Premium Partners

 
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AIG Private Client Group

AIG Private Client Group, a division of the member companies of American International Group, Inc. (AIG), offers complete insurance solutions for successful individuals and families. Broad coverage is specially designed to preserve high-value assets and personal liability. Protection is augmented with services designed to minimize property damage and bolster family safety, and all of this comes in one custom-tailored package with exceptional claim service. Policyholders can entrust AIG to safeguard fine homes, automobiles, excess liability, private collections, yachts and more.

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Asset Vantage Inc.

Asset Vantage was born out of a family office who recognized the need for integrating financial data and analytics. Our vision is to empower the wealth owners with insightful information as their fingertips, enabling them to make well informed decisions on their investments. Our solution integrates a general ledger allowing our clients to account for, and report on, all asset types regardless of liquidity, location, or currency.

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Asset Verification, Inc.

Asset Verification Inc prides itself as the leader in helping individuals and their families make less complicated, informed decisions regarding estate planning and settlement. We provide a WIN/WIN scenario in enabling our clients to efficiently manage and distribute what a lifetime of work has entitled them to oversee.

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Atlantic Capital

Atlantic Capital Bank, located in Atlanta, GA, was established to serve the banking needs of affluent families and their related business interests. Our clients include multigenerational families and middle market and emerging growth companies. Our bankers’ expertise, our passion for service, and our deep understanding of our clients’ needs make us uniquely positioned to work with high net worth families.

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Bennett Thrasher LLP

Bennett Thrasher, one of the largest accounting firms in the country, provides comprehensive tax, accounting, assurance and consulting services to clients throughout the United States and internationally. Our CPAs and CFPs serve closely-held business owners and other high-net-worth individuals regarding income tax, estate and gift tax, investment, charitable and retirement planning. Our affiliate firm, BT Wealth Management, provides high-net-worth individuals and families with integrated fee-only wealth management and financial planning services. We have been consistently recognized by Inside Public Accounting as a Top 100 Firm in the U.S. and Best of the Best Accounting Firms. As these accolades show, we are Better Together.

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Forest Resources Consultants, Inc.

Founded in 1970, FRC is a forestry consulting firm offering land management, appraisal, technical, and real estate brokerage services to private landowners, institutions, and industry across the US South. We sustainably manage over 800,000 acres of timberland, and over the last ten years have completed inventory or appraisal work on over 20 million acres and directly represented clients in acquisitions or dispositions of over $250 million dollars of Southern timberland.

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John Hancock Life Insurance Company (USA)

John Hancock Insurance empowers people to feel confident about the future by providing innovative products that protect their loved ones, grow their savings and preserve their wealth, while supporting their pursuit of a longer, healthier life with the John Hancock Vitality solution. With more than 150 years of experience and backed by a company with strong financial ratings, John Hancock offers a comprehensive suite of products, including Term, Universal Life, Indexed UL and Variable Universal Life that can be tailored to meet a wide range of estate, retirement, business and wealth transfer planning needs.

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Legacies in Ink, LLC

Legacies In Ink, LLC was founded in 2004 by Dr. Judith Kolva, an expert in the psychology and practice of personal history. She and her team travel worldwide to preserve high-net-worth families’ stories in limited edition heirloom books.

Dr. Kolva brings her proprietary model, StoryPower: Your Hidden Heritage, to life for a wide variety of audiences. Her talks and workshops are ideal for family meetings, family and company retreats, conferences, and service clubs interested in creating and preserving lasting legacies.

The Greater Fort Lauderdale Chamber of Commerce selected Legacies In Ink as its Small Business of the Year.

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Pendleton Square Trust

Pendleton Square Trust Company is a Tennessee-chartered independent trust company serving as corporate fiduciary for high net worth families and providing select family office services and private foundation administration. The Company’s independent model separates the investment management services from trust administration, allowing the Company to work with a family’s trusted estate planning attorney, investment advisor and/or tax advisor to achieve a strategic and conflict-free focus on the unique trust needs of that family.

