Global Family Office Business Services Directory
Premium Partners · Exhibitors · Speakers · Service Providers
The Apex Family Office Summit brings together the world's most trusted advisors, service providers, and thought leaders serving ultra-high-net-worth families and multi-generational wealth.
From governance and wealth preservation to direct investments and lifestyle management—discover 100+ premium partners ready to serve family offices worldwide.
Foundation of every family office — Family Constitution, Intergenerational Planning, Succession & Heir Development, Family Councils & Boards
Family Governance Advisory
World's leading family business advisory firm specializing in governance, succession planning, and multi-generational continuity.
thefbcg.com →Family Governance & Education
Premier membership organization providing governance frameworks, peer benchmarking, and educational programs for family offices.
familyoffice.com →Family Constitution Experts
Specialized in creating family constitutions, governance structures, and next-generation leadership programs.
banyan.global →Succession & Continuity Planning
Research-based advisory helping families plan for generational transitions and long-term enterprise continuity.
cfeg.com →Multi-Family Office Services
Comprehensive family office services including governance advisory, wealth planning, and family meeting facilitation.
genspring.com →Governance Training & Certification
Professional development programs for family office executives and family members on governance best practices.
ifgonline.com →Heir Development Programs
Specialized firm helping families develop next-generation leaders through structured mentorship and education.
successionstrategies.com →Multi-Generational Family Office
One of America's oldest single-family offices, now serving multiple families with governance and wealth services.
pitcairn.com →Core responsibility — Asset Allocation, Risk Management, Portfolio Diversification, Capital Protection, Custody & Banking
Global Custody & Wealth Management
Leading provider of wealth management, asset servicing, and banking solutions for ultra-high-net-worth families.
northerntrust.com →Private Wealth Management
One of the oldest and largest multi-family offices, providing comprehensive investment and wealth planning services.
bessemertrust.com →Swiss Private Banking
Geneva-based private bank with over 200 years of experience serving families across generations.
pictet.com →Private Banking & Asset Management
Swiss private bank specializing in wealth and asset management for high-net-worth families globally.
lombardodier.com →Ultra-High-Net-Worth Advisory
Independent financial advisory firm providing strategic wealth planning and investment management.
rockco.com →Custody & Investment Services
Global financial services company offering comprehensive custody, wealth management, and trust services.
bnymellonwealth.com →Swiss Private Banking
Leading Swiss wealth management group focused exclusively on serving sophisticated private clients.
juliusbaer.com →High-interest Apex crossover — Private Equity Direct Deals, Venture Capital, Growth Capital, Co-Investments
Direct Deal Sourcing
Largest association of family office investors, facilitating direct deal flow and co-investment opportunities.
familyoffices.com →Alternative Investment Platform
Technology platform providing access to private equity, hedge funds, and structured investments.
icapitalnetwork.com →Direct Investment Office
Private investment vehicle managing diversified portfolio including real estate, energy, and hospitality.
cascadeinvestment.com →Venture Capital Banking
Private banking and wealth advisory for founders, executives, and investors in innovation economy.
svb.com/private-bank →Middle Market Investment Banking
Investment banking firm specializing in M&A advisory and capital raising for middle-market companies.
capstonepartners.com →Tech Founder Family Office
Multi-family office serving tech founders and families with direct investment and venture opportunities.
iconiqcapital.com →Direct Investment Office
Investment firm providing family office capital to private equity firms and direct investments.
wafra.com →Primary family-office asset class — Trophy Real Estate, Hospitality & Resorts, Golf & Leisure Assets, Infrastructure & Smart Cities
Global Real Estate Advisory
World's largest real estate services firm providing investment sales, debt placement, and advisory services.
jll.com →Real Estate Investment & Development
Global real estate investment firm with $90B+ assets under management across property sectors.
hines.com →Infrastructure & Real Assets
Global alternative asset manager with expertise in real estate, infrastructure, and renewable power.
brookfield.com →Luxury Real Estate & Prime Property
Global property consultancy specializing in prime residential, commercial, and rural real estate.
knightfrank.com →Real Estate Investment
Global real estate investment management firm with diversified strategies across property types.
cbreim.com →Golf & Leisure Asset Management
World's largest golf management company operating 750+ courses globally for owners and investors.
troon.com →Luxury Hotel Investment
Largest lodging REIT with portfolio of premium hotels in major markets worldwide.
hosthotels.com →Differentiation layer — Art & Collectibles, Watches & Cars, Sports Teams & Sports IP, Media, Film & Content IP
Fine Art & Collectibles
World's leading art business offering private sales, advisory, and collection management services.
