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           10 May, 2024
 
    

High Net Worth Families

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Protax Consulting Services (Popularity: )
http://www.protaxconsulting.com
Specializing in tax planning and compliance for high net worth individuals and businesses. Extensive focus in foreign national and expatriate tax.
Category:   Business - Accounting - Firms - Bookkeeping and Tax Preparation

Independence Holdings Partners (Popularity: )
http://www.independencefund.com/
Focus: private equity, venture capital and alternative investment products for high net worth investors, institutions and their financial advisors.
Category:   Business - Financial Services - Venture Capital

Development Capital Exchange (Popularity: )
http://www.dcxworld.com
Focus: Britain's three million, mostly under-capitalised and debt funded independent businesses - and their owners - to facilitate 'business angel', merger, acquisition and other inter-business transactions.
Category:   Business - Financial Services - Venture Capital - Resources for Entrepreneurs

OffRoad Capital (Popularity: )
http://www.offroadcapital.com
Focus: providing a private capital marketplace whereby high net worth investors can provide financing in the $1-$10 million range for later stage growth companies
Category:   Business - Financial Services - Venture Capital - Resources for Entrepreneurs

Strategic Capital Resources, Inc. (Popularity: )
http://www.strategic-capital.com
Focus: finances emerging growth companies through private placements with individual angel investors.
Category:   Business - Financial Services - Venture Capital - Resources for Entrepreneurs

Related: High Net Worth Individuals - High Net Worth Investors - High Net-worth Individuals - High Net Worth Divorce - Net Worth


The Financial Network (Popularity: )
http://www.thefinancialnetwork.com
Focus: business planning and financial services solution for start-up and on-going businesses at any stage of development.
Category:   Business - Financial Services - Venture Capital - Resources for Entrepreneurs

Fiduciary Trust Company (Popularity: )
http://www.Fiduciary-trust.com
Provides a range of personal financial planning and advisory services.
Category:   Business - Financial Services - Financial Planning - Regional

Galecki Financial Management, Inc. (Popularity: )
http://www.galecki.com/
Fee only investment advisor firm providing asset management services to high net worth clientele.
Category:   Business - Financial Services - Financial Planning - Certified Financial Planners

Montecito Capital Management, LLC (Popularity: )
http://www.mcapitalmgt.com/
Specializing in financial planning, retirement services, investment management and portfolio management.
Category:   Business - Financial Services - Financial Planning - Certified Financial Planners

Trusts and Estates Magazine (Popularity: )
http://www.trustsandestates.com/
Provides news and technical information about estate planning, trust fund administration, and investing.
Category:   Business - Financial Services - Financial Planning - Estate Planning

Verwaltungs- und Privatbank (Popularity: )
http://www.vpbank.li/
The VP Bank is primarily engaged in private banking for high net worth individuals and professional clients principally in Liechtenstein, Switzerland and the neighboring countries.
Category:   Business - Financial Services - Banking Services - Banks and Institutions

Boston Private Financial Holdings, Inc. (Popularity: )
http://www.bostonprivate.com/
Perform commercial banking operations, investment advisory services, mortgage banking, trust services, investment banking services and other related financial activities. (Nasdaq: BPFH).
Category:   Business - Financial Services - Banking Services - Banks and Institutions

BMO Harris Private Banking (Popularity: )
http://www.bmoharris.com/
Provides high net worth Canadians with North American wealth management services.
Category:   Business - Financial Services - Banking Services - Banks and Institutions

Deutsche Bank - GCI (Popularity: )
http://www.db.com/
The wholesale and investment banking division of the Deutsche Bank Group.
Category:   Business - Financial Services - Investment Banks

OpesGroup (Popularity: )
http://www.opesgroup.com/
Offers strategies for reducing taxes for high net worth individuals and business owners.
Category:   Business - Financial Services - Financial Consultants

Indochina Group Ltd (Popularity: )
http://www.investmentandfinance.com/
Provides investment services to high net worth individuals and privately held companies.
Category:   Business - Financial Services - Investment Services

NewSmith Capital Partners (Popularity: )
http://www.newsmithcapital.com
Offers investment management and corporate finance services to businesses and high net worth individuals
Category:   Business - Financial Services - Investment Services

Bradford & Bingley International (Popularity: )
http://www.bbi.co.im/
Isle of Man. Deposit accounts in pounds and dollars, designed for the expatriate, international and Manx communities. Describes products and company history.
Category:   Business - Financial Services - Offshore Services - Banks

Fenimore Asset Management, Inc. (Popularity: )
http://www.fenimoreasset.com/
Investments for high net worth individuals, retirement plans, trusts, endowments, foundations, and Taft-Hartley accounts.
Category:   Business - Investing - Money Managers

Badgley, Phelps and Bell (Popularity: )
http://www.badgley.com
Investment counsel for high net-worth individuals and institutions since 1966.
Category:   Business - Investing - Money Managers
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