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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.
709 people · clear filters
Platforms & Custody
George Phipps
Chairman of the Board · Bessemer Trust
AdvisorsGeraint Davies
Financial Adviser · Montfort
Platforms & CustodyGerardo Cedillo
Sales Development Representative · Opus
Asset ManagersGiorgio Medda
Top Management · Azimut
AdvisorsGiovanni Tiso
CFP, Lead Financial Planner · Titan
BanksGisela van Vloten
Assistent Relatiemanager · Triodos Bank
Platforms & CustodyGlenn Poswell
Non-Executive Board Member · Zerocap
AdvisorsGourav Maheshwari
Head – Client Experience & Innovation · CERVIN Family Office & Advisors Pvt. Ltd.
AdvisorsGoutendra Pratap Singh
Senior Manager - Legal & Corporate Affairs · Experion Capital
Service FirmsGraeme Bennett
EY New Zealand Assurance Leader · EY
Asset ManagersGraydon Pearson
Co-Head, PEG Hospitality Group · PEG Companies
AdvisorsGreg Thayer
Advisory Board Member · Presage Global
Platforms & CustodyGreg Tusar
Institutional Products · Coinbase
AdvisorsGreg Woods
General Counsel · Focus Financial Partners
BanksGretchen Spreitzer
Fiduciary Practice Executive, GFO · Northern Trust
Platforms & CustodyH.E. Gabriel Abed
Chairman · Binance
BanksHanna Högberg Borel
Representative Officer at SEB Representative Office in Nice · SEB Bank
AdvisorsHannah K.
Executive Assistant & Office Manager · Capricorn Private Investments
BanksHanneke Weesie
Intern Relatiemanager Private Banking · Triodos Bank
Asset ManagersHans Stegeman
Economist / Columnist · Triodos Investment Management
Platforms & CustodyHarsh Kr. Dhanuka
Executive Committee Member · Navodyam-by SDMC Trust
Platforms & CustodyHarshi Thakkar
Senior Manager · LKP Securities Limited
AdvisorsHeather Zack JD, LLM, MSFP, CAP®
SVP, Private Client Services - Solutions Strategist · Carson Group
BanksHeena Kaul
Family Office · Standard Chartered India
Platforms & CustodyHelen Mediati
General Counsel · Perpetual
Asset ManagersHemant K. Patel
Kotak Alternate Asset Managers Limited
AdvisorsHenry Brandts-Giesen
Advisory Board Member · Presage Global
Platforms & CustodyHet Choksey
Fund Manager · Deven Choksey
AdvisorsHetvi Modi Bhurat
Entrust Family Office
Platforms & CustodyHimanshu Dembla
Founding Team · Centricity WealthTech
Platforms & CustodyHimanshu Ghai
Assistant Manager · CSC e-Governance Services India Limited
Service FirmsHimanshu Patel - PMP®, CSM®
Head - Enterprise Application Group. · Edelweiss Financial Services Limited
AdvisorsHimanshu Puranik
Founding Team · Nexedge Capital
Platforms & CustodyHitesh Ambati
Dgm · Aqmen Medtech Pvt Ltd
Service FirmsHoan Nguyen
Country Head, Singapore · Ogier
BanksHéctor Grisi Checa
Consejero Delegado de Banco Santander · Santander Private Banking
Asset ManagersImran Nabi Sayyed
Self Employed at Family Office · Family Office
Asset ManagersIrene Zawasky FPQP™
Client Service Specialist III/Lead · Stratos Private Wealth
Platforms & CustodyIshaan Parekh
Goals-Based Advisory and Engage · J.P. Morgan Private Bank
Service FirmsJessica Francois
Account Manager · FFO
AdvisorsJohn A. Schroeder
Principal, Business Advisory · SolomonEdwards
BanksJacky Tang
Emerging Markets CIO, Deutsche Bank Private Bank · Deutsche Bank
Platforms & CustodyJagannath Abbur Thotanthillaya
R&D Capital Private Limited
AdvisorsJagmohan K.
The Modern "Outsourced Counsel" · Fin2Excel
AdvisorsJaishree R
Head - Family Office Service & Operations · Entrust Family Office
TechnologyJames Derry
General Counsel and Corporate Secretary · Advisor 360
TechnologyJames MacDuffie
Software Developer · Omega Point
Service FirmsJamie Austin
Global Private Equity Leader · BDO