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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.
695 people · clear filters
Advisors
Stephanie Hackett
Partner, Portfolio Manager · Evercore Wealth
AdvisorsStephen Dutka
Managing Director · Skylar Wealth Management LLC
Service FirmsStephen J. Talkowsky
Partner, Tax Services · Withum
Asset ManagersStephen Valentino
Partner · Rockefeller Capital Management
Service FirmsSteve Le Seelleur
Managing Director · Crestbridge Family Office Services
Asset ManagersSteve McLean
Senior Partner · Arsenal Capital Partners
Service FirmsSteve Meiklejohn
Partner · Ogier
Asset ManagersSteven Parry
National Head of Growth & Partnerships · Shadforth Financial Group Ltd
Asset ManagersSteven Wright
Managing Director, Investments · Stanford Management Company
Service FirmsStuart Tyler
Partner · Appleby
Service FirmsStuart Watson
Managing Director · Ogier
Platforms & CustodySubramanian Chandramouli
Venture Partner · SilverX Fund
AdvisorsSudarshan Mantri
Senior Partner · Spark PWM Private Limited
AdvisorsSudhanshu Awasthi
Managing Partner · Motilal Oswal Private Wealth
AdvisorsSujoy Nandi
Business Partner · MN Family Office
Asset ManagersSumer Juneja
Managing Partner · SoftBank Investment Advisers
AdvisorsSuraj Malik
Founding Partner & Mentor · Legacy Growth
Asset ManagersSusan Baxter
Partner, Head of Family Capital & Ultra High Net Worth · Bain Capital
AdvisorsSusan Hicks
Managing Partner, National Sales · SolomonEdwards
Service FirmsSusan Jones
EY New Zealand Country Managing Partner · EY
Service FirmsSusanna P. Kim
Partner, Trust, Estates and Charitable Planning (Los Angeles) · Withers
Asset ManagersSwapna Reddy Dodla
Managing Partner · MylkTree Family Office
Platforms & CustodySwarup Y.
Senior Managing Partner · InCred Wealth
AdvisorsSyed Mohammad Aleem
Partner & Cluster Head · Motilal Oswal Private Wealth
Asset ManagersSylvain Moineau
Partner · Impact Partners
AdvisorsTajender Pal Singh
Partner · Altmera Wealth
Platforms & CustodyTania Cecconi
Lead Partner WA, Perpetual Private · Perpetual
Service FirmsTara Leja
Partner, Financial Consulting · RSM Family Office Dashboard
AdvisorsTarun Singh
Managing Partner · Neo Group
Asset ManagersTerry Mullen
Managing Partner · Arsenal Capital Partners
AdvisorsThibaut de Rocquigny
Partner, Head of Investment Products & Solutions · CIGP
BanksThomas Davis
Partner · Brown Brothers Harriman
Asset ManagersThomas Delalande
Partner · Impact Partners
Asset ManagersThomas Uger
Partner · PPC Enterprises
Service FirmsTim Daum
Partner · Veltracon Lifestyle
Asset ManagersTodd Marcy
Partner · Weatherford Capital
Platforms & CustodyTodd Stoller
Regional Managing Director, Florida · Fiduciary Trust
Service FirmsToi Ngee Tan
Partner · Wright Partners
TechnologyTom Pfister
Managing Director of Compliance, Regulatory & Reporting Solutions · Confluence Technologies
Service FirmsTom Pugh
Partner, Hong Kong · Walkers
Service FirmsTom Ward
Partner · McDermott Will & Schulte
Asset ManagersTony Ettinger
Senior Managing Director-Financial Services Investments · KCK Group - Financial Services Investments
AdvisorsTristan Flannery
Managing Partner · Presage Global
Asset ManagersTyler Morris, CPWA® CIMA®
Managing Director · Stratos Private Wealth
AdvisorsTyler Veit
Partner · Stax
TechnologyUbbo Aßmus
Managing Director, Lawcode · SAI360
AdvisorsUday Dhoot
Partner · Venn Wealth
Asset ManagersUlrik Fonsmark Andreasen
Partner Nordic · Impact Partners