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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.
760 people · clear filters
Advisors
Glen Frost
Partner · PwC India
AdvisorsGopal Subramanian
Chief Data & AI Officer · Focus Financial Partners
AdvisorsGourav Maheshwari
Head – Client Experience & Innovation · CERVIN Family Office & Advisors Pvt. Ltd.
AdvisorsGoutendra Pratap Singh
Senior Manager - Legal & Corporate Affairs · Experion Capital
AdvisorsGrant Moyer
VP, Technology Enablement · SolomonEdwards
AdvisorsGreg Thayer
Advisory Board Member · Presage Global
AdvisorsGreg Woods
General Counsel · Focus Financial Partners
AdvisorsGregg Johnson
National Sales Director · Carson Group
AdvisorsGuy Scott
Chief Compliance Officer · Pennington Partners & Co.
AdvisorsHariprasad Yaradoni Desai
Investment Advisor · Entrust Family Office
AdvisorsHannah K.
Executive Assistant & Office Manager · Capricorn Private Investments
AdvisorsHardik Barot
Neo group - Multi family office | 360 One WAM | Nuvama | Founder Kartavya Foundation (education for all) · Neo Wealth and Asset Management
AdvisorsHarikrishna Raj
Client Partner · Entrust Family Office
AdvisorsHarinder Hundle
Managing Partner · Hundle
AdvisorsHarini Rajendran
Senior Director · Spark PWM Private Limited
AdvisorsHazir Shafeek
Global Head of Data Insights and IT · Stax
AdvisorsHeather Randolph Carter
Chief Brand and Culture Officer · Carson Group
AdvisorsHeather Zack JD, LLM, MSFP, CAP®
SVP, Private Client Services - Solutions Strategist · Carson Group
AdvisorsHenry Brandts-Giesen
Advisory Board Member · Presage Global
AdvisorsHenry Shew, CPA, CA, LL.M, TEP, CPA (WA), MAcc
Head of Tax · Our Family Office Inc.
AdvisorsHetvi Modi Bhurat
Entrust Family Office
AdvisorsHimanshu Puranik
Founding Team · Nexedge Capital
AdvisorsHiral Chheda
Assistant Vice President · Waterfield Advisors
AdvisorsHolcombe Green
Global Head of Private Capital Advisory · Lazard
AdvisorsHugues de Saint Seine
Managing Partner · CIGP
AdvisorsHusein Savliwala
Partner · Cubera Advisors
AdvisorsIan Barnard
Founding Partner · Capital Generation Partners
AdvisorsIan Fuller
Co-Founder and CEO · Westfuller
AdvisorsJ. C.
Authorised Manager / CCO - CRO - Operating : Accounting, IT, Oversight of Delegates · Alumia
AdvisorsJohn A. Schroeder
Principal, Business Advisory · SolomonEdwards
AdvisorsJack Potter, CFA
Investment Associate · Capricorn Private Investments
AdvisorsJack Sullivan
Director of Wealth Advisory · Titan
AdvisorsJacqueline Rahn
Head of Family Office Fiduciary Services · RWA Wealth Partners
AdvisorsJagadesh kumar Badiga
Vice President · Metis Family Office
AdvisorsJagmohan K.
The Modern "Outsourced Counsel" · Fin2Excel
AdvisorsJaishree R
Head - Family Office Service & Operations · Entrust Family Office
AdvisorsJames Hering, CFA
Senior Wealth Advisor · Focus Partners
AdvisorsJames Hoare
Partner · Delfin Private Office
AdvisorsJames Lebenthal
Partner · Cerity Partners
AdvisorsJan Meyer
Chief Investment Officer & Partner · Hundle
AdvisorsJanine Koch
Principal, Governance, Risk & Compliance · SolomonEdwards
AdvisorsJared Alvare
Account Manager, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJasmine Richards
Head of Diverse Manager Investing · Cambridge Associates
AdvisorsJason Bernhard
Chief Operating Officer, Financial Advisory · Lazard Family Office
AdvisorsJason Kolenda
Account Manager, SEI Private Wealth Management · SEI Private Wealth Management
AdvisorsJasper Van Heesch
Director, Private Equity Senior Analyst, RSM UK · RSM
AdvisorsJay Kloepfer
Head of Capital Markets Research · Callan
AdvisorsJay Steele
Partner, Corporate Tax Services · SolomonEdwards