FAMILY OFFICE OF AMERICA, INC.

TFO Wealth Partners provides wealth management, family office services, investment advisory and management, estate and tax planning coordination, and corporate retirement plan services. The firm serves high-net-worth individuals, families, and business owners.

Bailard, Inc.Asset ManagementUnited States

63% match

Bailard, Inc. is an investment management and wealth management firm founded on decades of family office experience, with headquarters in Foster City, California.

Mercer AdvisorsAsset ManagementUnited States

63% matchAI 0/100 ▼Green 0/100 ▼

Mercer Advisors is a fee-based registered investment adviser that provides comprehensive wealth management and family office services. Its offerings include financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and corporate trustee services.

Abacus Global Management, Inc., established in 2004 and based in Orlando, Florida, operates within the United States as both an alternative asset manager and a market maker. The firm, set to officially transition its name from Abacus Life, Inc. in February 2025, organizes its business across five principal divisions. Its Active Management segment focuses on the procurement, divestiture, and exchange of policies, overseeing their administration until death benefits are released. The Originations segment specializes in brokering life insurance policy settlements, connecting investors or purchasers with original policyholders who are selling their policies. Through its Asset Management operations, the company delivers comprehensive asset management services to investors engaged in alternative investment and equity portfolio funds, all governed by fund investment agreements. Additionally, the Portfolio Servicing division provides contractual policy administration support to its clients. The Technology Services segment offers specialized, contract-based services specifically for the life insurance sector, such as real-time mortality checks and the verification of missing participants. Abacus distributes its various products and services through a range of channels, including financial advisors, agents, direct sales to consumers, and established intermediaries in the life settlements market.

Silvercrest Asset Management Group Inc. is a financial services organization primarily focused on wealth management. This firm delivers financial advisory services and comprehensive family office solutions to clients throughout the United States. Its clientele includes ultra-high-net-worth individuals and their families, as well as their trusts, endowments, foundations, and various other institutional investors. Beyond advisory, Silvercrest also manages multi-manager investment funds (funds of funds) and a range of other investment vehicles. Founded in 2002, the company maintains its headquarters in New York City.

PINE Advisor SolutionsAsset Management

62% match

PINE Advisor Solutions provides outsourced compliance, CFO, fund officer, and distribution services for asset managers. Headquartered in Denver, CO, the company helps asset managers simplify complex compliance, accounting, and operations to focus on growth across registered funds and ETFs.