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 that recognized the need for integrating financial data and analytics. Our vision is to empower wealth owners with insightful information at their fingertips, enabling them to make well informed decisions about their investments. With an integrated general ledger, our solution allows 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 industry leader in providing professional personal property inventory and appraisal services to high-net-worth individuals and families. AVI’s services enable our clients to protect and manage all of their personal property. 

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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

Currently ranked among the largest CPA firms in the U.S., Bennett Thrasher 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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Datafaction

Founded in 1976, Datafaction has over 40 years of industry leadership and expertise, 250+ clients, 4,000+ users.  Our clients trust and rely on our software for their critical business operations. We leverage our years of experience in delivering software to family wealth firms with a service that has an easy-to-use, cloud-based solution with mobile “anywhere” access and comprehensive secure business controls. 

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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 $2.6 billion of timberland assets, and over the last ten years have completed inventory or appraisal work on over 25 million acres and directly represented clients in acquisitions or dispositions of over $1.6 billion 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 which serves as corporate fiduciary for high net worth families and provides estate, private foundation and selected family office services. 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 Trust

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 150 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

Wellspring specializes in life insurance audits and acquisition for wealthy families. We have assisted our clients in acquiring over four billion dollars of life insurance coverage and have advised on how it should be properly positioned in their current planning.

Wellspring also has a robust planning practice that has over 35 years of experience and success helping families with estate, business continuity, and philanthropic planning.

The use of our proprietary “Wellspring Wealth Integration Process TM” allows us to work alongside our clients current advisors without replacing them. Wellspring is known for bringing clarity for complex issues.

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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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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.

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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, leadership development, 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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Association Partners

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Atlanta Jewish FOundation

Atlanta Jewish Foundation, a service of Jewish Federation of Greater Atlanta, helps donors maximize their philanthropy through Donor-Advised Funds, endowments and other planned gifts to Jewish and non-Jewish causes in metro Atlanta, the United States and around the world.

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Community Foundation For Greater Atlanta

Since 1951, Community Foundation for Greater Atlanta has elevated philanthropy by connecting the passions of philanthropists with the purposes of nonprofits doing great work. With 67 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 Foundation currently stewards $1.1 billion in assets and grants more than $100 million annually to support nonprofits throughout the region and beyond. The Foundation offers expertise on family philanthropy, local grantmaking and other support services to private foundations and family offices.

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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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