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Legacy Family Office in Naples Florida is a Southwest Florida Multi Family Office (MFO), and a registered investment adviser offering wealth management.
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3T Family Office Ltd is an independently owned Swiss investment management partnership founded in 2011 and a member of the Swiss Financial Services Standards Association (OAR-G) following the rules of professional conduct for the practice of asset managem
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Rice, Heard & Bigelow, Inc. | Trustees for Individuals, Families, and Charities Since 1782
Rice, Heard & Bigelow is a privately-owned firm of professional trustees serving individuals, families, and charities. In addition to managing and administering funded trusts, the firm also prepares income tax returns for trusts, estates, charities and individuals. Other services include wealth, tax, estate and philanthropic planning.
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Kerry Knudsen, CFPCertified Financial Planner Kerry Knudsen is a Certified Financial Planner and graduate in Business Administration providing professional advisory services regarding business succession, investment, retirement and estate planning since 1982. As an independent advisor and “Risk Manager”, Kerry has developed ... Read More
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