christies.com →Art-Backed Lending & Advisory
Art financing and collection management services from the world's premier auction house.
sothebys.com →Blue-Chip Art Investment
Platform enabling investment in shares of authenticated blue-chip artworks.
masterworks.io →Collectible Asset Platform
Investment platform for rare collectibles including cars, watches, sports memorabilia, and more.
rallyrd.com →Collector Car Auctions
World's largest collector car auction company, handling rare automotive investments.
rmsothebys.com →Sports Team Investment
Private equity firm specializing in sports, media, and entertainment investments.
arcadiaip.com →Luxury Watch Advisory
Leading authority on fine watchmaking, offering authentication and collection services.
hodinkee.com →Structured investment vehicles — PE & VC Funds, Hedge Funds, Private Credit, Thematic Funds
Private Markets Access
Global private markets investment firm providing access, insights, and solutions to institutional investors.
hamiltonlane.com →Private Capital Data & Intelligence
Leading provider of data, analytics, and insights for the alternative assets industry.
preqin.com →Investment Advisory & Research
Global investment firm providing portfolio management and research for sophisticated investors.
cambridgeassociates.com →Private Credit & Direct Lending
Global alternative investment manager specializing in credit, private equity, and real estate.
aresmgmt.com →Direct Lending & GP Stakes
Alternative asset manager providing capital solutions and direct lending to middle-market companies.
blueowl.com →Private Equity & Alternatives
Employee-owned investment manager with expertise across private equity, hedge funds, and alternatives.
nb.com →Values-driven capital — Impact Investing, Foundations & Trusts, Education & Youth Programs, Environmental Projects
Philanthropic Strategy
One of the world's largest private foundations, pioneering approaches to philanthropy and impact.
rockefellerfoundation.org →Impact Investment
Specialist impact investor managing funds across growth capital, property, and social outcomes.
bridgesfundmanagement.com →Family Impact Investing Network
Membership organization helping families align investments with their values across generations.
theimpact.org →Philanthropic Investment Firm
Impact investing firm supporting entrepreneurs in emerging markets and social innovation.
omidyar.com →Donor-Advised Funds
Leading provider of donor-advised funds and philanthropic planning solutions for families.
nptrust.org →Global Impact Investor Network
Action community for deep impact investors seeking financial return alongside social impact.
toniic.com →Active ownership — Family-Owned Enterprises, Holding Structures, Board Representation, Management Professionalization
Family Business Advocacy
Organization supporting multi-generational family enterprises with policy advocacy and education.
familyenterpriseusa.com →Family-Owned Investment House
Independent family-controlled financial group with expertise in private banking and asset management.
edmond-de-rothschild.com →Family Holding Company
Investment firm making long-term equity investments in middle-market industrial companies.
pritzkerprivatecapital.com →Board & Executive Search
Global leadership advisory firm specializing in executive search and board effectiveness.
spencerstuart.com →Family Business Leadership
Leadership advisory firm with dedicated practice serving family enterprises globally.
egonzehnder.com →Valuation & Advisory
Global advisory firm providing valuation, transaction, and dispute consulting services.
stout.com →Forward-looking focus — AI & Deep Tech, FinTech & WealthTech, BioTech & Longevity, Smart Platforms & Digital Assets
WealthTech Platform
Technology platform providing data aggregation, analytics, and reporting for wealth advisors.
addepar.com →Family Office Technology
End-to-end technology platform built specifically for family offices and private wealth.
etonsolutions.com →Investment Operations Technology
Technology and operations platform for family offices, including accounting and reporting.
seic.com/family-office →Digital Asset Custody
Federally chartered digital asset bank providing custody and trading for institutional investors.
anchorage.com →Deep Tech Venture Capital
Early-stage venture capital firm investing in transformative technology and healthcare companies.
canaan.com →BioTech & Life Sciences
Healthcare-focused investment firm specializing in biotechnology and pharmaceutical innovation.
racap.com →Longevity & Life Extension
Biopharmaceutical company developing therapies and technologies to extend human healthspan.
juvenescence.ltd →Confidential backbone — International Tax Planning, Trusts & Foundations, Cross-Border Structuring, Regulatory Compliance
Private Client Law
International law firm specializing in wealth planning, tax, trusts, and family office advisory.
withersworldwide.com →Trust & Estate Law
Boutique law firm focused on tax-efficient wealth transfer and multi-jurisdictional planning.
kozlaw.com →Private Client Tax Planning
Global law firm with leading private client practice serving families and family offices.
mwe.com →Tax & Structuring Advisory
Global tax and advisory services tailored for family businesses and private wealth.
