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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
Banks
Belén Martín Sanz
Managing Director CIB | Head of International Representative Offices · CaixaBank
BanksBenjamin Persofsky
Managing Director · Brown Brothers Harriman
Service FirmsBertrand Géradin
Partner, Luxembourg Legal · Ogier
Platforms & CustodyBhavesh A. Shah
Managing Director · Equirus
Asset ManagersBiju Mohandas
Partner & Global Head, Healthcare · LeapFrog Investments
Service FirmsBill Chiang
Managing Director · Ogier
Service FirmsBlair Robbins
Audit Partner · EisnerAmper
Asset ManagersBogomil Balkansky
Partner · Sequoia Capital
Service FirmsBrad Adderley
Managing Partner, Bermuda · Appleby
AdvisorsBrad Kuntz
Partner · Stax
Asset ManagersBraden Snyder
General Partner · Updata Partners
BanksBree Sterne
Managing Director, Head of Investment and Portfolio Strategy · Brown Brothers Harriman
Service FirmsBrent Berselli
Partner · Holland & Knight
Asset ManagersBrett Rochkind
Managing Partner · SoftBank Investment Advisers
BanksBrett Sanchez
Managing Director and Head of Private Credit, BMO Wealth Management · BMO Bank
Service FirmsBrian C. Adams
Partner · Mack International LLC
Asset ManagersBrian Golson
Managing Partner · Parthenon Capital
AdvisorsBrian Hayes
Business Development, Managing Director · TMG Family Office
TechnologyBrian LaMonica
General Manager & Managing Director, East Coast Commercial · PitchBook
TechnologyBrian Lisi
GTM AI Partner · MobileRider Networks
AdvisorsBrian Schmehil
Managing Director, Wealth Management · TMG Family Office
Service FirmsBryan Graiff
Partner, Regional Leader and Midwest Industry Leader · Armanino
AdvisorsBryan Stelly
Partner, Tax Services · SolomonEdwards
Service FirmsBryony Cove
Partner Private Client · Farrer & Co
Service FirmsCaitlin Hughes
Partner, Financial Consulting · RSM Family Office Dashboard
AdvisorsCaitlin Reynolds
Managing Director, Co-Head of Lazard Family Office Services · Lazard
Platforms & CustodyCaitriona Fay
Managing Partner, Community, Social and ESG Investment · Perpetual
AdvisorsCarissa Robb
Managing Partner, Banking & Financial Services · SolomonEdwards
Asset ManagersCarl Drake
Partner and Senior Advisor · Ares Management
Service FirmsCarl Wattrang
Partner · PwC Sweden
Service FirmsCarla Benest
Partner, Jersey · Mourant
Service FirmsCarlos de Serpa Pimentel
Partner · Appleby
Service FirmsCarmel Wynkoop
Partner · Armanino
Service FirmsCarrie Duncan
Partner, Private Client (London) · Withers
Asset ManagersCarter Griffin
General Partner · Updata Partners
Service FirmsCaryn Young
Partner, Private Client and Tax (New York) · Withers
Service FirmsCarys Whomsley
Managing Director, Head of Digital Risk · Digitalis
Asset ManagersCecile Belaman
Partner · Bain Capital
AdvisorsChainika Dang
Managing Partner · Motilal Oswal Private Wealth
AdvisorsChandrashekhar Pawar
Managing Partner · Motilal Oswal Private Wealth
AdvisorsChantal Copithorn
Tax Partner · PwC India
Service FirmsCharles Adams
Global Managing Partner · Clifford Chance
Service FirmsCharles Dequaire
Partner - Managing Director Luxembourg · Value & Risk Valuation Services
Asset ManagersCharles Lawson
Partner, Private Equity (Australia) · Bain Capital
Service FirmsCharlie Bain
Managing Partner · Digitalis
AdvisorsCharlotte Thorne
Founding Partner · Capital Generation Partners
AdvisorsChen Liu
Partner · Stax
BanksChetan Bhatia
Managing director & Region Head EUCA, Ultra High practice and PB london · DBS Bank Ltd