely, financial performance reporting, investment advice, investment management, investment consultation, and investment of funds for others, consultation on financial acquisitions and divestitures, all directed to high net worth individuals and families and related entities;Administration and management services for high net worth individuals and families, namely, accounting, bill pay, bookkeeping, and budgeting; administration and supervision of banking and credit accounts and insurance matters; negotiation of personal and real property purchases, mortgages and leases for third parties; Tax and taxation planning, advice, information and consultancy services;ASSOCIATES; |
| THE ATHLETE'S OFFICE | Chernow, Zachary | Suite 225 250 Fillmore Street Denver CO 80206 | Family office services, namely, consulting services in the field of family wealth, financial planning, personal property and investments provided to ultra high net worth individuals and families; Developing and managing charitable giving programs on behalf of wealthy individuals or families; Bill payment services; Estate planning; Investment advisory services; Financial advice; Financial services, namely, financial planning and wealth management services; Information, advisory and consultancy services relating to finance and investments; Budget planning; Investment management; Financial services, namely, investment of funds for others, including private and public equity and debt investment services;Tax return preparation; Tax and taxation planning, advice, information and consultancy services; Accounting services; Preparation of reports relating to finance and investments for business or commercial purposes; Business succession planning; |
| THE ATHLETE'S OFFICE | Chernow, David | c/o The Tannenbaum Law Group 600 West Germantown Pike, Suite 400 Plymouth Meeting PA 19462 | Family office services, namely, consulting services in the field of family wealth, financial planning, personal property and investments provided to ultra high net worth individuals and families; Developing and managing charitable giving programs on behalf of wealthy individuals or families; Bill payment services; Estate planning; Investment advisory services; Financial advice; Financial services, namely, financial planning and wealth management services; Information, advisory and consultancy services relating to finance and investments; Budget planning; Investment management; Financial services, namely, investment of funds for others, including private and public equity and debt investment services;Tax return preparation; Tax and taxation planning, advice, information and consultancy services; Accounting services; Preparation of reports relating to finance and investments for business or commercial purposes; Business succession planning; |
| TOFF.HD | OXFORD FINANCIAL GROUP, LTD. | 11711 N Meridian St., Suite 600 Carmel IN 46032 | Family Office Services; |
| WALNUT BEECH ADVISORS | Maurer, Timothy | 1009 West Beech St Long Beach NY 11561 | Family office services, namely, financial and investment management; Wealth management; Financial planning; Financial Trust and estate planning; Insurance risk management; Insurance consultancy services, namely, providing advice and consultation regarding insurance needs and policies; Financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others; Real estate acquisitions and dispositions; Real estate management services; Real estate consultation; Leasing of real estate; Rental of real estate;ADVISORS; |
Where the owner name is not linked, that owner no longer owns the brand |
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