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Ronald Blue & Co.

With nationwide trust capabilities, Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. Our Family Office division serves multi-generational families and family businesses with a variety of different needs and situations. We believe foundation to managing and transferring family wealth wisely is – simply – the family. We want to know your family well. Our clients are interested in more than just the management of their finances because their family is about more than just the money. At Ronald Blue Trust Family Office, we encourage our clients to maintain a balanced life and engage in an intentional planning process, which empowers current and future generations to shape and maintain a legacy comprising social, spiritual, and financial capital.

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Strategic Group of Companies

The Strategic Group of Companies is comprised of subsidiaries focused on tax planning and mitigation for families and MFOs, including:

Strategic Capital Partners, a boutique investment banking firm, assists in achieving tax mitigation goals while accomplishing “green, sustainable and/or socially responsible” objectives.

Strategic 1031 Exchange Advisors, a consulting firm and qualified intermediary, executes exchange strategies assisting with real estate and business investment objectives.

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USI Insurance Services

USI is a leader in insurance brokerage and consulting with more than 140 U.S. offices. Specializing in property and casualty insurance, employee benefits and private client risk services, USI combines its client-centric culture at the local level with leading edge technical resources nationwide. USI’s unique ONE Advantage approach integrates proprietary analytics, deep expertise and hands-on services to deliver economically vetted, highly personalized strategic insurance solutions. 

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Wellspring Associates

Through our proprietary process, the Wealth Integration SolutionTM, we help affluent multi-generational families reach a level of clarity over their complex wealth transfer, business succession, philanthropic, and life insurance planning like they’ve never before experienced. With newfound clarity, the family can consider alternative strategies for improving their overall planning. The end result of our process is the peace of mind that comes to a family with fully implemented, comprehensive, well integrated planning.

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Wheels Up

Wheels Up is a revolutionary membership-based private aviation company that significantly reduces the up front costs to fly privately, while providing unparalleled flexibility, service and safety. Wheels Up offers guaranteed availability to its private fleet of new Beechcraft King Air 350i and Citation Excel/XLS aircraft to individual, family and corporate members. 

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Educational Partners

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McCann & associates

McCann & Associates is a boutique firm that has worked over the last two decades with family businesses and family enterprises throughout the U.S. providing coaching, consulting, and customized workshops. We collaborate with families to help them with transitions, communication, and overall to make the family’s involvement in all its enterprises a benefit for both the business and the enterprise. We help cultivate the commitment to family, the greater trust, values-based decision making, and longer-term thinking that are vital strengths in well run family enterprises.

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Family Office Matters LLC

Family Office Matters, LLC is a multi-family office and consulting firm whose mission is to assist multigenerational families and family office providers in managing assets of the family, while understanding the unique needs of the families who share those assets. Family Office Matters addresses issues that are critical to maintaining the welfare of the family unit while providing strategies that will successfully guide families in making decisions that will impact the succession of their personal assets and family businesses for future generations.


Association Partners

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Southeastern council of foundations

The Southeastern Council of Foundations is the region’s premier membership association of grant makers, offering networking, education and advocacy to strengthen the field of philanthropy.

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The Community Foundation For Greater Atlanta

Since 1951, the Community Foundation for Greater Atlanta has connected the passions of philanthropists with the purposes of nonprofits doing that work. With 66 years serving the 23-county Atlanta region and a robust team of experts, the Foundation manages the behind-the-scenes details, empowering donors to focus on the joy of giving. The Community Foundation is a top-20 community foundation nationally with approximately $955 million in assets and is Georgia’s second largest foundation. 

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Jewish Federation of Greater Atlanta

Jewish Federation of Greater Atlanta provides opportunities, care, connection, support and strength for the Greater Atlanta Jewish Community, for Israel, and for Jews globally. Our vision is a thriving, inclusive Atlanta community, with healthy organizations that engage every generation to secure our Jewish future. We value compassion, diversity, generosity and commitment to Jewish values and to our people worldwide.

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