kpmg.com/privateenterprise →Global Family Office Tax
Comprehensive tax planning and compliance services for families across jurisdictions.
ey.com/private →Trust & Corporate Services
Independent provider of trust, corporate, and fund administration services globally.
tridenttrust.com →Global Private Client Law
International law firm with dedicated private client practice across 70+ offices worldwide.
bakermckenzie.com →Non-negotiable priority — Asset Protection, Cybersecurity, Personal & Family Security, Reputation & Privacy
Executive Protection & Risk
Global risk management and executive protection services for high-net-worth individuals.
crisis24.com →Family Security Services
24/7 security operations and executive protection for families and corporate leaders.
globalguardian.com →Privacy-First Digital Security
Swiss-based provider of encrypted email, VPN, and secure communication tools.
proton.me →Corporate Investigation & Risk
Global risk consulting firm providing investigations, due diligence, and cyber defense.
kroll.com →Intelligence & Investigation
Corporate intelligence agency providing investigations and competitive intelligence.
blackcube.com →Reputation & Crisis Management
Global CEO advisory firm specializing in reputation, crisis communications, and stakeholder engagement.
teneo.com →Family experience layer — Private Aviation & Yachting, Global Residency & Citizenship, Luxury Travel, Health & Wellness
Private Aviation
World's largest private jet company offering fractional ownership and jet card programs.
netjets.com →Global Private Aviation
International business aviation company providing global flight coverage without ownership.
vistajet.com →Residence & Citizenship Planning
Global leader in residence and citizenship by investment programs across 40+ countries.
henleyglobal.com →Luxury Lifestyle Management
Global luxury lifestyle group providing 24/7 concierge, travel, and experiences.
quintessentially.com →Superyacht Brokerage
World's leading superyacht brokerage for yacht sales, charter, and management.
burgessyachts.com →Longevity & Wellness Retreats
Luxury wellness destination combining medical expertise with holistic health programs.
shawellnessclinic.com →Global Citizenship Solutions
Advisory firm specializing in citizenship and residence investment programs globally.
artoncapital.com →Future continuity — Next-Gen Leadership Training, Entrepreneur-in-Residence, Family Academies, Mentorship
Family Wealth Education
Membership organization providing education and peer networking for wealthy families.
memberlink.net →Academic Family Office Programs
Executive education programs at Wharton specifically designed for family enterprises.
wharton.upenn.edu →Family Business Education
Leading business school center for family enterprise research and executive programs.
imd.org/gfbc →Family Enterprise Studies
Academic center dedicated to research and education on family business and governance.
insead.edu/centres/wendel →Next-Gen Engagement
Nonprofit helping families engage next-generation members in philanthropy and values.
2164.net →Leadership & Peer Network
Global leadership community of chief executives providing learning and connection.
ypo.org →Trusted circles only — Family Office Networks, Co-Investment Clubs, Closed-Door Investor Circles, Strategic Partnerships
UHNW Peer Network
Premier peer membership organization for ultra-high-net-worth entrepreneurs and investors.
tiger21.com →Global Family Office Network
Membership organization connecting single and multi-family offices worldwide.
familyofficeassociation.com →Family Office Database
Data platform tracking 850,000+ family office contacts and investment activities.
fintrx.com →Family Office Co-Investment
Platform connecting family offices with vetted direct investment opportunities.
simple.com →Family Office Research & Consulting
Research and consulting firm advising families on office structure and best practices.
fwalliance.com →Direct Deal Network
Network of family offices and private investors sharing deal flow and co-investment.
privateinvestorcoalition.com →Professional standards — Performance Reporting, Governance Dashboards, External Audits, KPI & Risk Monitoring
Family Office Technology
Technology and outsourcing solutions for family office accounting, reporting, and administration.
archwaytechnology.com →Portfolio Reporting Platform
Comprehensive wealth management platform with reporting, billing, and client engagement tools.
blackdiamond.advent.com →Consolidated Reporting
Multi-custodial reporting platform aggregating data across investment accounts and managers.
assetbook.com →Private Capital Analytics
Performance reporting and analytics platform for private capital and alternative investments.
pcrinsights.com →Investment Accounting
Cloud-based investment accounting and analytics platform for institutional investors.
clearwateranalytics.com →Private Funds Reporting
Investment management platform providing investor relations and fund administration.
junipersquare.com →Wealth Management Technology
Unified wealth management platform with portfolio management, reporting, and client portal.
envestnet.com/tamarac →Join 100+ premium service providers connecting with family offices, principals, and trusted advisors across 80+ countries