Clients

3 Lines of Defence Consulting Ltd

Aite Group

Bavelas Group Family Office and Family Office Insights

BlueLake Associates & Wadsack Family Office

Casey Quirk by Deloitte

Centapse

Chetcuti Cauchi Advocates (Member of Finance Malta)

Churchill Asset Management

ComplySci Europe

Crossinvest

eSignLive by VASCO

FCA

FiduciaryPath

Financial Building Blocks

Financial Services Institute

Geller Family Office Services, LLC

Grant Thornton

GrowCreate

IBO

Independent Business Consultant

InfoGrate

J. H. McLaughlin & Co.

Kozusko Harris Duncan

L Investments

Leader& Berkon

Lombard Odier Asset Management

McGladrey Wealth Management

MyPrivateBanking

Novastone

OurCrowd

Point One Percent

S.H. Hirth and Associates

Silverdale Funds

Social Media Compliance

Sontag Advisory

SS&C Advent

St. James’s Place Wealth Management

Swiss Post

The Lupton Company

The Riverside Company

U.S.Trust, Bank of America Private Wealth Management

UniDEL Group

Walden Macht & Haran

Whitefoord LLP

Withers Worldwide