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The Atlas · People · 3,969 profiles
The people behind the stack
Founders, chief executives, partners and investment leaders across the family-office provider universe. Names and roles are public; direct contacts unlock individually or with a curated database.
87 people · clear filters
Advisors
Aashish Mishra
Private Banker-Associate Director · Client Associates
AdvisorsAbhishek Dwivedi
Director Business Solutions · LGT Wealth India
AdvisorsAbhishek Khudania
Senior Executive Director · Client Associates
AdvisorsAdam Fisch, JD, CFA
Head of Family Continuity · Our Family Office Inc.
AdvisorsAitn R Khanna
Associate Director · Client Associates
AdvisorsAjay Saraf
Executive Director · Icici Securities Limited. Mumbai
AdvisorsAlekh Yadav, CFA, FRM
Director · Sanctum Wealth
AdvisorsAlina Miska Carlson, CFP®
Director of Planning and Insights · Cannell & Spears
AdvisorsAmanda Grindell
Director of Business Development · Defuse
AdvisorsAmy Schoeman
Global Head of Human Resources · Stax
AdvisorsAnand Oswal
Executive Director · Lighthouse Canton
AdvisorsAngelique Lund
Tax Senior Director · TMG Family Office
AdvisorsAnshul Madan
Executive Director · LGT Wealth India
AdvisorsAnuja Kale-Agarwal
National Communications Director, PwC Canada · PwC
AdvisorsAravinda Subramanyam
Associate Director and Head - Client Service and Operations · Equirus Family Office
AdvisorsAshokan Arunachalam
Senior Director of Private Clients · LGT Wealth India
AdvisorsBen Carlson
Director of Institutional Asset Management · Ritholtz Wealth
AdvisorsBikram Saraff
Director · Endeavour Family Office
AdvisorsCarrie Stindel Hutchcraft
Head of Brand Strategy · Focus Financial Partners
AdvisorsChatradhar Paritala
Executive Director · Client Associates
AdvisorsChristian Barozzi
Director · Alumia
AdvisorsDeepan Kapadia, CFA
Director · Spark Capital PWM
AdvisorsDivya Hari Karthik
Director · Spark PWM Private Limited
AdvisorsDuane Oakes
Director, Senior Relationship Manager · SEI Private Wealth Management
AdvisorsDustin Ribergaard
Client Experience Director · Cerity Partners
AdvisorsEmily Due, CPA
Director of Tax · The Mather Group, LLC
AdvisorsEshan Saxena
Executive Director · Client Associates
AdvisorsFrancis Sennott
Senior Director of Family Office Financial Planning · RWA Wealth Partners
AdvisorsGaurav Arora
Associate Director · Client Associates
AdvisorsGaurav Sethi
Executive Director · Client Associates
AdvisorsGeorge Bilicic
Head of Global Power, Energy and Infrastructure · Lazard Family Office
AdvisorsGrant Moyer
VP, Technology Enablement · SolomonEdwards
AdvisorsGregg Johnson
National Sales Director · Carson Group
AdvisorsHarini Rajendran
Senior Director · Spark PWM Private Limited
AdvisorsHazir Shafeek
Global Head of Data Insights and IT · Stax
AdvisorsHenry Shew, CPA, CA, LL.M, TEP, CPA (WA), MAcc
Head of Tax · Our Family Office Inc.
AdvisorsJacqueline Rahn
Head of Family Office Fiduciary Services · RWA Wealth Partners
AdvisorsJayanth Balamurugan
Senior Director · Waterfield Advisors
AdvisorsJean-Louis Girodolle
Co-Head of Financial Advisory Europe · Lazard
AdvisorsJilna Shah
Tax Director, RSM Eastern Africa · RSM
AdvisorsJincy John
Associate Director - Operations · Client Associates
AdvisorsJoseph Mathew
Executive Director · Client Associates
AdvisorsKavitha Jayaram
Director · Wealth Managers United (India) Private Limited
AdvisorsKimberly Frodyma, MBA
Head of Event Strategy & Management · Focus Financial Partners
AdvisorsLena McQuillen
Director Of Financial Planning · Bailard
AdvisorsMaitreyi Ganesh
Senior Director · Waterfield Advisors
AdvisorsManoj Goyal
Director · Neo Wealth and Asset Management
AdvisorsMarcus Schenck
Co-Head of Financial Advisory DACH · Lazard