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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.
139 people · clear filters
Advisors
Aarti Mohan, Principal - Aurion Advisors
Principal · Aurion Advisors
AdvisorsAbdalrahman Shugaa
Associate · Capricorn Private Investments
AdvisorsAbhishek Poddar
Senior Manager · Conscience Multi Family Office
AdvisorsAbhishek Varshney
Senior Engineer · National Informatics Centre, MeitY
AdvisorsAdithya Narayanan
Senior Manager · Conscience Multi Family Office
AdvisorsAgatha Kulesza
Senior Reporting Strategist · SEI Private Wealth Management
AdvisorsAisling McArdle
Senior Adviser · Delfin Private Office
AdvisorsAkash Rathi
Strategic Operations Consultant · Serenity Wealth
AdvisorsAkshatha R
Manager - Finance and Accounts · Entrust Family Office
AdvisorsAkshitha Kiran Shetty
Senior Customer Service Manager · Foresight Family Office
AdvisorsAlison Markstadt
Advisory Board Member · Presage Global
AdvisorsAman Shah
Products & Strategy · Equirus Family Office
AdvisorsAmitava Neogi
Senior Advisor · Centrum India
AdvisorsAndrew White, CFA
Senior Principal · Capricorn Private Investments
AdvisorsAnkita Khandelwal
Compliance Manager & Company Secretary at Family Office · Centrum India
AdvisorsAntalina Saha
Senior Operations Manager · Foresight Family Office
AdvisorsAnthony DeMario
Advisory Board Member · Presage Global
AdvisorsAnupam Sharma
Client Associates
AdvisorsAnusha Rao
Manager of Client Servicing and Operations · Griffin Capital Advisors LLP
AdvisorsAshwini Shelar
Senior Manager · Equirus Family Office
AdvisorsAtul Bodke
Private Banker - UHNI · Motilal Oswal Private Wealth
AdvisorsAvyay Kapoor
Founding Team - Client Relations · Nexedge Capital
AdvisorsBill Achtmeyer
Advisory Board Chairman · Matters Graph (previously GRAPH Strategy USA)
AdvisorsBina Mehta
Chair, KPMG UK · KPMG
AdvisorsCA Somnath PK
Manager · Equirus Family Office
AdvisorsCameron Moser
Financial Advisor, AAMS, AIF · Maestro
AdvisorsCatarina Roque
Marketing Manager · Alumia
AdvisorsChristopher Sidford
Advisory Board Member · Presage Global
AdvisorsCraig Moser
CFP, CRPC - Financial Advisor / Author · Maestro
AdvisorsCyrus Kapadia
Senior Advisory Role · Lazard Family Office
AdvisorsDan Gimbel
Senior Consultant, Principal · NEPC
AdvisorsDanielle B. Roseman
Lazard
AdvisorsDebendra Kumar Nayak
Operations Manager · Broadwings Multi Family Office
AdvisorsDeidra Wilson - Okeke
Family Office Manager · Beatrice Advisors
AdvisorsDevansh Bhate
Client Advisory · Equirus Family Office
AdvisorsDhaval Philip Mathew
Private Banker · Ionic Wealth
AdvisorsDipankar Shewaram, CFA
Senior Advisor · Capricorn Private Investments
AdvisorsDr Lorraine Sheridan
Chartered Forensic Psychologist · Defuse
AdvisorsEntrust Family Office
Consultant · Entrust Family Office
AdvisorsEsiri Agbeyi
PwC Africa Family Business Leader · PwC India
AdvisorsFrancesca Ambrosini
Global PwC Private - Family Business & Family Office Clients Programs Lead · PwC India
AdvisorsFrank Ferriola
SVP, Banking & Financial Services · SolomonEdwards
AdvisorsGeraint Davies
Financial Adviser · Montfort
AdvisorsGiovanni Tiso
CFP, Lead Financial Planner · Titan
AdvisorsGourav Maheshwari
Head – Client Experience & Innovation · CERVIN Family Office & Advisors Pvt. Ltd.
AdvisorsGoutendra Pratap Singh
Senior Manager - Legal & Corporate Affairs · Experion Capital
AdvisorsGreg Thayer
Advisory Board Member · Presage Global
AdvisorsGreg Woods
General Counsel · Focus Financial Partners